Return of Capital - Examples of Good and Bad among ETFs

Return of Capital (ROC) can be a thorny problem for investors seeking the highest after-tax income in a taxable account, though it can be a ...

GIC vs Tax-Advantaged Bond ETF - Which is best in a taxable account?

Situation: You have maxed out your RRSP and TFSA accounts and you want to put some fixed income in a taxable account, perhaps because your t...

New Improved Model Portfolio: The Smart Beta

Last week's post on the Swensen Seven model portfolio described a classic passive index ETF approach to building and managing a portfoli...

A Model Pre-Retirement Portfolio for Canadians - The Swensen Seven

David Swensen is justly famous as an investor for leading the fantastic multi-decade long term success of the Yale University endowment fun...