Canadian couch potato etf Jun 17, 2013 · Canadian Couch Potato 2017-12-02T21:19:47-05:00 June 17th, 2013 | Categories: Discount Brokers, ETFs | Tags: Discount Brokerages | 19 Comments One of the first rules of buying and selling ETFs is to always use limit orders , never market orders . These all-in-one ETF portfolios are the best solution for the vast majority of DIY investors. The all-in-one etfs like vgro and xgro likely made the Canadian couch potato portfolios obsolete for the average investor. com Jan 22, 2021 · In our last blog and video, Justin and I compared the popular Vanguard and iShares asset allocation ETFs, both of which are options in our model portfolios. A $1,000 investment in Nov 14, 2011 · Canadian Couch Potato 2018-06-17T21:27:51-04:00 November 14th, 2011 | Categories: ETFs and Funds | Tags: Risk Management | 16 Comments This is the final post in a series of three looking at the potential risks that ETFs may pose to the stability of financial markets. VTI is a core holding in my Complete Couch Potato portfolio, but VUN may be a better alternative for most Canadians. Feb 26, 2021 · Canadian Couch Potato 2021-06-04T08:38:56-04:00 February 26th, 2021 | Categories: ETFs and Funds | Tags: Indexes, Taxes | 71 Comments Are asset allocation ETFs cheap, well-diversified and convenient? Absolutely. 01%. Jan 28, 2020 · Canadian Couch Potato September 22, 2021 at 2:29 pm @John: The expected return on bonds is indeed low. Dec 18, 2014 · At Questrade, for example, the cost is $0. 05% on its broad-market Canadian equity fund… Oct 31, 2011 · Canadian Couch Potato 2021-01-07T16:14:06-05:00 October 31st, 2011 | Categories: ETFs and Funds | Tags: Risk Management | 10 Comments This post is the second of three that will look at the potential risks that ETFs may pose to the stability of financial markets. The fund: Vanguard FTSE All-World ex Canada Index ETF (VXC). 17% for the two Canadian Mar 3, 2015 · Canadian Couch Potato 2017-12-02T23:27:17-05:00 March 3rd, 2015 | Categories: Bonds, ETFs, Taxes | Tags: Taxes | 44 Comments Back in September, my colleague Justin Bender and I published a white paper entitled After-Tax Returns: How to estimate the impact of taxes on ETF performance . ” Mar 14, 2013 · Canadian Couch Potato 2016-12-28T10:19:48-05:00 March 13th, 2013 | Categories: ETFs | 18 Comments When I update the performance of my model portfolios, the returns I use are based on the annual change in each fund’s net asset value (NAV) . Just launched in May, the First Asset MSCI Canada Quality (FQC) is the only ETF that focuses on quality Canadian stocks. Looking to build your own Couch Potato portfolio with index funds or ETFs? We offer examples for all risk profiles. Most Canadian ETFs with foreign holdings — notably XSP, XIN, CLU and CWO — use currency hedging. No withholding tax issues. So in this unusual case, we had to choose a third Canadian equity ETF to use as our replacement. Jul 22, 2014 · Canadian Couch Potato 2017-12-02T23:17:11-05:00 July 22nd, 2014 | Categories: ETFs, New Products | Tags: New Products | 22 Comments When iShares launched its Core ETF series back in March it made some waves in the industry. Jun 27, 2014 · Canadian Couch Potato 2017-12-02T23:28:40-05:00 June 27th, 2014 | Categories: ETFs, Taxes | Tags: Taxes | 49 Comments If you’ve read our ironically titled white paper, As Easy as ACB , you understand how complex it can be to track the adjusted cost base of ETFs . Sep 17, 2012 · Canadian Couch Potato 2017-12-02T23:31:18-05:00 September 17th, 2012 | Categories: ETFs, Index funds, Taxes | Tags: Taxes | 223 Comments The Couch Potato strategy calls for a significant allocation to US and international stocks. Apr 26, 2017 · As it happens, bond ETFs have not been “continually losing money” at all. Jan 26, 2017 · In Episode 4 of the Canadian Couch Potato podcast, I answered the following question from a listener named Jakob: I’m currently investing with all my ETFs in RRSP and TFSA accounts. Sep 29, 2016 · Two different Canadian ETF providers offer funds based on the MSCI Quality Indexes. So when things are par, buy US, and when CDN is low, buy CDN. Jun 28, 2012 · Canadian Couch Potato 2017-12-02T21:20:39-05:00 June 28th, 2012 | Categories: Discount Brokers, ETFs | Tags: Discount Brokerages | 40 Comments Three discount brokerages in Canada now offer a menu of commission-free ETFs. 0039. May 8, 2014 · Canadian Couch Potato January 17, 2015 at 10:32 pm @ROS: I’m not sure I understand Peter’s question entirely. I kind of liked it when our dollar reached 80c a few weeks ago – it was a good middle ground, however I had no illusions it would stabilize there. Jan 23, 2020 · Canadian Couch Potato 2020-10-02T07:38:50-04:00 January 23rd, 2020 | Categories: ETFs and Funds, Indexing Basics | Tags: Model Portfolios | 362 Comments As long-time readers will know, I review my model portfolios once a year and, if necessary, make minor changes when better or cheaper funds have been launched. ). ] Sep 10, 2012 · Canadian Couch Potato 2012-12-03T11:56:50-05:00 September 10th, 2012 | Categories: ETFs | 24 Comments One of the most common misunderstandings about ETFs is that their daily trading volume has a large effect on their liquidity. We ended up using the iShares S&P/TSX 60 Index ETF (XIU), though other options would have been the Franklin FTSE Canada All Cap Index ETF (FLCD) or the TD Canadian Equity Index ETF (TDAM). ETFs have become the most popular product for Couch Potato investors, because many of them track well-known stock and bond indexes at extremely low cost. Oct 26, 2015 · Canadian Couch Potato 2018-05-29T22:05:48-04:00 October 26th, 2015 | Categories: ETFs, Indexes, New Products | Tags: Indexes, New Products | 26 Comments If you follow my model ETF portfolios, you may have noticed that one of your holdings has a new name. Jun 8, 2011 · @Canadian Couch Potato: Based on the information you have provided in your blogs/articles, I understand the risks involved with the swap agreement. Aug 27, 2013 · Canadian Couch Potato 2013-08-27T09:47:16-04:00 August 27th, 2013 | Categories: ETFs | 11 Comments There are many reasons why relatively few Canadian investors use ETFs compared with actively managed mutual funds. Nov 11, 2013 · I wanted to Thank you for opening my eyes to the Couch Potato Investing btw. This year, however… Jun 27, 2013 · Canadian Couch Potato 2017-12-02T21:41:23-05:00 June 27th, 2013 | Categories: ETFs, Foreign currency, Indexes, New Products | Tags: Foreign Currency | 48 Comments “Ask and ye shall receive. Oct 18, 2010 · Canadian Couch Potato 2018-06-17T20:20:04-04:00 October 18th, 2010 | Categories: ETFs and Funds, Portfolio Management | Tags: Discount Brokerages, Foreign Currency, Trading | 45 Comments Last week reader W. But although these two fund families get al [] Oct 14, 2022 · This traditional couch potato portfolio approach invests in Canadian stocks, U. First, the five model portfolios seem well designed on the equity side, with a good mix of Canadian, US, international and emerging markets, as well as REITs—very similar to what you’d see in my Complete Couch Potato. B. It has 25 holdings, the largest of which include CP and CN Railway, Couche Tard and Magna. Stock ETF ITOT: iShares Core MSCI EAFE IMI Index ETF XEF Oct 29, 2010 · If the Canadian dollar moves up or down 15% over the period you’re invested, that will clearly have far more impact