MoneySense » Investing: The complete couch potato roadmap

Investing: The complete couch potato roadmap

Dan Bortolotti — Sun, 01 Nov 2009 00:00:00 +0000

Exchange-traded funds can help you build a low-cost portfolio that will put most professional money managers to shame. But with hundreds of ETFs now on the market, how do you know which to choose? We’ll help you find the ones that are right for you.

By: Comment of the day: Withholding tax on ETFs? | MoneySense

Comment of the day: Withholding tax on ETFs? | MoneySense — Wed, 10 Mar 2010 20:56:01 +0000

[...] comment, or really question, comes from Greg, who posted on our Complete Couch Potato Roadmap [...]

By: Greg

Greg — Wed, 10 Mar 2010 18:52:01 +0000

I have heard that there is U.S. withholding taxes on ETFs such as XIN – is this true? Is it possible to get this back? Also, are there withholding taxes on international funds? Thanks for your help – great approach to investing!

By: Canadian Couch Potato

Canadian Couch Potato — Fri, 05 Mar 2010 16:11:52 +0000

Margaret: CLF holds only short-term bonds (less than five years to maturity), while XBB holds bonds with longer maturities as well. As a result, XBB is more sensitive to interest rate changes. If you expect interest rates to rise, moving to short term bonds is a reasonable strategy. If you're in for the long term, however, trying to guess where interest rates are headed can get you into trouble.

By: mARGARET fALKINER

mARGARET fALKINER — Fri, 05 Mar 2010 03:26:44 +0000

I hold a ETF portfolio 40% XBB . 60% XIC I am thinking I should be holding a laddered Claymore ETF –CLF instead of XBB since I see interest rates riseing in the future.
What would advise?