Q: Hello 5i,
In your recent update, you are increasing XHY to 6% of the income portfolio. We own quite a bit of ZAG in a non-registered account (about 10% of the total portfolio) that we received this year as part of an inheritance. Given your update, does it make sense to sell some ZAG and replace with XHY? The remainder of investments are in mostly diverse growth stocks and other ETFs on your advice and I'm looking to retire in about 10 years.
Thank you and happy holidays,
John
In your recent update, you are increasing XHY to 6% of the income portfolio. We own quite a bit of ZAG in a non-registered account (about 10% of the total portfolio) that we received this year as part of an inheritance. Given your update, does it make sense to sell some ZAG and replace with XHY? The remainder of investments are in mostly diverse growth stocks and other ETFs on your advice and I'm looking to retire in about 10 years.
Thank you and happy holidays,
John