How to argue with a Couch Potato
Last week, Advisor.ca published a debate under the heading “Faceoff: Index, friend or foe?” The arguments against passive investing...
Articles By Dan Bortolotti:
Is your bond fund really losing money?
When the yield on 10-year federal bonds spiked earlier this year—from 1.88% on May 16 all the way to...
More power in passive portfolios
Rick Ferri and Alex Benke recently collaborated on an interesting white paper called A Case for Index Fund Portfolios,...
Putting the portfolio odds in your favour
It’s well known that the majority of actively managed mutual funds under perform comparable index funds over any period...
Seeing diversification in action
Why should you add multiple asset classes to your portfolio? That seems like a simple question, but it’s one...
Why Your Problem Is Not Your Funds
In Monday’s post I looked at “smart beta,” which promises to outperform cap-weighted indexing strategies. I’m frequently asked if...
Does ‘smart beta’ really beat cap-weighting?
“Smart beta” has become a buzzword in investing circles, especially among pension funds and other institutional investors. The term...
Norbert’s Gambit at CIBC: A case study
Norbert’s Gambit is an excellent way to reduce the cost of converting Canadian and US dollars, but not every...
Why a diversification is a piece of cake
After almost four years of false alarms, the bond bears are finally able to act smug. Broad-based Canadian bond...