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

Couch Potato Portfolio Returns for 2018

No one can say they weren’t expecting it. After a long and giddy bull market that began in 2009, we finally experienced a calendar year when even balanced portfolios delivered negative returns—something young investors may not have experienced b...

Beyond One-Stop ETF Shopping

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. If you want a globally diversified mix of 80% stocks and 20% bonds, for example, the Vanguard ...

iShares Launches All-in-One ETF Portfolios

Back in February, writing about the newly launched Vanguard’s asset allocation ETFs, I asked why it had taken so long for someone to create an ETF version of the traditional balanced index mutual fund. Now, just 10 months later, Canadian investors...

Podcast 21: Larry Swedroe on Investing in Retirement

In my final podcast episode of 2018, I’m joined by Larry Swedroe, who has long been one of my favourite authors on investing and financial planning. Larry and I discuss his latest book, Your Complete Guide to a Successful & Secure Retirement, and ...

What to do if you have too much in one stock

Nick is retiring with one-third of his investments in his employer's stock. What's the best way to diversify without taking a huge tax hit? [MoneySense]...