iShares ESG Select Screened S&P Small-Cap ETF (XJR)

iShares ESG Select Screened S&P Small-Cap ETF (XJR $40.64)
- $40.64 P/E (TTM): 37.07X Cap: $98M
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iShares Core MSCI EAFE IMI Index ETF (XEF $43.36)
- $43.36 P/E (TTM): 10.83X Cap: $13.05B
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iShares Core MSCI Emerging Markets IMI Index ETF (XEC $32.62)
- $32.62 P/E (TTM): 4.69X Cap: $2.41B
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.88)
- $43.88 P/E (TTM): 5.58X Cap: $17.86B
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Financial Select Sector SPDR (XLF $53.44)
- $53.44 P/E (TTM): 42.83X Cap: $52.09B
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INVESCO QQQ Trust (QQQ $566.37)
- $566.37 P/E (TTM): 59.46X Cap: $360.25B
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iShares Core S&P 500 ETF (IVV $640.06)
- $640.06 P/E (TTM): 57.87X Cap: $642.46B
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iShares ESG Select Screened S&P Mid-Cap ETF (XJH $43.12)
- $43.12 P/E (TTM): 35.34X Cap: $293M
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- View Questions on XJH
iShares ESG Select Screened S&P Small-Cap ETF (XJR $40.64)
- $40.64 P/E (TTM): 37.07X Cap: $98M
- View XJR Profile
- View Questions on XJR

Q: I have an ETF portfolio and a portfolio of CDN and U.S. stocks.

I am building my ETF portfolio and plan to take my gains from my individual stocks and add to my ETF portfolio during market downturns. I don't plan on making any sales from my ETF portfolio and I expect that portfolio to provide my funds for retirement.

The ETF portfolio is divided globally and I was wondering if which order you would add since I am building my portfolio. The ETFs I have selected on XIC (30%), XEF (15%), XEC (10%), IVV (15%), XJH (5%), XJR (5%), QQQ (5%), XLF (5%) and 10% fixed income. I have already established my 5% positions in XJH, XJR, QQQ and XLF over the summer.

My questions are:

1 - I know weighting is personal, but do you have any glaring concerns with my weightings?

2 - In which order would you add to XIC, XEF, XEC and IVV?

Thanks for your help,
Jason

Read Answer Asked by Jason on September 27, 2021