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

iShares ESG Select Screened S&P Small-Cap ETF (XJR $42.70)
- $42.70 P/E (TTM): 17.65X Cap: $104M
- View XJR Profile
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iShares Core MSCI EAFE IMI Index ETF (XEF $44.96)
- $44.96 P/E (TTM): 0.73X Cap: $13.57B
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iShares Core MSCI Emerging Markets IMI Index ETF (XEC $34.68)
- $34.68 P/E (TTM): 6.59X Cap: $2.57B
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $46.89)
- $46.89 P/E (TTM): 5.95X Cap: $19.09B
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Financial Select Sector SPDR (XLF $53.80)
- $53.80 P/E (TTM): 16.85X Cap: $54.95B
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INVESCO QQQ Trust (QQQ $586.66)
- $586.66 P/E (TTM): 32.64X Cap: $371.15B
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iShares Core S&P 500 ETF (IVV $660.72)
- $660.72 P/E (TTM): 80.15X Cap: $674.49B
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iShares ESG Select Screened S&P Mid-Cap ETF (XJH $44.23)
- $44.23 P/E (TTM): 49.27X Cap: $307M
- View XJH Profile
- View Questions on XJH
iShares ESG Select Screened S&P Small-Cap ETF (XJR $42.70)
- $42.70 P/E (TTM): 17.65X 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