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Articles By Dan Bortolotti:

Canadian Couch Potato

Tax tips for BMO ETF investors

How to track your adjusted cost base for BMO ETFs.

Tax tips for BMO ETF investors

Canadian Couch Potato

Tax tip for Vanguard ETF investors

Don’t trust a provider’s website if you’re tracking an ETF’s adjusted cost base. Instead, download the official tax breakdown...

Tax tip for Vanguard ETF investors

Bonds

When smart people do dumb things with money

Even fund managers are ignoring their own investment policies and taking on more risk than they need.

When smart people do dumb things with money

April 2014

Train your investing brain

Don't let the market slide get the best of you

Train your investing brain

April 2014

Time to step back from the hedge

Holding foreign equity ETFs and index funds means you’re exposed to currency risk. Here’s why that’s a good thing.

Time to step back from the hedge

Bonds

The real role of bonds in your portfolio

The role of bonds is not to deliver income or high returns, but to manage risk.

The real role of bonds in your portfolio

Canadian Couch Potato

Why currency hedging doesn’t work in Canada

Even when the Canadian dollar appreciates strongly, the high tracking error of currency-hedged funds often reduces any potential benefit.

Why currency hedging doesn’t work in Canada

Canadian Couch Potato

iShares Advantaged ETFs: Where Are They Now?

iShares Advantaged ETFs are open for business again, but several have new names and all have new strategies.

iShares Advantaged ETFs: Where Are They Now?

Canadian Couch Potato

The true cost of foreign withholding taxes

There's a big difference between U.S.-listed and Canadian-listed ETFs when held in RRSPs.

The true cost of foreign withholding taxes