Couch Potato Portfolio Returns for 2018

Jan 12 13:01 2019 Print This Article

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 before. Things actually looked fine until the early fall, but the last four months swiftly erased most of the gains investors enjoyed to that point.

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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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