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Investment Q&A

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

Q: I am looking to invest about $200K (non registered) for a minimum of 5 years into a moderate growth couch potato type portfolio. I am 5 years from retirement. I am considering the following portfolio and would like to know if you would agree with these ETFs and distribution.
XIC or VCN 25%, VUN 25%, XEF 20%, XEC 5%, VAB 15%, CBO 10%
Read Answer Asked by Kimberley on June 20, 2016
Q: My son is in his mid-thirties and has very limited time available to actively follow/trade the markets. He is looking for a simple, passive investment portfolio with very broad exposure, a modest dividend focus, and that is rebalanced, ideally, once a year. Can you comment on the following proposed portfolio and allocations, assuming about $100k? Are there any alternatives he should consider? Should he modify his approach in a TSFA/RRSP? Thanks.

VAB - 20% (Canadian bonds)
VCN - 15% (Canadian equity)
VDY - 15% (Canadian dividend)
VXC - 50% (Global equity excluding Canada)
Read Answer Asked by Sheldon on June 06, 2016
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