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

iShares ESG Select Screened S&P Small-Cap ETF (XJR $43.15)
- $43.15 P/E (TTM): 17.85X Cap: $103M
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iShares Core MSCI EAFE IMI Index ETF (XEF $46.24)
- $46.24 P/E (TTM): 0.86X Cap: $14.92B
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iShares Core MSCI Emerging Markets IMI Index ETF (XEC $36.17)
- $36.17 P/E (TTM): 8.71X Cap: $2.87B
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $48.58)
- $48.58 Cap: $19.58B
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Financial Select Sector SPDR (XLF $53.80)
- $53.80 P/E (TTM): 21.46X Cap: $52.72B
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INVESCO QQQ Trust (QQQ $603.62)
- $603.62 P/E (TTM): 36.04X Cap: $389.30B
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iShares Core S&P 500 ETF (IVV $673.20)
- $673.20 P/E (TTM): 28.07X Cap: $703.87B
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iShares ESG Select Screened S&P Mid-Cap ETF (XJH $44.14)
- $44.14 P/E (TTM): 19.86X Cap: $319M
- View XJH Profile
- View Questions on XJH
iShares ESG Select Screened S&P Small-Cap ETF (XJR $43.15)
- $43.15 P/E (TTM): 17.85X Cap: $103M
- 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