In Episode 10 of the Canadian Portfolio Manager Podcast, Justin analyzes the historical returns of gold from 1972 to 2019 to help Canadian investors decide whether the shiny yellow metal deserves a place in their portfolio. Using the data, Just

Hedging Your Bets, With Currency-Hedged ETFs

Aug 6th, 2020 32m 19s

In Episode 9 of the Canadian Portfolio Manager Podcast, we discuss whether currency-hedged ETFs make sense for Canadian investors. Steven Leong, of BlackRock Canada, joins us once again to share his insights on the purpose of currency-hedging,

Making Cents of Your ETF’s Loonie Currency Exposure

Jul 3rd, 2020 36m 40s

In Episode 8 of the Canadian Portfolio Manager Podcast, Justin starts off by answering a listener question regarding the currency exposure of two U.S. equity ETFs in the CPM model portfolios. Steven Leong, of BlackRock Canada, also drops in to

Asset Location Strategies with the “Plaid” Model ETF Portfolios

Jun 5th, 2020 34m 18s

In Episode 7 of the Canadian Portfolio Manager podcast, Justin takes investors on an epic journey through the new “Plaid” model ETF portfolios. During the show, investors will learn the asset location strategies necessary to manage their very o

Asset Location Strategies with the “Ludicrous” ETF Portfolios

May 1st, 2020 27m 47s

If you’re wondering whether you’re holding your ETFs in the right accounts, this episode of the CPM Podcast is for you. During the show, investors will learn how to properly implement a traditional asset location strategy with the new Ludicrous

Wrapping Your Head Around the “Ridiculous” Model ETF Portfolios

Apr 16th, 2020 23m 27s

In Episode 5 of the CPM Podcast, Justin continues to fine-tune his portfolios. He shows investors how they can cut the cost of their Vanguard or iShares asset allocation ETF by switching to one of his “Ridiculous” model portfolios. During the d

Shedding Light on the “Light” Model ETF Portfolios

Apr 9th, 2020 30m 59s

Justin has recently updated his Canadian Portfolio Manager (CPM) model ETF portfolios. There are now four CPM portfolio levels of complexity to choose from: Light, Ridiculous, Ludicrous or Plaid. Each of the models’ four levels is more difficul

Tax Me If You Can: Foreign Withholding Taxes on ETF Distributions

Jan 20th, 2020 42m 50s

In this tax-heavy episode, Justin discusses his part-time obsession – foreign withholding taxes. Throughout the show, he explains which specific ETFs are best held in each account type in order to reduce this largely hidden tax drag. He is join

Dumping Your Losers: Tax Loss Selling with ETFs

Nov 27th, 2019 57m 12s

In Episode 2, Justin gets into the weeds of tax loss selling with ETFs. You’ll learn the core rules to follow, common pitfalls to avoid, and the best “portfolio-tested” ETFs for implementing this tax-efficient strategy. Back by popular demand,

Plain and Simple: Vanguard’s Asset Allocation ETFs

Oct 16th, 2019 41m 32s

In the debut episode of the Canadian Portfolio Manager podcast, we kick things off by helping you choose which Vanguard Asset Allocation ETF is right for you. During the show, Justin estimates the future expected returns of these one-fund solut

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