The MoneySense Guide to the Perfect Portfolio

by Dan Bortolotti

Updated for 2012, the MoneySense Guide to the Perfect Portfolio is a step-by-step approach to a whole new investing strategy that lowers your fees, boosts your returns and lets you sleep well at night. From MoneySense index investing expert Dan Bortolotti, plus a foreword by Editor Jonathan Chevreau.

Genres: Finance, Personal Finance, Nonfiction

138 pages, Kindle Edition

First published October 24, 2012

Reviews

[Steve Davis · Rating 5 out of 5]

This was a great, no nonsense and very simple to follow investing book. If you are looking at investing on your own, it is worth the time to read. The concept has been re-iterated in many other books that I've read from Tony Robbins to Robert Kiyosaki and I maybe like this one the best.

[Steven Brooker · Rating 5 out of 5]

Great resource for Canadians to begin their own investing journey

[Adam Sipos · Rating 4 out of 5]

Liked the approach and the book. My only gripe was that (unbeknownst to me before purchasing the book based on a recommendation) the target audience is primarily Canadian citizens, therefore many examples (retirement funds, tax rates, exchange rates to CAD) are very specific to the country.

[Ashleigh Mattern · Rating 4 out of 5]

Author Dan Bortolotti runs the website Canadian Couch Potato, which educates Canadians about passive investing. If you're a Canadian who wants to take control of your own investments with index mutual funds or exchange-traded funds, this is a great guide. He starts the book with a solid case for index investing, and lays out a step-by-step guide to making a plan and following through. I started the book only knowing I thought passive investing was a good idea, and finished feeling confident enough to open an account with a discount brokerage.

[Dmitry · Rating 4 out of 5]

An introduction to index investing specifically targeted at Canadians. If you're looking for a sane retirement strategy that makes sense than this book is worth a look. Briefly, none of us can predict how individual companies (stocks) are going to do, but the markets as a whole has been shown to have an overall positive trend over the last 150+ years or so. By betting on the market one'll get a mostly reliable return - with caveats.

[Ashish Shah · Rating 5 out of 5]

Quite a compelling argument in favour of the 'Couch Potato' investing strategy that proclaims passive investing is the way to go. Great read, and very practical examples and templates to help apply the information to your life. Recommended!

[Matthew · Rating 4 out of 5]

Good, practical tips for Canadian index investors. Presents an introduction to the concepts blogged about on the author's site: http://canadiancouchpotato.com/

[Thomas Leblanc-beauregard · Rating 5 out of 5]

Very clear and straightforward explanations on how to go about with financial planning and investment strategies. I'll be well-served to go back to this book once my portfolio grows some more!

[A · Rating 5 out of 5]

This is probably the best book about the how-tos of Index Investing I've ever read. It not only tells you *why* you should be index investing but also lays out the steps on how to go about doing it, whether to choose index funds vs ETFs, how to rebalance and make and stick to a plan. Would recommend to everyone who wants to start DIY investing for the long term.