Channel Title: CANADIAN COUCH POTATO Channel Description: Dan Bortolotti is a portfolio manager with PWL Capital Inc. and is securities-licensed by the Canadian Investment Regulatory Organization (CIRO). Portfolio Management and brokerage services are offered by PWL Capital Inc, which is regulated by Canadian Investment Regulatory Organization (CIRO), and is a member of the Canadian Investor Protection Fund (CIPF). Financial planning and insurance products are offered by PWL Advisors Inc., and is regulated in Ontario by Financial Services Regulatory Authority of Ontario (FSRA) and in Quebec by the Autorité des marchés financiers (AMF). PWL Advisors Inc. is not a member of CIPF. <video> 23 – Ask the Spud Edition - The Canadian Couch Potato Podcast Description: Dan and Amanda answer questions from listeners on topics such as the risk of index funds shutting down, days you should avoid trading ETFs, and whether wealthy investors should hold more than traditional stock and bond portfolios. For complete show notes on our Ask the Spud Edition, visit https://www.canadiancouchpotato.com/podcast Read up on more insights and investing strategy on our PWL Capital page. https://www.pwlcapital.com/teams/toronto/?utm_source=youtube&utm_medium=copy&utm_campaign=ccp2019&utm_content=ep23 Canadian Couch Potato is presented as an educational resource and should not be construed as individualized investment advice, nor as a recommendation to buy or sell specific securities. The funds and portfolios discussed on the site are examples only and may not be appropriate for your individual circumstances. #canadiancouchpotato #danbortolotti #investing </video> <video> 24 - Mind Your Money Gaps with Preet Banerjee - Canadian Couch Potato Podcast Description: Preet Banerjee—blogger, author, media darling, aficionado of fine whiskey, and doctoral candidate—joins us to discuss his research on the financial industry in Canada and his outlook for the future of investing. Dan tries to keep it together while rebutting a “study” showing active funds outperform index funds. Finally, we consider whether REITs are a substitute for buying a rental property. For complete show notes on Mind Your Money Gaps with Preet Banerjee visit https://canadiancouchpotato.com/podcast/. Read up on more insights and investing strategy on our PWL Capital Toronto team page. https://www.pwlcapital.com/teams/toronto/?utm_source=youtube&utm_medium=copy&utm_campaign=ccp2019&utm_content=ep24 Canadian Couch Potato is presented as an educational resource and should not be construed as individualized investment advice, nor as a recommendation to buy or sell specific securities. The funds and portfolios discussed on the site are examples only and may not be appropriate for your individual circumstances. #canadiancouchpotato #danbortolotti #investing </video> <video> 15 - Value of Simple - Canadian Couch Potato Podcast Description: Dan chats with John Robertson, author of The Value of Simple, about the trade-offs between cost and complexity in investing. Then we take an in-depth look at a new family of Vanguard ETFs that allow you to build a one-fund portfolio. For complete show notes from this episode of Canadian Couch Potato please visit https://canadiancouchpotato.com/2018/03/17/podcast-15-the-value-of-simple/ Canadian Couch Potato is presented as an educational resource and should not be construed as individualized investment advice, nor as a recommendation to buy or sell specific securities. The funds and portfolios discussed on the site are examples only and may not be appropriate for your individual circumstances. #canadiancouchpotato #danbortolotti #indexinvesting </video> <video> 13 - Here Come Robots - Canadian Couch Potato Podcast Description: Robo-advisors are changing the investment landscape in Canada. To learn more about this trend, Dan speaks with Prof. Pauline Shum-Nolan of York University about the future of online ETF portfolio management. Then we answer a listener’s question about whether you should borrow to invest. For complete show notes from this episode of Canadian Couch Potato please visit https://canadiancouchpotato.com/2017/12/13/podcast-13-here-come-the-robots/ Canadian Couch Potato is presented as an educational resource and should not be construed as individualized investment advice, nor as a recommendation to buy or sell specific securities. The funds and portfolios discussed on the site are examples only and may not be appropriate for your individual circumstances. #canadiancouchpotato #danbortolotti #indexinvesting </video> <video> 17 - Keeping It Real with Ben Rabidoux - Canadian Couch Potato Podcast Description: Real estate analyst Ben Rabidoux joins Dan to discuss home ownership as an alternative to a traditional portfolio. Then Dan questions why investors would be attracted to ETFs that try to emulate hedge funds. Finally, he encourages Couch Potato investors to forget about keeping a “play money” account to trade individual stocks. For complete show notes from this episode of Canadian Couch Potato please visit https://canadiancouchpotato.com/2018/06/16/podcast-17-keeping-it-real-with-ben-rabidoux/ Canadian Couch Potato is presented as an educational resource and should not be construed as individualized investment advice, nor as a recommendation to buy or sell specific securities. The funds and portfolios discussed on the site are examples only and may not be appropriate