Q: Hi, thank you for answering my previous question. I wanted to ask a follow up.
[Previous question: "If you were to create a mini model portfolio of an FHSA with a 5-year timeline and low-risk tolerance. What would your holdings look like?" Answer: "Assuming six stocks: BN (20%), TRI (15%), QSR (15%), EQB (15%), CSU (15%), RY (20%)"]
If your were to include ETFs and/or stocks, would your holdings be different? and if so what would they look like?
Thanks in advance!
[Previous question: "If you were to create a mini model portfolio of an FHSA with a 5-year timeline and low-risk tolerance. What would your holdings look like?" Answer: "Assuming six stocks: BN (20%), TRI (15%), QSR (15%), EQB (15%), CSU (15%), RY (20%)"]
If your were to include ETFs and/or stocks, would your holdings be different? and if so what would they look like?
Thanks in advance!
5i Research Answer:
We would remain comfortable with the current list of stocks, but could add VFV as an ETF for further diversification. We would stay conservative due to the fairly short time frame noted.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in VFV.