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ETFs & Funds

Horizons Swap ETFs: The Next Generation

It’s been a stressful few months for investors using the popular swap-based ETFs from Horizons. These funds have ...

Understanding Swap-Based ETFs

Last fall, Horizons Exchange Traded Funds launched two innovative new ETFs. Rather than simply holding the stocks in ...

ETF Risks in Perspective: Synthetic ETFs

Not so long ago, ETFs were simple and transparent. But with the tremendous growth in the industry, ETFs ...

The Promise of Fundamental Indexing

Last Friday, I had the pleasure of attending a talk by Rob Arnott, the creator of the Research ...

TD e-Series Funds: The Next Generation

For almost 20 years, the TD e-Series mutual funds have been one of the cheapest and easiest ways ...

Why Do Index Funds Use Derivatives?

Earlier this week I described how several US and international equity index funds get their market exposure by ...
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Indexing basics

Confessions of an Investing Parasite

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

Debunking Dividend Myths: Part 4

This post is the fourth in a series exploring the myths and misunderstandings about dividend investing. The goal ...

Can You Have Too Much Diversification?

Is it possible for a portfolio to be too diversified? There are certainly a lot of articles making ...

When Should You Use an Advisor?

Dan Solin’s excellent new book, The Smartest Portfolio You’ll Ever Own (see my review here), devotes several chapters to ...

Couch Potato Portfolio Returns for 2014

Here are the 2014 returns for my Model Portfolios. The data below are from the funds' websites whenever ...

Review: The Smartest Portfolio You’ll Ever Own

There comes a time in every Couch Potato’s life when he or she has to answer a nagging ...
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Financial Planing

Why Plans Should Come Before Products

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

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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

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 ...

Why Rebalance Your Portfolio?

An important part of the indexing strategy is that you occasionally rebalance your portfolio back to its target ...

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

Couch Potato Portfolio Returns for 2019

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

TD e-Series Funds: The Next Generation

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

Vanguard’s One-Fund Solution

It was one of the great mysteries in the Canadian fund market: why had …

Horizons Swap ETFs: The Next Generation

It’s been a stressful few months for investors using the popular swap-based ETFs from …

Recent comments

  • mark on Couch Potato Portfolio Returns for 2019: “Thanks again for all the work you do Dan, and the CCP site, great information as always. I like to…Jan 20, 16:31
  • Chris on Couch Potato Portfolio Returns for 2019: “Thanks Dan, great website and information that has been very helpful to me. Had a great year, spending most of…Jan 20, 14:19
  • DC on The Limits of Limit Orders: “This seems really important. I’d like to see it mentioned briefly on the main website, right where you list your…Jan 19, 23:45