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Global X Active Global Dividend ETF (HAZ)
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Global X Balanced Asset Allocation ETF (HBAL)
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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
Q: Could you please indicate a preference between the two and why. Intentions are to hold in a registered account for a long term period 15-20yrs.
Thanks
Thanks
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Vanguard Balanced ETF Portfolio (VBAL)
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RBC Monthly Income Fund Series A (RBF448)
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Vanguard Retirement Income ETF Portfolio (VRIF)
Q: Good morning,
Q1. Could you please share your thoughts on the appropriateness of both of these funds or any other you may wish to recommend for a single 75 year old retiree with $200,000 in a TFSA ($88,000 and the balance ($112,000) in a Non-Registered account?
Q2. Do you have a preferred ETF and/or mutual fund that has the potential of distributing 4% to 5% for the next 15 years with no legacy concern?
Thank you.
Q1. Could you please share your thoughts on the appropriateness of both of these funds or any other you may wish to recommend for a single 75 year old retiree with $200,000 in a TFSA ($88,000 and the balance ($112,000) in a Non-Registered account?
Q2. Do you have a preferred ETF and/or mutual fund that has the potential of distributing 4% to 5% for the next 15 years with no legacy concern?
Thank you.