than a lower MER or a currency exchange fee. They allow you to link your RRSP Jan 16, 2014 · My last post explained that Canadian investors are exposed to currency risk any time they hold US equities, even if their holding is an ETF or mutual fund that trades in Canadian dollars. Jan 19, 2012 · Canadian Couch Potato 2018-06-17T21:37:34-04:00 January 19th, 2012 | Categories: ETFs and Funds | Tags: Advisors | 26 Comments On the day his company announced it was acquiring Claymore , BlackRock’s CEO Bill Chinery called ETFs “electric cars in a world of internal combustion engines. Feb 18, 2021 · Canadian Couch Potato 2021-02-18T16:31:34-05:00 February 18th, 2021 | Categories: ETFs and Funds | Tags: Asset Allocation, New Products | 17 Comments The ongoing popularity of asset allocation ETFs is undoubtedly a good thing—maybe even revolutionary. However, the book value and sale price must be calculated using CAD, which makes the bookkeeping more complicated and is another reason to avoid US-listed ETFs in taxable accounts. The boldest move was to slash the fee to just 0. 03% compared to 4. Jun 9, 2014 · If you’re thinking about using ShareOwner’s service to build a Couch Potato portfolio, I’ll make a couple of suggestions. 62%, and I have some misgivings about this choice, but I think I can justify this as a small percentage holding and balanced against a larger batch of conventional Canadian stock ETF (VCE) with much lower MER in the usual economical range. But if he’s asking about choosing a bond ETF for a relatively short time horizon (less than 10 years) I’ll say a few things. and international markets. May 14, 2010 · Canadian Couch Potato 2019-10-01T15:04:47-04:00 May 14th, 2010 | Categories: ETFs and Funds | Tags: Discount Brokerages, Trading | 12 Comments I happened to have Google Finance open on my computer last week when the “flash crash” happened. The fixed income piece is Canadian investment-grade corporate bonds, Canadian government bonds, US high-yield bonds and cash. Dec 31, 2018 · Canadian Couch Potato 2019-02-27T11:41:06-05:00 December 31st, 2018 | Categories: ETFs and Funds, Portfolio Management | Tags: Asset Allocation, New Products | 90 Comments The new asset allocation ETFs launched by Vanguard and iShares in 2018 have made it easier than ever for investors to build a low-cost balanced portfolio. ] Sep 12, 2014 · Canadian Couch Potato 2017-12-02T23:28:28-05:00 September 12th, 2014 | Categories: ETFs, Taxes | Tags: Taxes | 67 Comments It seems Canadian ETF providers are paying more attention to foreign withholding taxes these days. However, the risk which concerns me, which I have not seen addressed, is the cash account risk. Jan 13, 2014 · Historically, the CDN will fluctuate anywhere between 0. Too bad all we can do when it comes to currency fluctuations is guess. ] Mar 1, 2016 · Canadian Couch Potato 2020-06-07T10:57:18-04:00 March 1st, 2016 | Categories: Bonds, ETFs, Indexes, Taxes | Tags: Bonds, Indexes, Taxes | 39 Comments When the BMO Discount Bond Index ETF (ZDB) was launched back in February 2014, it was unique: the first broad-market ETF in Canada made up primarily of bonds trading below their par value. iShares Core Canadian Short Term Corporate + Maple Bond Index ETF XSH: iShares U. Surely you can squeeze out even better performance with a more sophisticated portfolio. May 21, 2013 · Canadian Couch Potato 2017-04-23T13:05:51-04:00 May 21st, 2013 | Categories: ETFs, Index funds | 9 Comments Last week I shared my interview with Timothy Nash , president of Strategic Sustainable Investments , the blogger behind The Sustainable Economist , and an expert in socially responsible investing (SRI). S. (In Canada, especially, index