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- BMO Low Volatility Canadian Equity ETF (ZLB)
- Hydro One Limited (H)
- iShares MSCI USA Min Vol Factor ETF (USMV)
Q: I am setting up a TFSA for my wife. I have been managing my own TFSA for 7 years but my wife has maintained her account with a BMO investment advisor. We also both have RIFs managed by the same advisor. My TFSA has far outperformed the accounnts managed by the professional (thanks to your advice) but my wife is very risk adverse. She has about $100 K to invest. We are both in our 70s and don't have pressing needs for the cash. Could you. suggest a basket of Canadian/US stocks/etfs that would provide some low risk growth with a 10 year horizon.
- BMO Low Volatility Canadian Equity ETF (ZLB)
- BMO Low Volatility US Equity ETF (ZLU)
- iShares MSCI USA Min Vol Factor ETF (USMV)
- THOR Equal Weight Low Volatility (THLV)
Q: Please suggest some US equivalents to ZLB and your preferred account to hold them in.
- iShares Russell 2000 Growth ETF (IWO)
- BMO Aggregate Bond Index ETF (ZAG)
- BMO MSCI Emerging Markets Index ETF (ZEM)
- iShares Core Canadian Short Term Bond Index ETF (XSB)
- iShares Core MSCI EAFE IMI Index ETF (XEF)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
- Vanguard U.S. Dividend Appreciation Index ETF (VGG)
- iShares MSCI USA Min Vol Factor ETF (USMV)
- Vanguard S&P 500 ETF (VOO)
Q: I am currently managing my TFSA/RRSP funds and some money outside of registered accounts, which are largely individual stocks. With the market volatility, potential recession and war in Ukraine, I am finding it more difficult to keep on top of the individual stocks and am therefore considering going to ETF's. I am a year away from retirement but would be ok with more risk in the TFSA/RRSP's.
Could you please suggest 5 ETF's for the registered accounts and 5 ETF's for the non-registered accounts.
Thank you,
Jacquie
Could you please suggest 5 ETF's for the registered accounts and 5 ETF's for the non-registered accounts.
Thank you,
Jacquie
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