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

iShares ESG Select Screened S&P Small-Cap ETF (XJR $42.96)
- $42.96 P/E (TTM): 52.35X Cap: $104M
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iShares Core MSCI EAFE IMI Index ETF (XEF $44.40)
- $44.40 P/E (TTM): 0.75X Cap: $13.30B
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iShares Core MSCI Emerging Markets IMI Index ETF (XEC $33.61)
- $33.61 P/E (TTM): 0.22X Cap: $2.45B
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $46.49)
- $46.49 P/E (TTM): 5.95X Cap: $18.83B
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Financial Select Sector SPDR (XLF $53.07)
- $53.07 P/E (TTM): 16.85X Cap: $54.78B
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INVESCO QQQ Trust (QQQ $576.06)
- $576.06 P/E (TTM): 104.21X Cap: $368.83B
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iShares Core S&P 500 ETF (IVV $650.47)
- $650.47 P/E (TTM): 80.15X Cap: $664.99B
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iShares ESG Select Screened S&P Mid-Cap ETF (XJH $44.55)
- $44.55 P/E (TTM): 49.27X Cap: $303M
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- View Questions on XJH
iShares ESG Select Screened S&P Small-Cap ETF (XJR $42.96)
- $42.96 P/E (TTM): 52.35X 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