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

iShares ESG Select Screened S&P Small-Cap ETF (XJR $41.66)
- $41.66 P/E (TTM): 17.28X Cap: $104M
- View XJR Profile
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iShares Core MSCI EAFE IMI Index ETF (XEF $46.01)
- $46.01 P/E (TTM): 1.13X Cap: $15.50B
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iShares Core MSCI Emerging Markets IMI Index ETF (XEC $36.55)
- $36.55 P/E (TTM): 0.37X Cap: $3.01B
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $47.78)
- $47.78 P/E (TTM): 6.16X Cap: $19.58B
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Financial Select Sector SPDR (XLF $52.78)
- $52.78 P/E (TTM): 17.04X Cap: $53.10B
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INVESCO QQQ Trust (QQQ $609.74)
- $609.74 P/E (TTM): 36.04X Cap: $398.06B
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iShares Core S&P 500 ETF (IVV $674.34)
- $674.34 P/E (TTM): 27.06X Cap: $707.31B
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iShares ESG Select Screened S&P Mid-Cap ETF (XJH $43.54)
- $43.54 P/E (TTM): 20.15X Cap: $317M
- View XJH Profile
- View Questions on XJH
iShares ESG Select Screened S&P Small-Cap ETF (XJR $41.66)
- $41.66 P/E (TTM): 17.28X Cap: $104M
- 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