for your individual circumstances. #canadiancouchpotato #danbortolotti #indexinvesting </video> <video> 21 - Larry Swedroe on Investing in Retirement - The Canadian Couch Potato Podcast Description: Larry Swedroe joins us to discuss his latest book on the challenges of investing in retirement. Then Dan warns about speculators who are held up as “success stories.” Finally, he offers advice for a reader looking to free himself from mutual funds with deferred sales charges. For complete show notes on Larry Swedroe on Investing in Retirement, visit https://canadiancouchpotato.com/2018/12/20/podcast-21-larry-swedroe-on-investing-in-retirement/ Larry's new book 'Your Complete Guide to a Successful & Secure Retirement Paperback' can be found here: https://amzn.to/2SdkbKX Canadian Couch Potato is presented as an educational resource and should not be construed as individualized investment advice, nor as a recommendation to buy or sell specific securities. The funds and portfolios discussed on the site are examples only and may not be appropriate for your individual circumstances. #canadiancouchpotato #danbortolotti #indexinvesting </video> <video> 20 - One-Stop ETF Shopping - The Canadian Couch Potato Podcast Description: Dan chats with one of the architects of Vanguard’s popular new asset allocation ETFs, which offer a simple one-fund portfolio for index investors. Then Dan questions whether investing courses are focusing on the right lessons. Finally, he answers a reader’s question about whether it’s better to stop buying bonds and make extra mortgage payments. For complete show notes on One-Stop ETF Shopping, visit https://canadiancouchpotato.com/2018/11/10/podcast-20-one-stop-etf-shopping/ Canadian Couch Potato is presented as an educational resource and should not be construed as individualized investment advice, nor as a recommendation to buy or sell specific securities. The funds and portfolios discussed on the site are examples only and may not be appropriate for your individual circumstances. #canadiancouchpotato #danbortolotti #indexinvesting </video> <video> 26 - ETF Deep Dive with Erika Toth - The Canadian Couch Potato Podcast Description: Erika Toth from BMO joins Dan for a discussion about the inner workings of ETFs and some of the misunderstandings surrounding these products. Then Dan considers whether the traditional method of building indexes according to company size is flawed. We wrap up with an answer to a listener’s question about how an ETF’s management fees are calculated. For complete show notes on ETF Deep Dive with Erika Toth visit - https://canadiancouchpotato.com/podcast/. Read up on more insights and investing strategy on our PWL Capital Toronto team page. https://www.pwlcapital.com/teams/toronto/?utm_source=youtube&utm_medium=copy&utm_campaign=ccp2019&utm_content=ep26 Canadian Couch Potato is presented as an educational resource and should not be construed as individualized investment advice, nor as a recommendation to buy or sell specific securities. The funds and portfolios discussed on the site are examples only and may not be appropriate for your individual circumstances. #canadiancouchpotato #danbortolotti #investing </video> <video> 22 - How Smart is Your Beta ETF? - The Canadian Couch Potato Podcast Description: John West of Research Affiliates explains smart beta, one of the most important ETF trends. Then Dan considers whether the last few years of strong stock returns has been a “rising tide that lifted all boats.” We round things off with a tribute to the late Jack Bogle, a hero to investors everywhere. For complete show notes on How Smart is Your Beta visit https://www.canadiancouchpotato.com/podcast. Canadian Couch Potato is presented as an educational resource and should not be construed as individualized investment advice, nor as a recommendation to buy or sell specific securities. The funds and portfolios discussed on the site are examples only and may not be appropriate for your individual circumstances. #canadiancouchpotato #danbortolotti #smartbetaetf </video> <video> 25 - Dr. Steve Wendel on Investor Success - Canadian Couch Potato Podcast Description: Psychologist Steve Wendel of Morningstar shares his experience on the behavioural challenges all investors face. Then Dan considers the pros and cons of using a one-fund solution compared with a portfolio built from individual ETFs. For complete show notes on Mind Your Money Gaps with Preet Banerjee visit https://canadiancouchpotato.com/podcast/. Read up on more insights and investing strategy on our PWL Capital Toronto team page. https://www.pwlcapital.com/teams/toronto/?utm_source=youtube&utm_medium=copy&utm_campaign=ccp2019&utm_content=ep25 Canadian Couch Potato is presented as an educational resource and should not be construed as individualized investment advice, nor as a recommendation to buy or sell specific securities. The funds and portfolios discussed on the site are examples only and may not be appropriate for your individual circumstances. #canadiancouchpotato #danbortolotti #investing </video> <video> 16 - Common Sense With Ben Carlson - Canadian Couch Potato Podcast Description: Dan talks investing with Ben Carlson, author of the book and blog A Wealth of Common Sense. Then he explains why candlesticks and death crosses are tools for the dumb money. In Ask the Spud, Dan answers a reader question about whether you need REITs in your