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Ask the Spud

bonds vs. cash

Canadian Couch Potato

Bond ETFs in taxable accounts

BMO and Horizons bond ETFs have very different structures

Bond ETFs in taxable accounts

Bonds

Global bonds: What you need to know

They're usually not worth the added complexity, cost and currency risk

Global bonds: What you need to know

Canadian Couch Potato

Rebalancing with cash flows

Disciplined investing means choosing long-term targets and adjusting to stay on course

Rebalancing with cash flows

ETFs

ShareOwner: Canada’s first ETF robo-advisor

The well-established firm is already known to dividend stock investors

ShareOwner: Canada’s first ETF robo-advisor

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Canadian Couch Potato

Are investors protected from brokerage bankruptcies?

The CIPF maintains a pool of money that can be used to compensate investors in the event of a...

Are investors protected from brokerage bankruptcies?

Canadian Couch Potato

Why do ETF yields differ?

Yield calculations are done differently south of the border.

Why do ETF yields differ?

Canadian Couch Potato

Is my pension like a bond?

If your pension is sufficient to meet your income needs, you can take as much or as little equity...

Is my pension like a bond?

Canadian Couch Potato

Is there an optimal portfolio?

Building a “portfolio optimizer” is useless. A roughly equal allocation of Canadian, U.S. and international stocks is best.

Is there an optimal portfolio?

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Canadian Couch Potato

When to buy U.S.-listed ETFs

The case for using U.S.-listed ETFs is not nearly as compelling as it used to be.

When to buy U.S.-listed ETFs

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