mutual funds tend to be much more expensive. Feb 13, 2014 · It also explains why the ETF suddenly went from 9% to 49% invested in the iShares ETF: the managers were probably not able to efficiently invest all that new money directly in the stocks, so they have parked it in the iShares ETFs for now to maintain market exposure until they do. As my wife says… “Crooks in Suits. ” That should be the refrain of Couch Potato investors during the last 10 months or so as the industry has filled just about all the gaps in the ETF Apr 28, 2014 · Canadian Couch Potato 2017-12-02T23:17:43-05:00 April 28th, 2014 | Categories: Dividends, ETFs, New Products | Tags: Dividends, New Products | 14 Comments In January, RBC launched the Quant Dividend Leaders ETFs , a family of dividend-focused funds covering the Canadian, U. 23%: 0. Oct 14, 2022 · iShares Two-ETF Balanced Couch Potato Portfolio. ” Mar 7, 2016 · @ Canadian Couch Potato April 27, 2016 at 4:06 pm # I think we are done with the CAD appreciation for a while, and we are heading back to 70c and maybe below. It’s been a while since the last new article appeared on the Canadian Couch Potato blog, and over two years since the last podcast. The ETFs were copycats of what’s long been available from iShares, BMO and Vanguard, and the launch had almost no fanfare: one suspects Nov 19, 2014 · The BMO Discount Bond (ZDB), launched in February, is similar to traditional broad-market bond ETFs, such as the iShares Canadian Universe Bond (XBB), the Vanguard Canadian Aggregate Bond (VAB) and the BMO Aggregate Bond (ZAG). Swap out RB and CB for TSX-ETF and DJI-ETF, and you’ve just turbo-charged your exchange-linked investments. Thanks! I understand those risks are minimal for several reasons (only 10% max, only to gains, etc. May 13, 2014 · Canadian Couch Potato 2017-12-02T23:17:29-05:00 May 13th, 2014 | Categories: ETFs, New Products | Tags: New Products | 39 Comments [Note: This blog post was updated several hours after it was published, as new information became available. M1 Finance is a great choice of broker for U. How Mar 8, 2023 · Consisting of just three ETFs (a global ex-Canada all-cap equity ETF, a Canadian all-cap equity ETF, and a Canadian aggregate bond ETF), the old Canadian Couch Potato portfolio represented the I’ve seen this question recently and my answer was the same as (the last part) of yours. ) Jun 28, 2021 · The Tangerine Core Portfolios (as well as the traditional Couch Potato models) include equal amounts of Canadian, US and international stocks. 0409%: Vanguard Canadian Aggregate Bond Index ETF body of information for the couch Apr 15, 2013 · Canadian Couch Potato 2017-12-02T23:19:24-05:00 April 15th, 2013 | Categories: ETFs, Indexes, New Products | Tags: Indexes, New Products | 98 Comments In an era when ETFs are becoming increasingly narrow and specialized, the new iShares funds launched this week were a pleasant surprise. Jun 6, 2011 · Canadian Couch Potato 2018-06-17T21:02:56-04:00 June 6th, 2011 | Categories: ETFs and Funds | Tags: New Products, Taxes | 64 Comments Last fall, Horizons Exchange Traded Funds launched two innovative new ETFs. Nov 10, 2011 · Canadian Couch Potato 2018-06-17T21:27:37-04:00 November 10th, 2011 | Categories: ETFs and Funds | Tags: Fees, New Products | 36 Comments It’s not easy to make a splash in the crowded ETF space these days. While VTI’s annual fee is just 0. However, it’s important to understand the trade-offs if you would like to remove them from a balanced portfolio. So I’m pleased to [] Canadian Couch Potato 2021-10-26T19:48:11-04:00 ETFs and Funds , Financial Planning , Portfolio Management | 216 Comments Dec 3, 2012 · @Canadian Couch Potato I searched