Q: Hi there, going into 2019 I'd like to re-balance my portfolio to start the new year. I'd like to use your BE Portfolio as the Canadian exposure of my portfolio and add ETFs to add diversity. I'm in my mid 30's and have a 15/20 year outlook with a private DB plan at work. In terms of risk and volatility tolerance, I am okay with the profile growthier names in the BE Port (ie: SIS, KXS, TOY, CSU, PBH etc) but usually stay away from the Growth Portfolio names, as the volatility is usually too much for me. At first glance I was thinking of the following but am not very experienced and am completely open to your advice and expertise:
50% BE Portfolio
40% HXS/VFV
10% HXQ
Could you suggest a 1) TSX ETF only listed portfolio make up and 2) TSX and/or US listed ETF make up? Please remove as many question credits as required.
Thanks for your advice and guidance!
50% BE Portfolio
40% HXS/VFV
10% HXQ
Could you suggest a 1) TSX ETF only listed portfolio make up and 2) TSX and/or US listed ETF make up? Please remove as many question credits as required.
Thanks for your advice and guidance!