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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 ...

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 ...

It’s Time to Reboot Your Portfolio

It’s been a while since the last new article appeared on the Canadian Couch Potato blog, and over ...

ETFs & Funds

ETF Risks in Perspective: Securities Lending

This is the final post in a series of three looking at the potential risks that ETFs may ...

Where Does VRIF’s 4% Payout Come From?

In my last post, I introduced the new Vanguard Retirement Income ETF Portfolio (VRIF), an asset allocation ETF ...

Inside the BMO Asset Allocation ETFs

In our last blog and video, Justin and I compared the popular Vanguard and iShares asset allocation ETFs, ...

What Are Managed Futures?

One of the most difficult tasks in building a portfolio is finding asset classes that do not move ...

Why Index Mutual Funds Still Have a Place

Responding to a recent article on mutual funds by Rob Carrick, a Globe and Mail reader rehashed a ...

Vanguard Drops the Gloves

It’s not easy to make a splash in the crowded ETF space these days. Many of the new ...
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Indexing Basics

A Different Perspective On the Last Three Years

Your eyes open slowly, and the light stings your retinas. Your mouth is burning with thirst, your muscles ...

Couch Potato Portfolio Returns for 2019

The numbers are in and no one is shooting the messenger this year. If 2018 was disappointment—returns were negative ...

Review: Rob Carrick’s Guide

Rob Carrick is one of a small number of journalists who stand up for individual investors in this ...

Where Do Returns Come From?

You don’t need a lot of mathematical horsepower to be a Couch Potato investor. Indeed, simplicity is one ...

Can the Pros Time the Market?

I never meant to make you cry And though I know I shouldn’t call It just reminds us ...

Why You Should Beware of First Dates

Imagine that you’re the marketing director for MegaAlpha Investments and you want to advertise two of your mutual ...
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Financial Planning

Ask the Spud: Is My Pension Like a Bond?

Q: My wife and I have been using the Couch Potato strategy for a few years now, but ...

Ask the Spud: Am I Vulnerable to US Estate Taxes?

Q: I am ready to follow the Couch Potato and would like to use the US-listed Vanguard ETFs ...

What Is the Advisor’s Role?

John Lawrence Reynolds' newest book, The Skeptical Investor, argues that Canadians were badly served by their advisors during ...

A Monte Carlo Case Study: Can I Retire Early?

Last week’s post about Monte Carlo simulations in financial planning sparked some interesting comments, so I thought a ...

Why Plans Should Come Before Products

When I wrote the MoneySense Guide to the Perfect Portfolio [now out of print], I waited until Chapter ...

Dividends: Not As Tax-Friendly As You May Think

If your investments include RRSPs, TFSAs and taxable accounts, asset location is an important consideration. The returns of ...
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Behavioural Finance

Why RESPs Should Be Kept Simple

In the last couple of weeks I’ve received two questions from readers who were trying to figure out ...

Podcast 20: One-Stop ETF Shopping

I’ve always tried to stress that successful investing is about the right process, not the right products. But ...

Cost Versus Convenience in “ex Canada” ETFs

I used to own one of those one-piece cutlery tools designed for hiking and camping—the kind with a ...

Why Simple Is Still a Hard Sell

Last January, I overhauled my model portfolios to make them simpler. Some of the older options included small-cap ...

Podcast 25: Dr. Steve Wendel on Investor Success

The latest episode of the Canadian Couch Potato podcast features an interview with Dr. Stephen Wendel, Head of ...

Should You Buy Stocks For Your Kids?

If you’re a parent, how can you set your child on the road to investing success? One popular ...
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Portfolio Management

How to Set Up a Hands-Off ETF Portfolio

For DIY investors, asset allocation ETFs may be the greatest gift to come along in decades. It’s never ...

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 ...

It’s Time to Reboot Your Portfolio

It’s been a while since the last new article appeared on the Canadian Couch Potato blog, and over ...

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 ...

Ask the Spud: Can I Make Taxable Investing Easier?

In Episode 4 of the Canadian Couch Potato podcast, I answered the following question from a listener named ...

Is VRIF Right for Your Portfolio?

In my last few posts, I introduced the newly launched Vanguard Retirement Income ETF Portfolio (VRIF), explained where ...
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Popular Posts

Unveiling the 2020 Couch Potato Model Portfolios

As long-time readers will know, I review my model portfolios once a year and, …

TD e-Series Funds: The Next Generation

For almost 20 years, the TD e-Series mutual funds have been one of the …

How to Set Up a Hands-Off ETF Portfolio

For DIY investors, asset allocation ETFs may be the greatest gift to come along …

Asset Allocation ETF Showdown: Vanguard vs. iShares

In the brief time they’ve been around, asset allocation ETFs have transformed the way …

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