Canadian Couch Potato

This blog is designed for Canadians who want to learn more about investing using index mutual funds and exchange-traded funds (ETFs). The Couch Potato strategy—also called index investing, or passive investing—is growing in popularity as more people become disillusioned with overpriced, actively managed mutual funds and stock-picking strategies that try, usually in vain, to beat the market. The blog’s author is Dan Bortolotti, CFP, CIM, an investment advisor and financial planner with PWL Capital in Toronto, where he and his colleagues provide portfolio management using the same strategies described in this blog. Dan is also a veteran journalist and author who has written about personal finance for many Canadian magazines, including MoneySense (where he is a columnist and contributing editor), Canadian MoneySaver and Financial Post. Dan is also the author of The MoneySense Guide to the Perfect Portfolio, a complete guide to index investing in Canada, which was published in three editions. Dan’s has won numerous awards for his writing on personal finance. Just one year after it was launched in 2010, Canadian Couch Potato was selected by The Globe and Mail as the best investing blog in Canada. Dan’s feature writing in MoneySense won a National Magazine Award (Silver) in 2014, and he has been nominated for seven other NMAs since 2010. He was named Journalist of the Year by the CFA Society of Toronto in 2013, and he received the TSX Private Markets Award for Outstanding Inter

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Awards & Publications

The MoneySense Guide to the Perfect Portfolio, 2013 (a handbook for do-it-yourself investors) Hope in Hell, 2010 (a widely acclaimed portrait of the Nobel-winning humanitarian organization Doctors Without Borders) Wild Blue, 2009 (a natural history of the blue whale) Canadian Couch Potato Selected b

Latest Articles

Do I really need to rebalance my portfolio?

Being a hands-off investor is fine, but everyone needs to rebalance occasionally—not to boost returns, but to manage risk [MoneySense]...

Podcast 25: Dr. Steve Wendel on Investor Success

The latest episode of the Canadian Couch Potato podcast features an interview with Dr. Stephen Wendel, Head of Behavioural Science at Morningstar. Wendel heads up a research initiative called the Investor Success Project, which focuses on the human ...

Should you favour dividend ETFs in retirement?

Drawing down your Couch Potato portfolio? That doesn't mean you need to switch to a dividend strategy. [MoneySense]...

Should you rebalance more frequently?

Can you boost returns by rebalancing your portfolio more often? Turns out the opposite may be true [MoneySense]...

Podcast 24: Mind Your Money Gaps with Preet Banerjee

In episode 24 of the Canadian Couch Potato podcast, I’m joined by Preet Banerjee, the Renaissance man of personal finance. After a stint as an investment advisor, which ended in disillusionment, Preet went on to become a media personality, an auth...