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ETFs & Funds

International Tracking Error: Part 1

Many international equity ETFs showed large tracking errors in 2009. For example, the iShares MSCI EAFE Index Fund ...

ETF Risks in Perspective: Securities Lending

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

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 ...

ETF Risks in Perspective: Leveraged ETFs

This post is the second of three that will look at the potential risks that ETFs may pose ...
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Indexing basics

A Spreadsheet to Manage Multiple Accounts

You’ve got an RRSP with your employer, another with a discount brokerage, and your spouse has a couple ...

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 ...

Scott Burns Interview: Part 2

Here is part two of my interview with Scott Burns, the newspaper columnist and Chief Investment Strategist at ...

The Making of a Couch Potato

I know very few people who began their investing lives as Couch Potatoes. Most started out in mutual ...

Confessions of an Investing Parasite

As index investing has gained popularity, it is also attracted its share of scorn. The latest example is ...

Passive Investing: The Movie

There are countless books laying out the case for index investing, but as far as I know there ...
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Financial Planing

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 ...

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 ...

Blog for Financial Literacy: A Simple Plan

Today’s post is part of the Blog for Financial Literacy campaign spearheaded by Glenn Cooke of Life Insurance ...

Why Plans Should Come Before Products

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

What Is the Advisor’s Role?

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

It’s Time to Ban Advisor Commissions

Should financial advisors be banned from collecting commissions on mutual funds? That’s been hotly debated for years, and ...
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Behavioural Finance

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 ...

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 ...

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 ...

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 ...

Three Reasons to Ignore Market Downturns

“Long-term investors shouldn’t worry about daily or weekly blips in the markets.” How many times have you heard ...
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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 ...

Beyond One-Stop ETF Shopping

The new asset allocation ETFs launched by Vanguard and iShares in 2018 have made it easier than ever ...

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 ...

Put Your Assets in Their Place

Couch Potato investors hear a lot about asset allocation, but asset location is also an important consideration. Asset ...

The Limits of Limit Orders

For some time now I’ve been suggesting that ETF investors use limit orders—never market orders—when placing trades in ...
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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 …

Couch Potato Portfolio Returns for 2019

The numbers are in and no one is shooting the messenger this year. If 2018 …

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