TD e-Series Returns for 2020
The TD e-Series index mutual funds remain a useful alternative to the asset allocation ETFs that take centre stage in my model portfolios. Following on the heels of our detailed look at the performanc [...]
Asset Allocation ETF Showdown: Vanguard vs. iShares
In the brief time they’ve been around, asset allocation ETFs have transformed the way DIY index investors manage their portfolios. These balanced funds have become the default choice, as it’s harder a [...]
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]
A New Rebalancing Spreadsheet for ETFs
It’s easy enough to build an index fund portfolio with your desired mix of stocks and bonds. But as any experienced investor knows, your asset allocation changes over time as markets move in different [...]
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]
Rebalancing With Foreign Currencies
In my last post I argued that Canadians should avoid currency hedging in their equity portfolios. Not only does exposure to the US dollar and other foreign currencies add a layer of diversification, b [...]
Does Rebalancing Boost Returns?
Rebalancing your portfolio has two potential benefits. The first is that it helps control risk by keeping your asset allocation more or less consistent. The other advantage—assuming you have the disci [...]
How to Lower Your Rebalancing Costs
Last week I looked at why you should rebalance your portfolio, and considered the question of how often to do it. The frequency with which you rebalance often comes down to cost. If you’re using index [...]
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 [...]
