Renovate your portfolio
High fees, too much risk, unclear strategy—just a few reasons why it may be time to scrap your investments...
Articles By Dan Bortolotti:
Vanguard Canada Gets a Six-Month Checkup
It’s now been a year since Vanguard set up shop in Canada, and just over six months since their...
A Homemade Principal-Protected Note
Given the widespread fear among investors today, it’s not surprising that financial institutions offer a staggering number of structured...
Why Plans Should Come Before Products
When I wrote the MoneySense Guide to the Perfect Portfolio last year (now sold out: new edition coming soon),...
Carl Richards on Performance Chasing
A couple of posts ago, I asked why everyone isn’t beating the market when there are a dozen or...
Inside the DFA Global Balanced Fund
Long-time readers will know that I’ve written before about Dimensional Fund Advisors, an innovative investment firm that builds low-cost,...
Why Isn’t Everyone Beating the Market?
Sometimes I wonder why everyone isn’t getting better returns than a simple Couch Potato portfolio. Spend a little time...
Ask the Spud: Does Home Bias Ever Make Sense?
Q: The Global Couch Potato has one-third of the equity allocation in Canadian stocks, but Canada makes up only...
Why I Have No Faith in Market Timing
Earlier this week I described the market timing strategy outlined in Mebane Faber’s book The Ivy Portfolio. I chose...