Do I really need to rebalance my portfolio?
Being a hands-off investor is fine, but everyone needs to rebalance occasionally—not to boost returns, but to manage risk [MoneySense]
Should you rebalance more frequently?
Can you boost returns by rebalancing your portfolio more often? Turns out the opposite may be true [MoneySense]
How to rebalance when some ETFs already do it themselves
New ETFs from Vanguard rebalance themselves, but investors need to track their entire portfolio mix [MoneySense]
How Often Should You Rebalance?
In my previous post, I looked at the reasons why investors should occasionally rebalance their portfolios. When a portfolio contains both fixed-income and equities, rebalancing is mostly about risk ma [...]
Why Rebalance Your Portfolio?
An important part of the indexing strategy is that you occasionally rebalance your portfolio back to its target asset allocation. I get a lot of questions about rebalancing, so I felt it was time to p [...]
TD e-Series Returns for 2021
In my last post I reviewed the returns of my model ETF portfolios in 2021. Now let's take a look at how the TD e-Series index mutual funds performed during the year. We'll start with the returns of th [...]
Couch Potato Portfolio Returns for 2021
Well, another year is in the books and it's time to review how investors fared if they used one of my model portfolios during 2021. Overall, the past year was very different from 2020: we didn't exper [...]
Inside Tangerine’s Global ETF Portfolios
Asset allocation ETFs were revolutionary when they appeared in 2018, but they were hardly the first products that allowed Canadian investors to own a diversified index portfolio with a single fund. Wa [...]
Inside the Horizons One-Ticket ETFs
Are asset allocation ETFs cheap, well-diversified and convenient? Absolutely. Are they optimally tax-efficient? Perhaps not, though any tax edge you might get from using multiple ETFs and asset locati [...]
Inside TD’s One-Click ETF Portfolios
The ongoing popularity of asset allocation ETFs is undoubtedly a good thing—maybe even revolutionary. Canadians have enthusiastically embraced the one-ticket portfolios from Vanguard and iShares in pa [...]
