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Canadian Couch Potato

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

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Canadian Couch Potato

Is there an optimal portfolio?

Building a “portfolio optimizer” is useless. A roughly equal allocation of Canadian, U.S. and international stocks is best.

Is there an optimal portfolio?

Bonds

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.

New tax-efficient ETFs from BMO arrive

Canadian Couch Potato

Will robo-advisers ever come to Canada?

The robo-adviser business has extremely low margins and can only survive by building enormous scale.

Will robo-advisers ever come to Canada?

Canadian Couch Potato

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...

A scientific review of portfolio diversification

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Canadian Couch Potato

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...

A reality check for Couch Potatoes

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