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Portfolios

Financial Independence

Why diversify your portfolio? Because winners rotate

A well-balanced portfolio invested across all asset classes allows investors to participate in the gains of each year’s winners

Why diversify your portfolio? Because winners rotate

Investing

Getting back to balanced

To illustrate how to rebalance a portfolio, let’s look at a simple portfolio with four asset classes and a...

Getting back to balanced

Investing

Portfolio rebalancing: Why, when and how much

Markets can throw your portfolio out of whack, and without rebalancing you could end up taking on far more...

Portfolio rebalancing: Why, when and how much

ETFs

The all-Canadian portfolio fix

The Rousseau's portfolio is too heavily weighted in Canadian equity mutual funds

The all-Canadian portfolio fix

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Canadian Couch Potato

A trove of tax tips for Canadian investors

Taxable investments are always a challenge. But André Fok Kam’s new book, Tax-efficient Investing for Canadians, will make the...

A trove of tax tips for Canadian investors

Investing

Spring clean your portfolio

You’ll be surprised how easy it is to set up a portfolio that delivers both the growth and the...

Spring clean your portfolio

Investing

Portfolio rebalancing tool

This portfolio rebalancing tool will help you keep your asset mix just right, even as you invest more money.

Portfolio rebalancing tool

Canadian Couch Potato

Remodelled Couch Potato portfolios for 2014

Another new year is upon us, and it’s time review my model Couch Potato portfolios.

Remodelled Couch Potato portfolios for 2014

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Columns

Real estate’s role in a balanced portfolio

Is owning a home enough when it exposure to real estate?

Real estate’s role in a balanced portfolio

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