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Alphabet Inc. (GOOG)
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JPMorgan Chase & Co. (JPM)
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Procter & Gamble Company (The) (PG)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
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Vanguard S&P 500 ETF (VOO)
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Vanguard Dividend Appreciation FTF (VIG)
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Vanguard Total Stock Market ETF (VTI)
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Berkshire Hathaway Inc. (BRK.B)
Q: I submitted this question on Sunday, so now re-submitting...
Asking this question for a friend who is relatively new to investing (and may be a future 5i client:-)
She has $200k in a non-registered account and is contemplating a balance of 75% US ETFs and 25% US equities, any sector. The account is growth-focused, moderate to medium risk; no funds will be withdrawn for 3-5 years. Given these parameters, please suggest 4 ETFs and 4 stocks she should consider. Thank you.
Asking this question for a friend who is relatively new to investing (and may be a future 5i client:-)
She has $200k in a non-registered account and is contemplating a balance of 75% US ETFs and 25% US equities, any sector. The account is growth-focused, moderate to medium risk; no funds will be withdrawn for 3-5 years. Given these parameters, please suggest 4 ETFs and 4 stocks she should consider. Thank you.
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iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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Vanguard Total Stock Market ETF (VTI)
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Vanguard All-Equity ETF Portfolio (VEQT)
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iShares Core Equity ETF Portfolio (XEQT)
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Simplify Hedged Equity ETF (HEQT)
Q: From a tax perspective, which of the above ETFs are best suited for:
1. TFSA
2. RRSP
1. TFSA
2. RRSP
Q: I'm planning on purchasing some additional US investments in my RRSP. I already own QQQ, which represents approximately 38% of my US holdings. I was planning on dividing the remaining 62% between SPY and VTI. I'm described as a growth investor with a 5-7 time horizon before possibly beginning withdrawals. May I get your thoughts on this division? Should I consider cutting back on QQQ to redistribute to the other two? The US represents 45% of my overall RRSP holdings.