Is there an optimal portfolio?
Building a “portfolio optimizer” is useless. A roughly equal allocation of Canadian, U.S. and international stocks is best.
Articles By Dan Bortolotti:
New tax-efficient ETFs from BMO arrive
BMO Discount Bond ETF promises to eliminate the problem that has long plagued bond funds in non-registered accounts.
Will robo-advisers ever come to Canada?
The robo-adviser business has extremely low margins and can only survive by building enormous scale.
A scientific review of portfolio diversification
This periodic table of returns for seven individual asset classes shows the balanced Couch Potato portfolio fell near the...
The ETF All-Stars 2014
Let our panel of experts help you build a low-cost portfolio by selecting Canada’s top ETFs.
A reality check for Couch Potatoes
It’s easy to love index investing when equity markets are soaring. They key is to love the strategy when...
Calculate your personal rate of return
Any time you introduce cash flows to the portfolio, calculating your rate of return suddenly becomes much harder. This...
Currency exposure in international equity ETFs
If you hold international stocks in an ETF, you're impacted by movements of the world's currencies.