skip to content
  1. Home
  2. >
  3. Questions
  4. >
  5. ZLB: If one was new to investing, with a $5OK account, interesting in monthly income with some growth would a mix of SPLT and ZLB be good advice i. [BMO Low Volatility Canadian Equity ETF]
You can view 2 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: If one was new to investing, with a $5OK account, interesting in monthly income with some growth would a mix of SPLT and ZLB be good advice i.e. 60% SPLT and 40% ZLB. ZLB to focus on low volitile stocks and SPLT for safe monthly income of 6% with some growth. Any other ideas?
Asked by Tony on November 14, 2024
5i Research Answer:

We can't comment on personal position sizes but we would have no concerns with the proposed set up. VBAL might be suggested to add some more equity exposure as well as some fixed income (40%) exposure. 

Let us help YOU reach your financial goals today!

Start your FREE trial today and enjoy all the benefits of a 5i Membership including:

  • Access to a team of experts ready to answer your investments question 
  • Instant access to over 100,000 archived questions
  • A community of like-minded investors
  • Peace of mind knowing that 5i Research has only YOUR best interests in mind