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5i Recent Questions
- BMO International Dividend ETF (ZDI)
- BMO S&P 500 Index ETF (ZSP)
- iShares S&P/TSX 60 Index ETF (XIU)
- Vanguard S&P 500 Index ETF (VFV)
- Vanguard Balanced ETF Portfolio (VBAL)
- Vanguard Growth ETF Portfolio (VGRO)
- BMO Money Market Fund (ZMMK)
Q: Hi 5i
I'd like to add to a small TFSA investment, which today is 100% in VGRO.ca.
I will add funds so that 25% will be in VGRO.ca and the other 75% would be spilt between 2 to 3 of these: ZMMK, VFV, ZSP, ZDI, XIU. Timeline is 2 to 3 years and thinking to be more conservative because already have VGRO for growth.
What would be your ranking highest to lowest. Are there other ETF's that I should consider?
Thanks!
I'd like to add to a small TFSA investment, which today is 100% in VGRO.ca.
I will add funds so that 25% will be in VGRO.ca and the other 75% would be spilt between 2 to 3 of these: ZMMK, VFV, ZSP, ZDI, XIU. Timeline is 2 to 3 years and thinking to be more conservative because already have VGRO for growth.
What would be your ranking highest to lowest. Are there other ETF's that I should consider?
Thanks!
- BMO Aggregate Bond Index ETF (ZAG)
- BMO Equal Weight REITs Index ETF (ZRE)
- BMO International Dividend ETF (ZDI)
- BMO Laddered Preferred Share Index ETF (ZPR)
- Global X Active Preferred Share ETF (HPR)
- iShares Convertible Bond Index ETF (CVD)
- iShares Core Canadian Long Term Bond Index ETF (XLB)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- SPDR Portfolio S&P 500 High Dividend ETF (SPYD)
Q: I have these ETF's in my portfolio, although they are a small percentage. I am wanting to do a clean up of most of my partial holdings in individual stocks and purchase more ETF's. I was going to add VIG as well. Could any of these ETF's be replaced with better ones or not bother with them, and what others do you suggest to compliment them for an income investor who wants to see a little growth as well in a well diverse portfolio? Thanks.
- BMO International Dividend ETF (ZDI)
- BMO MSCI USA High Quality Index ETF (ZUQ)
- WisdomTree Japan Hedged Equity Fund (DXJ)
- iShares Biotechnology ETF (IBB)
- Invesco Aerospace & Defense ETF (PPA)
- VanEck Morningstar Wide Moat ETF (MOAT)
- SPDR S&P Aerospace & Defense ETF (XAR)
- iShares Expanded Tech-Software Sector ETF (IGV)
- VanEck Vectors Semiconductor ETF (SMH)
- Direxion Nasdaq-100 Equal Weighted Index Shares (QQQE)
- Invesco S&P MidCap Quality ETF (XMHQ)
Q: I have partial positions in listed 10 ETFs - plus JPM Quality US Factor [JQUA] ETF.- did not come up on your list.
Your advice is requested on which ones to move to full positions now:
a) rank those to buy now and add others you like;
b) rank those to buy later when your price points realized
c) rank those that are could be sold.
Thank you
Your advice is requested on which ones to move to full positions now:
a) rank those to buy now and add others you like;
b) rank those to buy later when your price points realized
c) rank those that are could be sold.
Thank you
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