on ishares and did not find what is the turnover for these minimum volatility etfs but according the the MSCI web site, the turnover for the MSCI Canada Min Volume index is 21. Wouldn’t this work? Apr 18, 2013 · Canadian Couch Potato 2017-12-02T22:30:18-05:00 April 18th, 2013 | Categories: ETFs, Index funds, Indexes | Tags: Indexes | 18 Comments The ideal index fund would deliver the precise return of its benchmark, but we all know that’s not realistic. iShares MSCI World Index ETF (XWD): 60% iShares Core Canadian Universe Bond ETF (XBB): 40% iShares’ “total market” global equity ETF (ticker Oct 4, 2012 · Canadian Couch Potato 2017-12-02T23:20:13-05:00 October 4th, 2012 | Categories: ETFs, Indexes, New Products | Tags: Indexes, New Products | 26 Comments Vanguard has announced it is changing the benchmark indexes on four of its Canadian and 22 of its US ETFs, including some of its most popular funds. Jan 9, 2015 · Firstly, FXM, a Canadian value, and to some degree smallish cap fund which has an MER of 0. May 20, 2014 · Canadian Couch Potato 2017-12-02T21:27:36-05:00 May 20th, 2014 | Categories: Ask the Spud, Dividends, ETFs | Tags: Ask the Spud, Dividends | 19 Comments Q: The Vanguard S&P 500 (VFV) currently has a dividend yield of 1. and international Mar 26, 2012 · Canadian Couch Potato 2017-12-02T22:31:36-05:00 March 26th, 2012 | Categories: Bonds, Dividends, ETFs, Indexes | Tags: Dividends, Indexes | 20 Comments One of the problems with actively managed mutual funds is that you can never be sure that the risk level will remain constant. Aug 28, 2019 · Vanguard FTSE Developed All Cap ex North America Index ETF: 17. 0035 on Canadian stocks and ETFs, while Virtual Brokers charges $0. Apr 7, 2014 · Canadian Couch Potato 2017-12-02T23:29:31-05:00 April 7th, 2014 | Categories: ETFs, Taxes | Tags: Taxes | 46 Comments Last week I offered some tips for investors who are tracking their adjusted cost base with Vanguard ETFs. Indeed, over the three years ending March 31, broad-based funds such as the BMO Aggregate Bond Index ETF (ZAG) and the Vanguard Canadian Aggregate Bond Index ETF (VAB) returned close to 4% annually, with positive returns in each calendar year. Me and my wife love it. Jan 30, 2015 · @Cam: Capital gains on US-listed ETFs are taxed in the same way as Canadian ETFs. See full list on wealthawesome. 05% (compared with 0. Sep 12, 2015 · Canadian Couch Potato 2018-05-29T22:06:21-04:00 September 12th, 2015 | Categories: Discount Brokers, ETFs | Tags: Discount Brokerages, Trading | 34 Comments Most investors prefer using ETFs that are bought and sold frequently. The announcement came this week, and it affects some of the most popular funds in the Vanguard lineup: Jul 4, 2017 · Canadian Couch Potato 2018-05-29T21:49:52-04:00 July 4th, 2017 | Categories: Bonds, ETFs, Index funds, New Products | Tags: New Products | 26 Comments When RBC entered the ETF marketplace back in 2011, it tested the waters with a family of specialized bond ETFs . Oct 10, 2014 · Canadian Couch Potato 2015-12-15T07:57:53-05:00 October 10th, 2014 | Categories: ETFs | 49 Comments You knew it was coming: Vanguard Canada has dramatically reduced the fees on 11 of its ETFs. Dec 20, 2020 · Canadian Couch Potato 2020-12-27T17:58:30-05:00 December 20th, 2020 | Categories: ETFs and Funds | Tags: Asset Allocation, Discount Brokerages, Rebalancing | 97 Comments In the brief time they’ve been around, asset allocation ETFs have transformed the way DIY index investors manage their portfolios. I was just buying a bit of a new ETF that I was a bit unsure of (QRT) so this is reassuring. Sep 6, 2019 · Most of the swap-based ETFs in Horizons’ lineup are inappropriate for Couch Potato