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BMO Equal Weight Utilities Index ETF (ZUT $24.16)
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BMO Low Volatility Canadian Equity ETF (ZLB $53.40)
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST $58.93)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $70.65)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $37.92)
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RBC Canadian Dividend Fund Series F (RBF607 $118.98)
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RBC Canadian Equity Income Fund Series F (RBF646 $46.01)
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Evolve Global Healthcare Enhanced Yield Fund (LIFE $18.56)
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Ninepoint Energy Fund (NNRG)
Q: I manage my daughter and her husband's investments. They currently own the above equities (except XST), plus fixed income. I would define them as conservative investors.
Regarding their asset allocation, I am still in the process of building out their portfolio. They are a little light on Consumer Staples. I was trying to find a suitable ETF and came up with XST.
Q#1 = What are your current thoughts on XST? The constituent holdings actually look pretty good. The various rates of return also look good.
Q#2 = Are there other ETFs that I should consider? I couldn't find a BMO version. I have read the past questions on XST and it appears to me that XST is the front runner (compared to VDC and XLP), when looking at past performance.
Thoughts? Agree?
Thanks for your help...much appreciated...Steve
Regarding their asset allocation, I am still in the process of building out their portfolio. They are a little light on Consumer Staples. I was trying to find a suitable ETF and came up with XST.
Q#1 = What are your current thoughts on XST? The constituent holdings actually look pretty good. The various rates of return also look good.
Q#2 = Are there other ETFs that I should consider? I couldn't find a BMO version. I have read the past questions on XST and it appears to me that XST is the front runner (compared to VDC and XLP), when looking at past performance.
Thoughts? Agree?
Thanks for your help...much appreciated...Steve
