Articles By Dan Bortolotti:

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“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.

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

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

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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...

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

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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...

The fine art of rebalancing your portfolio
Senior couple talking with laptop computer

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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.

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

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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...

When you should take a break from investing

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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?

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

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

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

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

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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?

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