The Path

Our Take — long-form essays.

Strong opinions on covered calls, forex, currency, and home bias.

  1. 01

    The Dividend & Covered Call Trap: Why VEQT Beats "Income" ETFs

    Covered-call ETFs promise 14% yields. The math says you'll still come out behind.

    12 min read  →
  2. 02

    Forex Trading vs. Just Buying VEQT: The Opportunity Cost Nobody Talks About

    Five hundred hours, 97% of traders lose money, and the same time invested elsewhere compounds into a million-dollar gap. The opportunity cost in plain numbers.

    12 min read  →
  3. 03

    The Case for VEQT's Canadian Home Bias

    A 10x overweight to Canada looks irrational on paper. Here's the evidence for why it makes sense when you live, earn, and spend in Canadian dollars.

    8 min read  →
  4. 04

    How Currency Movements Affect Your VEQT Returns

    The S&P 500 is up but your VEQT is flat? It's probably the Canadian dollar. Here's how currency risk works in an all-in-one global ETF.

    7 min read  →
  5. 05

    What VEQT's MER Actually Costs You

    VEQT's effective MER is ~0.20% after the November 2025 fee cut. That sounds cheap. But what does it actually cost you over a lifetime of investing? We did the math.

    7 min read  →