Canadian Portfolio Manager Podcast
10 episodes - English - Latest episode: almost 4 years ago - ★★★★★ - 1 ratingThe ultimate guide to ETF investing for Canadians. Hosted by Justin Bender of PWL Capital.
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Episodes
All That Glitters Are Gold ETFs
October 08, 2020 12:50 - 29 minutes - 33.2 MBIn 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, Justin sets out to determine if any of the hype is warranted – has gold historically been a decent safe haven, portfolio diversifier, return enhancer and/or inflation hedge for Canadian investors? At the end of the show, we pit two gold ETFs (IAU and GLD) ...
Hedging Your Bets, With Currency-Hedged ETFs
August 06, 2020 14:35 - 32 minutes - 37 MBIn 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, as well as the firm’s currency-hedging process. We then break for an ETF Kombat between XSP (the granddaddy of currency-hedged ETFs), and its younger rival, XUH. We’ll then take a deep dive into the historical risk and return data to help you decide w...
Making Cents of Your ETF’s Loonie Currency Exposure
July 03, 2020 11:00 - 36 minutes - 50.3 MBIn 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 provide his currency insights throughout the episode. We then embark upon a most excellent currency adventure with Bill and Ted - two pals who are trying to wrap their heads around the confusing world of currencies. The currency exposure of internation...
Asset Location Strategies with the “Plaid” Model ETF Portfolios
June 05, 2020 18:35 - 34 minutes - 39.2 MBIn 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 own Plaid portfolio. Michael James (creator of the popular personal finance blog, Michael James on Money) will also drop by to share his personal experiences managing a Plaid-like portfolio. As always, there will be an exciting ETF Kombat – this time, b...
Asset Location Strategies with the “Ludicrous” ETF Portfolios
May 01, 2020 13:04 - 27 minutes - 38.2 MBIf 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 Model ETF Portfolios. Justin will also reveal why a Ludicrous portfolio can be a superior choice to simply holding the same asset allocation ETF across each account. We’ll then break up the discussion with an ETF Kombat between two popular U.S. equity...
Wrapping Your Head Around the “Ridiculous” Model ETF Portfolios
April 16, 2020 20:37 - 23 minutes - 32.2 MBIn 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 discussion, investors will discover the many benefits of using U.S.-based foreign equity ETFs in their RRSP, and also learn how tax-efficient bond ETFs can help to reduce their tax bill in taxable accounts. And in this episode’s ETF Kombat, the BMO Disc...
Shedding Light on the “Light” Model ETF Portfolios
April 09, 2020 10:00 - 30 minutes - 42.6 MBJustin 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 difficult to manage than the last … and arguably, more powerful. In this four-part podcast series, Justin will discuss each of his four model ETF portfolio levels in painstaking detail, starting with the Light portfolios. We’ll also lighten up the discussion...
Tax Me If You Can: Foreign Withholding Taxes on ETF Distributions
January 20, 2020 15:40 - 42 minutes - 58.8 MBIn 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 joined by industry experts from BMO, BlackRock and Vanguard, who each discuss their company’s approach to mitigating this cost. ZEM and XEC also go head-to-head in the latest ETF Kombat. As a side-bar, Justin’s popular model ETF portfolios have been update...
Dumping Your Losers: Tax Loss Selling with ETFs
November 27, 2019 16:12 - 57 minutes - 78.6 MBIn 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, the show also features another ETF Kombat, this time with VCN and XIC facing-off in an epic battle you can’t miss. And if you don’t have time to listen to the entire episode, skip ahead to the TLDL (too long, didn’t listen) segment, where the entire ep...
Plain and Simple: Vanguard’s Asset Allocation ETFs
October 16, 2019 14:08 - 41 minutes - 57 MBIn 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 solutions, and also discusses the reasons for their overweight to Canadian stocks. At the end of the podcast, personal finance expert, Robb Engen (of Boomer and Echo fame), asks Justin whether he should optimize his portfolio to save on product fees and tax...