Reboot Your Portfolio

9 Steps to Successful Investing with ETFs

By: Dan Bortolotti

Narrated by: Mr Daniel Hamel

Jumpstart your returns with a simple, low-fee investment strategy that beats most professional money managers.

With low-cost investment options widely available to everyone, why do so many Canadians still struggle to manage their money effectively?

Too many of us are seduced into believing that successful investing is about outsmarting the market and forecasting the economy, even though these strategies routinely fail. We focus on short-term market moves and which stocks to buy, losing sight of the fact that a portfolio is simply a tool to help us achieve our goals: buying a house, saving for a comfortable retirement, or putting our kids through university.

Whether your nest egg is $1,000 or $1 million, Reboot Your Portfolio is the roadmap you need to take control of your investments, shake off your bad habits, reduce your money stress, and enjoy the financial future you deserve.

• Offers a simple nine-step approach to building a low-cost, low-maintenance, diversified portfolio of exchange-traded funds (ETFs).
• Focuses on your long-term financial goals, not individual trades.
• Explains how to assemble a sophisticated portfolio with only a handful of index funds.
• Covers everything you need to know to set goals, select ETFs, open the right accounts, build and maintain your portfolio, and stick with your plan for the long haul.
• Written by a professional portfolio manager, award-winning journalist and creator of Canadian Couch Potato, one of the longest-running and most popular financial blogs in the country.

©2021 Dan Bortolotti (P)2025 Dan Bortolotti