Investment Q&A

Q: Hi team,

I’m seeking to create a globally diversified all equity portfolio using low cost ETFs that accurately represent the market cap of each country for a 10-15 year hold. I also hold ZUT as an alternative to fixed income and am contributing to an inflation adjusted pension through my employer. For some real estate exposure we have two single family rental properties in slow and steady Manitoba. A small portion of my portfolio is in bitcoin as a hedge against inflation, not more than I’m comfortable loosing. BTC has been this year’s best performing asset but there are mixed opinions on its future and what I do own doesn’t cause me to loose sleep.

Currently my core holding is VEQT which is heavily overweight in Canadian equities. There are numerous ETFs for investors to sift through, many of which are very similar and it can be a bit overwhelming.

Firstly what are your thoughts on the strategy of holding a globally diversified portfolio that most accurately represents the market caps of each country? Or are there benefits of being overweight in certain countries, and if so can you recommend some ETFs?

If you believe being globally diversified with weightings equal to a country’s market cap is a sound strategy can you recommend some ETFs that would achieve this. I’ve been considering switching VEQT to VXC, XAW or XEQT.

Thanks for all the fantastic information and guidance. I really enjoy the investor education your service provides.

Q: Is black rock XEQT all in one, all stock, ETF a good option for an RESP that would start with a $1000,00 and add $100 a month. Or do you have a better suggestion.

Q: Peter and team
Could you please explain why XEQT was only up 3 percent on Friday's rally, while XGRO was up 6 percent and the TSX DJIA and S and P 500 were up close to 10 percent. Would that be attributable to the XEF holding
Thanks as always