Scott Burns, columnist for the Dallas Morning News and creator of the original couch potato portfolio, has posted the performance numbers of all his passive portfolios here. Check out the impressive performance of the Canadian version of the portfolio here and another “lazy portfolio” here. I think these passive portfolios work really well because they are low-cost and take the emotion out of investing by periodic rebalancing.
[Note: This post has been updated as of Jan. 27, 2015 to note a couple of recent changes at discount brokers and to reflect the… Read More ›
The traditional Norbert Gambit takes advantage of inter-listed Canadian stocks (RIM on the TSX and RIMM on NASDAQ, for example) but many investors find that… Read More ›
When Scotiabank acquired the Canadian brokerage arm of E*Trade, the account I had opened with E*Trade to my participate in my employer’s Stock Purchase Plan… Read More ›
Manulife IncomePlus is a Guaranteed Minimum Withdrawal Benefit (GMWB) type of variable annuity product aimed at people who are about to retire or in their… Read More ›