investors, but many buy-and-hold indexers use the Horizons S&P/TSX 60 Index ETF (HXT) and Horizons S&P 500 Index ETF (HXS) for the Canadian and US equity markets, respectively, and the Horizons Canadian Select Universe Bond ETF (HBB) has also been popular with Nov 10, 2018 · These globally diversified “funds of funds” are available in three versions: the Growth ETF Portfolio (VGRO) has a target of 80% stocks and 20% bonds, while the Balanced ETF Portfolio (VBAL) holds 60% stocks and the Conservative ETF Portfolio (VCNS) is 40% stocks. Even the asset allocation ETFs from Vanguard, iShares and BMO have a target of about 25% to 30% for Canadian stocks. Mar 23, 2017 · TD re-entered the ETF marketplace in 2016 with six funds covering the core asset classes: Canadian, US and international stocks (the latter two available with or without currency hedging) and Canadian bonds. Jan 26, 2012 · Canadian Couch Potato 2018-06-17T21:38:09-04:00 January 26th, 2012 | Categories: ETFs and Funds, Portfolio Management | Tags: Dividends, New Products, Taxes | 83 Comments If you’re investing outside of tax-sheltered accounts like RRSPs and TFSAs, you need to choose your investments carefully—otherwise you risk giving a big slice of your Apr 10, 2014 · According to this article, “phantom” re-invested distributions is only a problem with Canadian ETFs (and Canadian listed ETFs investing in US-listed ETFs). Feb 18, 2014 · @Tom: Emerging markets are included in VXUS in the Complete Couch Potato. By the spring it was shaping up to be the worst year for markets since 2008: when the market touched bottom on March 23, Canadian, U. Perhaps a suggestion for another post, curious to see your suggestions on ETFs to balance out the sector discrepancies in the 1/3 Cdn, 1/3 US, 1/3 Int that seems to be underweighted in tech and healthcare (I went with QRT and ZUH) if one desired to complicate things a Jan 17, 2022 · Canadian Couch Potato 2022-07-14T07:45:46-04:00 January 17th, 2022 | Categories: ETFs and Funds | Tags: Model Portfolios | 115 Comments In my last post I reviewed the returns of my model ETF portfolios in 2021. WELCOME TO CANADIAN COUCH POTATO. 12% for the MSCI Canada index. In each case, the underlying holdings are seven other Vanguard ETFs. Those Mutual Funds straight up, are stealing your money. Oct 26, 2021 · Canadian Couch Potato 2021-10-26T19:48:11-04:00 October 26th, 2021 | Categories: ETFs and Funds, Financial Planning, Portfolio Management | Tags: Books | 216 Comments It’s been a while since the last new article appeared on the Canadian Couch Potato blog , and over two years since the last podcast . asked why I recommend US-listed ETFs from Vanguard for the US and international equity components. Oct 15, 2013 · Canadian Couch Potato 2017-12-02T23:18:52-05:00 October 15th, 2013 | Categories: ETFs, New Products | Tags: New Products | 47 Comments I have to admit I was skeptical when the Horizons S&P/TSX 60 (HXT) appeared back in September 2010. Apr 4, 2013 · Canadian Couch Potato 2019-04-26T12:07:12-04:00 April 4th, 2013 | Categories: Dividends, ETFs, Taxes | Tags: Dividends, Taxes | 142 Comments Being a DIY investor is easy when all your accounts are tax-deferred. stocks, international developed market stocks and Canadian bonds using ETFs or index mutual funds. Jun 25, 2010 · Canadian Couch Potato 2019-07-20T14:56:20-04:00 June 25th, 2010 | Categories: ETFs and Funds, Indexing Basics | Tags: Discount Brokerages, Trading | 163 Comments [Note: A more up-to-date discussion of this idea, including a spreadsheet to help you with the math, can be found here . You just need to be comfortable with the counterparty risk inherent in any swap-based ETF, and the possibility that in the future the government may decide to put an end to this structure. It’s coming up to rebalancing time and I am struggling to determine the best way to rebalance. 