“Do I really need to rebalance my investment portfolio?”
Even hands-off Couch Potato investors need a rebalancing strategy—not to boost returns, but to manage risk.
Articles By Dan Bortolotti:
Can you use the Couch Potato strategy to build a dividend-paying portfolio?
The short answer is yes—but just because you need cash flow from your portfolio doesn’t mean you need to...
Can your portfolio ever get too big for the Couch Potato strategy?
Its whimsical name gives this passive investment strategy an image problem, but it really is perfect for everyone. Here's...
The fine art of rebalancing your portfolio
Rebalancing shouldn't be expected to boost returns, and even occasionally lowers them. But you should still do it—just not...
Is moving $1 million out of segregated funds and into ETFs a good idea?
Sarah and her husband feel their RRSPs aren’t gaining as much as they should.
When you should take a break from investing
With marriage and a mortgage on the horizon, Eric might consider pausing his Couch Potato strategy to focus on...
A quick guide to how income distributions on ETFs and mutual funds work
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?
Rena wants to know a hedged ETF can protect her investments.
What to do when financial advisors don’t live up to their promises
Dana's $750,000 portfolio had weaker returns than her advisor promised. What should she do?