Tips, tools and tutorials for
do-it-yourself ETF investors.
Latest from the CPM Blog
Asset Location – Part 1: Key Concepts
Hands down, asset location is the topic I receive the most questions about from readers, and with good reason. It’s easy to get bogged down in th
Tangerine’s Core vs. Global ETF Portfolios
Way back in 2008, an online bank called ING Direct launched what they called the “Streetwise Funds.” They were a family of balanced index funds,
Tracking the ACB of Your Asset Allocation ETF
One of the most complicated and tedious tasks you get to do as an investor is to calculate the adjusted cost base (or ACB) for each security in y
Latest Podcast
Podcast 10: All That Glitters Are Gold ETFs
In Episode 10 of the Canadian Portfolio Manager Podcast, Justin analyzes the historical returns of gold from 1972 to 2019 to help Canadian invest
Tips, tools and tutorials for
do-it-yourself ETF investors.
Canadian Portfolio Manager Blog helps new and seasoned DIY investors implement and manage their very own ETF portfolio.
Latest from the CPM Blog
Asset Location – Part 1: Key Concepts
Hands down, asset location is the topic I receive the most questions about from readers, and with good reason. It’s easy to get bogged down in the details and lose sight of the actual target. Specifically, asset location is about improving your overall portfolio’s tax-efficiency by being deliberate about where you’ll locate your overall stock vs. b
Asset Allocation ETFs
DIY Investing
Exchange Traded Funds
Portfolio Construction and Management
Latest from the CPM Blog
Asset Location – Part 1: Key Concepts
Hands down, asset location is the topic I receive the most questions about from readers, and with good reason. It’s easy to get bogged down in the details and lose sight of the actual target. Specifically, asset location is about improving your overall portfolio’s tax-efficiency by being deliberate about where you’ll locate your overall stock vs. b
