Q: Hello 5i:
Our total portfolio holdings consist of 66% CDN and 26% US. No international holdings.
I am thinking of selling all or part of our CDN ETFs, XIU and XIC to increase our US allocation. We hold 82% of our CDN portfolio in 24 individual stocks, mostly covered by 5i. XIU and XIC are 7%; and the balance is held in bond and preferred ETFs.
I would like to increase our allocation in XSP and ZSP, by selling part or all of XIU and XIC. ($60K)
Not sure if our short time horizon is a factor in this change, but I am 66 and my husband will be 71 this year. He is still working but would like to retire in a year.
Your opinion would be greatly appreciated.
Looking forward to meeting you next Saturday.
Our total portfolio holdings consist of 66% CDN and 26% US. No international holdings.
I am thinking of selling all or part of our CDN ETFs, XIU and XIC to increase our US allocation. We hold 82% of our CDN portfolio in 24 individual stocks, mostly covered by 5i. XIU and XIC are 7%; and the balance is held in bond and preferred ETFs.
I would like to increase our allocation in XSP and ZSP, by selling part or all of XIU and XIC. ($60K)
Not sure if our short time horizon is a factor in this change, but I am 66 and my husband will be 71 this year. He is still working but would like to retire in a year.
Your opinion would be greatly appreciated.
Looking forward to meeting you next Saturday.