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iShares Core Balanced ETF Portfolio (XBAL $31.17)
- $31.17 Fwd P/E: 12.87X Cap: $1.45B
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Vanguard Conservative ETF Portfolio (VCNS $29.95)
- $29.95 Fwd P/E: 20.35X Cap: $514M
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Vanguard Balanced ETF Portfolio (VBAL $34.41)
- $34.41 Fwd P/E: 20.32X Cap: $3.08B
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Global X Balanced Asset Allocation ETF (HBAL $16.32)
- $16.32 Fwd P/E: 15.18X Cap: $158M
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Global X Conservative Asset Allocation ETF (HCON $14.11)
- $14.11 Fwd P/E: 15.18X Cap: $49M
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iShares Core Balanced ETF Portfolio (XBAL $31.17)
- $31.17 Fwd P/E: 12.87X Cap: $1.45B
- View XBAL Profile
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BMO Balanced ETF (ZBAL $41.59)
- $41.59 Fwd P/E: 27.14X Cap: $224M
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BMO Conservative ETF (ZCON $35.79)
- $35.79 Fwd P/E: 27.39X Cap: $43M
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iShares Core Conservative Balanced ETF Portfolio (XCNS $24.15)
- $24.15 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
Could I have your opinion and thanks for your service.
Rick
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BMO MSCI USA High Quality Index ETF (ZUQ $88.69)
- $88.69 Fwd P/E: 52.72X Cap: $885M
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BMO S&P 500 Index ETF (ZSP $93.49)
- $93.49 Fwd P/E: 57.26X Cap: $16.34B
- View ZSP Profile
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BMO S&P/TSX Capped Composite Index ETF (ZCN $36.13)
- $36.13 Fwd P/E: 20.49X Cap: $9.13B
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iShares Canadian Growth Index ETF (XCG $60.65)
- $60.65 Fwd P/E: 9.37X Cap: $99M
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $52.45)
- $52.45 Fwd P/E: 14.74X Cap: $3B
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $96.00)
- $96.00 Cap: $1.67B
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Vanguard Balanced ETF Portfolio (VBAL $34.41)
- $34.41 Fwd P/E: 20.32X Cap: $3.08B
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Vanguard Growth ETF Portfolio (VGRO $39.19)
- $39.19 Fwd P/E: 20.67X Cap: $5.89B
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Vanguard All-Equity ETF Portfolio (VEQT $48.33)
- $48.33 Fwd P/E: 12.76X Cap: $4.91B
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iShares Core Balanced ETF Portfolio (XBAL $31.17)
- $31.17 Fwd P/E: 12.87X Cap: $1.45B
- View XBAL Profile
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iShares Core Growth ETF Portfolio (XGRO $31.94)
- $31.94 Fwd P/E: 20.51X Cap: $2.54B
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iShares Core Equity ETF Portfolio (XEQT $35.82)
- $35.82 Fwd P/E: 20.82X Cap: $4.09B
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Q: Following up on Harrison's RESP question from February 10th, I'm seeking advice on ETF recommendations for my grandson's RESP. He turns two in March 2025, giving him approximately 16 years until he'll need the funds.
I appreciate your ETF recommendations, particularly the split between Canadian and US markets (VGG, ZSP, ZCN, XCG, VDY). I'm also considering ZUQ (BMO MSCI USA High Quality Index), but I'm wondering if it's too similar to ZSP? Your thoughts?
I do not like CDZs holdings as much.
You also mentioned two balanced ETFs in your response (XBAL and VBAL). The fixed income allocation is approximately 40% for these balanced ETFs. In contrast, XGRO and VGRO have a fixed income allocation of around 20%, and XEQT or VEQT have no fixed income. What I like about these allocation ETFs is they have some international exposure.
Considering the long-term horizon, I'm leaning towards XEQT/VEQT, which have no fixed income. My main question is whether the 20% fixed income component of XGRO/VGRO or even the XBAL/VBAL (40% fixed income) is necessary for a two-year-old’s RESP? Or are XEQT/VEQT too aggressive, considering the other ETFs mentioned?
Finally, wouldn't it be more appropriate to introduce a 100% fixed income ETF closer to the withdrawal age or perhaps three years before we start accessing the funds?
Deduct as many points as you think necessary.
As always thanks for the great advice.
Élaine
I appreciate your ETF recommendations, particularly the split between Canadian and US markets (VGG, ZSP, ZCN, XCG, VDY). I'm also considering ZUQ (BMO MSCI USA High Quality Index), but I'm wondering if it's too similar to ZSP? Your thoughts?
I do not like CDZs holdings as much.
You also mentioned two balanced ETFs in your response (XBAL and VBAL). The fixed income allocation is approximately 40% for these balanced ETFs. In contrast, XGRO and VGRO have a fixed income allocation of around 20%, and XEQT or VEQT have no fixed income. What I like about these allocation ETFs is they have some international exposure.
Considering the long-term horizon, I'm leaning towards XEQT/VEQT, which have no fixed income. My main question is whether the 20% fixed income component of XGRO/VGRO or even the XBAL/VBAL (40% fixed income) is necessary for a two-year-old’s RESP? Or are XEQT/VEQT too aggressive, considering the other ETFs mentioned?
Finally, wouldn't it be more appropriate to introduce a 100% fixed income ETF closer to the withdrawal age or perhaps three years before we start accessing the funds?
Deduct as many points as you think necessary.
As always thanks for the great advice.
Élaine
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BMO S&P 500 Index ETF (ZSP $93.49)
- $93.49 Fwd P/E: 57.26X Cap: $16.34B
- View ZSP Profile
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iShares Canadian Growth Index ETF (XCG $60.65)
- $60.65 Fwd P/E: 9.37X Cap: $99M
- View XCG Profile
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $37.91)
- $37.91 Fwd P/E: 5.74X Cap: $1.04B
- View CDZ Profile
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $52.45)
- $52.45 Fwd P/E: 14.74X Cap: $3B
- View VDY Profile
- View Questions on VDY
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $96.00)
- $96.00 Cap: $1.67B
- View VGG Profile
- View Questions on VGG
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Vanguard Balanced ETF Portfolio (VBAL $34.41)
- $34.41 Fwd P/E: 20.32X Cap: $3.08B
- View VBAL Profile
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iShares Core Balanced ETF Portfolio (XBAL $31.17)
- $31.17 Fwd P/E: 12.87X Cap: $1.45B
- View XBAL Profile
- View Questions on XBAL
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BMO Nasdaq 100 Equity Index ETF (ZNQ $100.97)
- $100.97 Fwd P/E: 72.62X Cap: $1.01B
- View ZNQ Profile
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Q: Can you name a handful of ETF options for long term holds in my son's RESP account. Growth, dividend, and balanced. Looking for exposure in Canada and USA. I don't want the headache of managing stocks for this portfolio. I'd rather have something that I can just buy and not look at it for 15 years until he needs it.
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