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Invesco S&P 500 Low Volatility ETF (SPLV)
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Vanguard Balanced ETF Portfolio (VBAL)
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iShares Core Moderate Allocation ETF (AOM)
Q: Hello 5i,
Could you recommend 3 ETFS that you would consider for a 70 years old retiree. My portfolio is currently 95% in Equities both in Dividend ETFS (VDY, ZEB, XEI and XDIV and individual shares (ENB, RY, TELUS, and BMO.)
Thank You,
Could you recommend 3 ETFS that you would consider for a 70 years old retiree. My portfolio is currently 95% in Equities both in Dividend ETFS (VDY, ZEB, XEI and XDIV and individual shares (ENB, RY, TELUS, and BMO.)
Thank You,
5i Research Answer:
AOM (US) is a 'moderate' allocation ETF with 40% stock exposure and 60% bond exposure. SPLV is a low volatility ETF in the US (there will still be market risk). VBAL is a balanced fund in Canada with a roughly 60/40 exposure to stocks and bonds, respectively.