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  5. VBAL: On Aug 21/24 you answered a question and suggested that investors start analyzing better the "downside risks" associated with any of their particular investments. [Vanguard Balanced ETF Portfolio]

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Q: On Aug 21/24 you answered a question and suggested that investors start analyzing better the "downside risks" associated with any of their particular investments.

If we assume that "risks" range from 0 (lowest) to 10 (highest) and that individual stock choices occupy categlories 5-10 I am looking for your suggestions in categories 0-3 - one a USD denominated suggestion and one in CDN.

For my 0 category I currently use RBC's savings accounts RBF 2010 and RBF 2014 (USD) . I assume that some of your favourites from answers I have reviewed will be in categories 1-3 such as HISU.U, UBIL.U, HBND etc.

In any event if you can provide me with your analysis of the nature of the varying downside risk levels on a rising level and a suggestion for each I would be very grateful.

Regards,
Terry

Asked by Terry on October 17, 2024
5i Research Answer:
For stocks we would consider TRI to be 2-4; BRK.B the same in the US. But any equity is going to...
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