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iShares MSCI World Index ETF (XWD)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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iShares Core Balanced ETF Portfolio (XBAL)
Q: If starting an RESP account today, would you go with Portfolio A or B? Will start drawing from account in 5 years.
A. VBAL
B. 40% XHY & 60% XWD, rebalanced annually
Thanks
A. VBAL
B. 40% XHY & 60% XWD, rebalanced annually
Thanks
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BMO S&P 500 Index ETF (ZSP)
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iShares MSCI World Index ETF (XWD)
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Vanguard FTSE Global All Cap ex Canada Index ETF (VXC)
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INVESCO QQQ Trust (QQQ)
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iShares U.S. Technology ETF (IYW)
Q: I am presently over invested inthe Technology Sector in the following,
IYW has 90% in Tech - own 150 shares
QQQ has 52% in Tech - own 25 shares
ZSP has 32% in Tech - own 480 shares
XWD has 26% in Tech - own 300 shares
VXC has 26% in Tech - own 200 shares
What is the best way to sell (all or part of) the above to reduce this category to 7% as suggested by your Potfolio Tracker?
Thanks for your great service.
IYW has 90% in Tech - own 150 shares
QQQ has 52% in Tech - own 25 shares
ZSP has 32% in Tech - own 480 shares
XWD has 26% in Tech - own 300 shares
VXC has 26% in Tech - own 200 shares
What is the best way to sell (all or part of) the above to reduce this category to 7% as suggested by your Potfolio Tracker?
Thanks for your great service.
Q: Hi there - thanks for your reply. Just a follow up for clarification. You mentioned XEQT has exposure to fixed income which you noted as a reason for a better etf for long term hold, but I think both XEQT and XWD are approximately 100% in equities, with a different approach to geographical weighting. Does this change your recommendation of XEQT over XWD long term? Thank you!