8%: 0. Jul 17, 2023 · Couch Potato Portfolio ETF Pie for M1 Finance. The only three online brokerages that do this are Questrade, QTrade (a $50 annual fee applies) and RBC Direct Investing. Dec 31, 2020 · Canadian Couch Potato 2021-10-29T07:03:49-04:00 December 31st, 2020 | Categories: ETFs and Funds | Tags: Asset Allocation, Indexes, New Products | 48 Comments In our last blog and video , Justin and I compared the popular Vanguard and iShares asset allocation ETFs, both of which are options in our model portfolios . The index: The fund tracks the FTSE All-World ex Canada Index, which includes “primarily large- and mid-capitalization stocks of companies located in developed and emerging markets, excluding Canada. Jul 27, 2015 · Thanks for that great explanation. When I spoke about the ETF creating new shares, this is again only relevant for very large cash inflows. Oct 22, 2020 · That would have resulted in a superficial loss. Oct 16, 2014 · DN: Our asset classes are Canadian equities, US equities, foreign developed market equities, emerging markets, dividend stocks and real estate, and then there is a component of tactical stocks. Sep 13, 2012 · Canadian Couch Potato 2012-09-13T08:28:25-04:00 September 13th, 2012 | Categories: ETFs | 35 Comments On Monday I looked at the relationship between an ETF’s daily trading volume and its liquidity . Only the Global Couch Potato does not include them, since it would require an additional fund with a small allocation and the Global CP is designed to be simple. Nov 20, 2013 · Canadian Couch Potato 2021-07-05T10:11:44-04:00 November 20th, 2013 | Categories: Discount Brokers, ETFs | Tags: Discount Brokerages | 39 Comments Trading commissions get a lot of attention from ETF investors, and rightly so. Apr 22, 2014 · Less than a month ago, BlackRock aggressively cut the management fees on several of its core ETFs. Jul 10, 2014 · This post is part of a series that takes a detailed look at specific Canadian ETFs or index funds. Sep 27, 2011 · There comes a time in every Couch Potato’s life when he or she has to answer a nagging question: can I do better? Sure, the three or four plain-vanilla funds in the Global Couch Potato have an excellent track record. In my example, Gerry owned the Vanguard S&P 500 (VOO) , which is listed on the New York Stock Exchange and trades in US dollars, while his wife Sharon owned Dec 28, 2011 · Canadian Couch Potato 2018-06-17T21:35:59-04:00 December 28th, 2011 | Categories: ETFs and Funds, Indexing Basics | Tags: Trading | 9 Comments The Couch Potato strategy thrives on simplicity, but advanced index investors (geeks) should understand what goes on under the hood of ETFs. investors to implement the Couch Potato Portfolio because it makes annual rebalancing seamless and easy with one click (consistent with Scott Burns's recommendation of simplicity and low effort), has zero transaction fees, and incorporates dynamic rebalancing for new deposits. Jan 20, 2015 · Canadian Couch Potato 2018-05-29T21:51:28-04:00 January 20th, 2015 | Categories: Discount Brokers, ETFs | Tags: Discount Brokerages, Trading | 34 Comments Experienced investors know the theory: ETFs are supposed to trade very close to their net asset value ( NAV ). The largest ETF providers in Canada— Vanguard , BlackRock (iShares) , and BMO —offer a family of asset allocation ETFs with options ranging from aggressive to conservative. Oct 19, 2010 · If you plan to use US-listed ETFs in your Couch Potato portfolio, consider these strategies to dramatically lower