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Investment Q&A

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BMO S&P/TSX Capped Composite Index ETF (ZCN)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
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Vanguard All-Equity ETF Portfolio (VEQT)
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Berkshire Hathaway Inc. (BRK.B)
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Q: Hi, l have some cash to deploy in my cash account. I have a full position in ZCN. Thinking of buying full position in BRK and also VEQT full position.
My question is for a conservative investor 65%safer, 35% conservative growth.Would this be too much overlap of similar positions and sectors? Do you have an alternative? Thanks

Asked by Brad on April 29, 2024

5i Research Answer:

ZCN is ~100% Canada. VEQT is only 29% Canada; BRK.B has a mix of high quality companies, largely US based (but with international operations). For a Canadian investor we do not think there would be too much overlap. VIU can also be suggested for some international (non North America) exposure.

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