Global X Balanced Asset Allocation ETF (HBAL)

Global X Balanced Asset Allocation ETF (HBAL $16.24)
- $16.24 Fwd P/E: 15.18X Cap: $158M
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Vanguard Conservative ETF Portfolio (VCNS $29.96)
- $29.96 Fwd P/E: 20.35X Cap: $516M
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Vanguard Balanced ETF Portfolio (VBAL $34.34)
- $34.34 Fwd P/E: 20.32X Cap: $3.10B
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Global X Balanced Asset Allocation ETF (HBAL $16.24)
- $16.24 Fwd P/E: 15.18X Cap: $158M
- View HBAL Profile
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Global X Conservative Asset Allocation ETF (HCON $14.15)
- $14.15 Fwd P/E: 15.18X Cap: $49M
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iShares Core Balanced ETF Portfolio (XBAL $31.11)
- $31.11 Fwd P/E: 12.87X Cap: $1.46B
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BMO Balanced ETF (ZBAL $41.51)
- $41.51 Fwd P/E: 27.14X Cap: $225M
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BMO Conservative ETF (ZCON $35.87)
- $35.87 Fwd P/E: 27.39X Cap: $43M
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iShares Core Conservative Balanced ETF Portfolio (XCNS $24.05)
- $24.05 Fwd P/E: 13.27X Cap: $214M
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Q: Seeking an conservative - balanced ETF portfolio of $800,000 new money in Canadian Dollars.
Could I have your opinion and thanks for your service.
Rick

Read Answer Asked by Rick on June 30, 2025

Global X Active Global Dividend ETF (HAZ $38.60)
- $38.60 Fwd P/E: 31.45X Cap: $415M
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Global X Balanced Asset Allocation ETF (HBAL $16.24)
- $16.24 Fwd P/E: 15.18X Cap: $158M
- View HBAL Profile
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Vanguard Retirement Income ETF Portfolio (VRIF $25.44)
- $25.44 Fwd P/E: 19.03X Cap: $306M
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Q: High, I'm a 62 year old retiree with the following ETF'S in my portfolio: HBAL, HAZ, VRIF & VDY. I currently have 25% cash holding and looking to invest in a global balanced fund geared more towards the US market.Can you please recommend 2 ETF'S that would compliment the above holdings.
Thank you
Mike

Read Answer Asked by Mike on December 03, 2024

iShares Core MSCI All Country World ex Canada Index ETF (XAW $46.62)
- $46.62 Fwd P/E: 40.36X Cap: $2.94B
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $38.88)
- $38.88 Fwd P/E: 12.05X Cap: $4.81B
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Global X Balanced Asset Allocation ETF (HBAL $16.24)
- $16.24 Fwd P/E: 15.18X Cap: $158M
- View HBAL Profile
- View Questions on HBAL
iShares Core Balanced ETF Portfolio (XBAL $31.11)
- $31.11 Fwd P/E: 12.87X Cap: $1.46B
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iShares Core 60/40 Balanced Allocation ETF (AOR $61.12)
- $61.12 Fwd P/E: 31.43X Cap: $2.49B
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Q: In an effort to minimize currency exchange costs, I am using separate all-in-one etfs for my CAD and USD accounts. The xbal for the CAD and the AOR for the USD account. I would be interested to know your thoughts and whether this merits attention. The xbal and others similar have huge Canadian weight which I would be happy to avoid. On the USD side they seem to have this sorted. My biggest beef there is that it is very US heavy and frustratingly, not visible in the 5i database. Could you please advise on option of xbal and aor, and also please look into integration of the AOR and comparable series?
Thanks
Peter

Read Answer Asked by Peter on November 28, 2024