Dan Bortolotti

How moving to the U.S. affects your Couch Potato strategy

Online only, 23/08/2019 / Comments (0)

Canadians who move to the United States need to think about shifting their asset allocation, as well as closing certain accounts.

Should millennial Couch Potatoes consider an all-equity portfolio?

Online only, 02/08/2019 / Comments (0)

Conventional wisdom says young people can afford to be aggressive with their investments, but keep in mind that just because the last 10 years have been great for stocks doesn’t mean a painful downturn isn’t in the cards.

Maintaining your asset allocation while you draw down funds from a RRIF

Online only, 26/07/2019 / Comments (0)

If you plan on managing your own investments in retirement, here’s a simple way to rebalance your portfolio.

“Do I really need to rebalance my investment portfolio?”

Online only, 12/07/2019 / Comments (0)

Even hands-off Couch Potato investors need a rebalancing strategy—not to boost returns, but to manage risk.

Can you use the Couch Potato strategy to build a dividend-paying portfolio?

Online only, 24/06/2019 / Comments (0)

The short answer is yes—but just because you need cash flow from your portfolio doesn’t mean you need to load up on dividend-paying stocks.

Can your portfolio ever get too big for the Couch Potato strategy?

Online only, 07/06/2019 / Comments (0)

Its whimsical name gives this passive investment strategy an image problem, but it really is perfect for everyone. Here’s why.

The fine art of rebalancing your portfolio

Online only, 23/05/2019 / Comments (0)

Rebalancing shouldn’t be expected to boost returns, and even occasionally lowers them. But you should still do it—just not too often. Here’s why.

Is moving $1 million out of segregated funds and into ETFs a good idea?

Online only, 09/05/2019 / Comments (0)

Sarah and her husband feel their RRSPs aren’t gaining as much as they should.

When you should take a break from investing

Online only, 26/04/2019 / Comments (0)

With marriage and a mortgage on the horizon, Eric might consider pausing his Couch Potato strategy to focus on other financial priorities.

A quick guide to how income distributions on ETFs and mutual funds work

Online only, 12/04/2019 / Comments (0)

If Steve sold his units just before the income distribution date, would he still receive an income payment?

ETFs that limit losses in an investment portfolio: are they for real?

Online only, 05/04/2019 / Comments (0)

Rena wants to know a hedged ETF can protect her investments.

What to do when financial advisors don’t live up to their promises

Online only, 29/03/2019 / Comments (0)

Dana’s $750,000 portfolio had weaker returns than her advisor promised. What should she do?

How to use ETFs in your child’s RESP

Online only, 22/03/2019 / Comments (0)

Asset allocation ETFs can provide one-stop shopping for RESPs

The best TFSA investment for a time horizon of 3 to 5 years

Online only, 08/03/2019 / Comments (0)

And why an ETF may not be the answer

An advisor is charging 1.95% for an ETF portfolio. That’s too high.

Online only, 22/02/2019 / Comments (0)

Doris wants to know what she should be paying for her $100,000 portfolio.