your costs: Use a brokerage that allows you to hold US dollars inside an RRSP. Oct 12, 2010 · Canadian Couch Potato 2020-10-07T11:49:35-04:00 October 12th, 2010 | Categories: Asset Classes, ETFs and Funds | Tags: Cash, Discount Brokerages | 147 Comments [Note: This post was updated in October 2020. It appears that US-listed ETFs do no have re-invested distributions… It would be interesting to know if there a is reason for this difference ? Jan 22, 2021 · Canadian Couch Potato 2022-01-06T19:32:17-05:00 January 22nd, 2021 | Categories: ETFs and Funds | Tags: Model Portfolios | 188 Comments Just about everyone was happy to wave goodbye to 2020. But they’re just so dull. 7 and parity with USD. Feb 20, 2014 · Canadian Couch Potato 2017-12-02T23:29:50-05:00 February 20th, 2014 | Categories: ETFs, Index funds, Research, Taxes | Tags: Taxes | 146 Comments Back in the fall of 2012, I wrote a pair of blog posts about the impact of foreign withholding taxes in US and international equity funds. . 44%, but the US-listed version of the same ETF has a yield of 2. Nov 15, 2016 · Canadian Couch Potato 2018-05-29T21:35:22-04:00 November 15th, 2016 | Categories: Ask the Spud, ETFs | Tags: Ask the Spud | 22 Comments Q: I noticed the unit price of some iShares ETFs changed radically last week. Presently , we have over 150 000 k invested in the complete couch potato portfolio and We CAN SLEEP AT NIGHT. Sep 30, 2014 · Canadian Couch Potato 2017-12-02T23:28:13-05:00 September 30th, 2014 | Categories: Dividends, ETFs, Research, Taxes | Tags: Dividends, Taxes | 23 Comments When you invest in a non-registered account, you need to be concerned about more than just your funds’ performance: you also need to know how much of your return will be eaten up by taxes. Jan 18, 2011 · Which is it – should ETFs such as CDZ or XDV be used as part of a self-respecting, card-carrying couch potato portfolio or not? I am asking in the context of a portfolio where the horizon is short to medium (3-5 years), not for long term investing (say, RRSP with 20 years horizon). Feb 24, 2011 · I have invested approximately $65,000 in these three ETFs: VSB (20%) VXC (40%) VCN (40%) I would like my portfolio to follow a little closer to the Canadian Couch Potato Assertive portfolio, so I need to increase my VSB and VXC, and decrease my VCN. Aug 16, 2013 · Vanguard’s initial launch in 2011 included a version of this fund with currency hedging , but this new ETF is not hedged to Canadian dollars. Treasury Bond ETF GOVT: iShares Broad USD Investment Grade Corporate Bond ETF USIG: iShares All-Equity ETF Portfolio XEQT: iShares Core S&P/TSX Composite Index ETF XIC: iShares Core S&P Total U. ” Dec 15, 2014 · ETF providers say you can call them to arrange a “block trade” if it’s a very large order, but we’re talking about seven figures: an advisor, for example, might do this when buying for several clients at the same time. Jun 20, 2016 · Canadian Couch Potato 2018-05-29T21:43:51-04:00 June 20th, 2016 | Categories: Asset Classes, Behavioral Finance, ETFs, Taxes | Tags: Taxes | 63 Comments I used to own one of those one-piece cutlery tools designed for hiking and camping—the kind with a knife, fork and spoon that all fold into a single unit. Mar 6, 2013 · Canadian Couch Potato September 14, 2014 at 5:29 pm @Susan: HBB is certainly more tax-efficient than traditional bond ETFs. Aug 30, 2019 · Canadian Couch Potato 2020-10-02T08:11:30-04:00 August 30th, 2019 | Categories: ETFs and Funds | Tags: Indexes | 279 Comments For almost 20 years, the TD e-Series mutual funds have been one of the cheapest and easiest ways to build a Couch Potato portfolio. orehv iklflz cglame djssa kbfsrt apw miba qqsjinn eobhgo sbjf