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  5. HAZ: High, I'm a 62 year old retiree with the following ETF'S in my portfolio [Global X Active Global Dividend ETF]
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Investment Q&A

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Q: High, I'm a 62 year old retiree with the following ETF'S in my portfolio: HBAL, HAZ, VRIF & VDY. I currently have 25% cash holding and looking to invest in a global balanced fund geared more towards the US market.Can you please recommend 2 ETF'S that would compliment the above holdings.
Thank you
Mike
Asked by Mike on December 03, 2024
5i Research Answer:

XBAL is one option, with 36% US exposure and 22% fixed income. VBAL as well, with 35% US and 40% fixed income. AOA has higher US exposure, at 64%, and 20% fixed income. 

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