ETF portfolio. For complete show notes from this episode of Canadian Couch Potato please visit https://canadiancouchpotato.com/2018/05/05/podcast-16-common-sense-with-ben-carlson/ Canadian Couch Potato is presented as an educational resource and should not be construed as individualized investment advice, nor as a recommendation to buy or sell specific securities. The funds and portfolios discussed on the site are examples only and may not be appropriate for your individual circumstances. #canadiancouchpotato #danbortolotti #indexinvesting </video> <video> 11 - Fighting Evil with Index Funds - Canadian Couch Potato Podcast Description: Dan talks to Mike Foy of JD Power about the research firm’s recent survey of DIY investors who use online brokerages. He then challenges a magazine article that claims index funds might be an economic evil. Finally, Dan and Amanda comfort an investor who took too much risk and paid the price. For complete show notes from this episode of Canadian Couch Potato please visit https://canadiancouchpotato.com/2017/10/05/podcast-11-fighting-evil-with-index-funds/ Canadian Couch Potato is presented as an educational resource and should not be construed as individualized investment advice, nor as a recommendation to buy or sell specific securities. The funds and portfolios discussed on the site are examples only and may not be appropriate for your individual circumstances. #canadiancouchpotato #danbortolotti #indexinvesting </video> <video> 14 - How to Make Millions in Bitcoin (Not Really) - Canadian Couch Potato Podcast Description: Ready to add bitcoin to your ETF portfolio? Dan explains why this is probably a terrible idea. In the interview segment, Dan is joined by financial planner and author Shannon Lee Simmons to discuss her new book Worry-Free Money. Finally, he answers a common question about dollar-cost averaging. For complete show notes from this episode of Canadian Couch Potato please visit https://canadiancouchpotato.com/2018/01/16/podcast-14-make-millions-in-bitcoin-not-really/ Canadian Couch Potato is presented as an educational resource and should not be construed as individualized investment advice, nor as a recommendation to buy or sell specific securities. The funds and portfolios discussed on the site are examples only and may not be appropriate for your individual circumstances. #canadiancouchpotato #danbortolotti #indexinvesting </video> <video> 12 - Robert Shiller: CAPE Crusader - Canadian Couch Potato Podcast Description: Dan and Prof. Robert Shiller (one of whom has won a Nobel Prize) talk about efficient markets, forecasting stock returns, and the Canadian housing market. Then Dan challenges a new book that promises to save investors from major drawdowns and answers a listener’s question about currency risk. For complete show notes from this episode of Canadian Couch Potato please visit https://canadiancouchpotato.com/2017/11/10/podcast-12-robert-shiller-cape-crusader/ Canadian Couch Potato is presented as an educational resource and should not be construed as individualized investment advice, nor as a recommendation to buy or sell specific securities. The funds and portfolios discussed on the site are examples only and may not be appropriate for your individual circumstances. Canadian Couch Potato is presented as an educational resource and should not be construed as individualized investment advice, nor as a recommendation to buy or sell specific securities. The funds and portfolios discussed on the site are examples only and may not be appropriate for your individual circumstances. #canadiancouchpotato #danbortolotti #indexinvesting </video> <video> 18 - Boots on Ground With Rob Carrick - Canadian Couch Potato Podcast Description: The Globe and Mail’s Rob Carrick talks about his 20-year career in financial journalism and how he manages to stay relevant to his readers. Then Dan takes issue with the idea that screening for individual stocks is like building a “personal index fund.” In the Ask the Spud segment, he argues that the market is efficient whether you’re picking growth stocks or betting against the Blue Jays. For complete show notes from this episode of Canadian Couch Potato please visit https://canadiancouchpotato.com/2018/07/12/podcast-18-boots-on-the-ground-with-rob-carrick/ Canadian Couch Potato is presented as an educational resource and should not be construed as individualized investment advice, nor as a recommendation to buy or sell specific securities. The funds and portfolios discussed on the site are examples only and may not be appropriate for your individual circumstances. #canadiancouchpotato #danbortolotti #indexinvesting </video>

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Description

Dan Bortolotti is a portfolio manager with PWL Capital Inc. and is securities-licensed by the Canadian Investment Regulatory Organization (CIRO).

Portfolio Management and brokerage services are offered by PWL Capital Inc, which is regulated by Canadian Investment Regulatory Organization (CIRO), and is a member of the Canadian Investor Protection Fund (CIPF).

Financial planning and insurance products are offered by PWL Advisors Inc., and is regulated in Ontario by Financial Services Regulatory Authority of Ontario (FSRA) and in Quebec by the Autorité des marchés financiers (AMF). PWL Advisors Inc. is not a member of CIPF.

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