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5i Recent Questions
- Global X Active Global Dividend ETF (HAZ)
- Global X Balanced Asset Allocation ETF (HBAL)
- Vanguard Retirement Income ETF Portfolio (VRIF)
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
Thank you
Mike
- iShares Core MSCI All Country World ex Canada Index ETF (XAW)
- Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
- Global X Balanced Asset Allocation ETF (HBAL)
- iShares Core Balanced ETF Portfolio (XBAL)
- iShares Core Growth Allocation ETF (AOR)
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
Thanks
Peter
- Global X S&P 500 Index Corporate Class ETF (HXS)
- iShares MSCI World Index ETF (XWD)
- Vanguard S&P 500 Index ETF (VFV)
- Vanguard U.S. Dividend Appreciation Index ETF (VGG)
- Vanguard Balanced ETF Portfolio (VBAL)
- Global X Balanced Asset Allocation ETF (HBAL)
Q: Good morning,
I am not crystal clear on the most tax efficient account to hold each of the above listed ETFs and before moving any of them to another type of account, I would very much appreciate your guidance on the most tax efficient type of account to hold each of the above listed ETFs.
The above listed ETFs are all held in our family Registered (RRSP/TFSA/RESP) and Non-Registered accounts.
Thank you and I'll await your sage advice.
I am not crystal clear on the most tax efficient account to hold each of the above listed ETFs and before moving any of them to another type of account, I would very much appreciate your guidance on the most tax efficient type of account to hold each of the above listed ETFs.
The above listed ETFs are all held in our family Registered (RRSP/TFSA/RESP) and Non-Registered accounts.
Thank you and I'll await your sage advice.
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