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How to Build an ETF Portfolio

DIY investing can be intimidating. Sure, I post model ETF portfolios on my blog that readers can download and implement at their favourite brokerage, but novice investors may still find the process overwhelming. That’s why I’ve decided to set-up a DIY investing channel on YouTube (the videos have been produced by Tara Hunt and edited […]

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Ask Bender: Canadian Stocks vs. Global Stocks (Part II)

In my last blog post, we found that overweighting Canadian stocks by about 30% (relative to a global market capitalization equity weight of about 3%) had historically resulted in a less risky portfolio.  Obviously, this analysis gave no guarantee of the minimum risk portfolio going forward, but it did provide a useful starting point for […]

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Ask Bender: Canadian Stocks vs. Global Stocks

During periods when global stocks have been outperforming Canadian stocks, I receive a growing number of questions asking why my model ETF portfolios are skewed so heavily towards Canadian stocks (as one might imagine, I receive the opposite feedback when Canadian stocks are outperforming global stocks).  The argument usually goes something like this:  Canadian stocks […]

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New Multifactor ETFs from iShares (Part II)

Last week we looked at the iShares Edge MSCI Multifactor Canada Index ETF (XFC), one of a trio of new ETFs based on multifactor indexes from MSCI. Recall that we found a few surprises in our analysis: a large part of the index’s performance could not be explained by the size, value, momentum and quality […]

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New Multifactor ETFs from iShares

So you’ve read all about the benefits of index investing. Your portfolio is dirt cheap and broadly diversified. Heck, you’ve even stopped checking your portfolio value on a daily basis. Just when you thought you had it all figured out, ETF providers drop a bombshell by claiming there may be a smarter way to invest. […]

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The Ultimate Buy-and-Hold Portfolio

A number of readers have asked me what I think about Paul Merriman’s Ultimate Buy-and-Hold Portfolio. It sure does have a nice ring to it (placing the word “ultimate” before anything tends to have that effect).  Merriman believes that you can increase the expected return of a simple Couch Potato portfolio by adding more small-cap […]

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Taxation of Foreign Income in a Corporate Account

Dan Bortolotti’s recent blog post raised a number of questions from his readers concerning the impact of foreign withholding taxes within a corporate account.  This is a hot topic, as many successful professionals are choosing to save within their corporation.  Couch Potato investors often allocate 40% or more to foreign stocks, so it’s important for […]

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New Tax Loss Selling ETF Pairs for 2016

It’s been almost three years since Dan Bortolotti and I released our popular Tax Loss Selling white paper. Throughout the paper, we showed investors how to implement a disciplined tax loss selling strategy, using Canadian-listed ETFs.  Near the end of the paper, we even provided suggested ‘tax loss selling pairs’ (which consist of a primary […]

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Split the EAFE for better returns?

The MSCI EAFE Index is arguably the most popular international index on the block. Many active fund managers’ returns are benchmarked to this index (and the majority of them fail to outperform it).  Couch potato investors also tend to allocate a portion of their portfolios to ETFs that track the MSCI EAFE or a similar […]

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Perfecting the Perfect Portfolio (Part II)

In my last blog post, I showed Couch Potato investors how they could reduce the foreign withholding tax drag in their RRSP accounts by holding US-listed ETFs.  I’ll admit that the proposed ETF changes required investors to roll up their sleeves a bit, but the cost savings could not be ignored.  But what if an […]

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