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

iShares ESG Select Screened S&P Small-Cap ETF (XJR $41.50)
- $41.50 P/E (TTM): 17.85X Cap: $99M
- View XJR Profile
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iShares Core MSCI EAFE IMI Index ETF (XEF $45.00)
- $45.00 P/E (TTM): 11.57X Cap: $14.73B
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iShares Core MSCI Emerging Markets IMI Index ETF (XEC $34.80)
- $34.80 P/E (TTM): 8.71X Cap: $2.77B
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $47.61)
- $47.61 Cap: $19.47B
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Financial Select Sector SPDR (XLF $52.66)
- $52.66 P/E (TTM): 21.43X Cap: $52.19B
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INVESCO QQQ Trust (QQQ $602.01)
- $602.01 P/E (TTM): 36.04X Cap: $376.89B
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iShares Core S&P 500 ETF (IVV $666.23)
- $666.23 P/E (TTM): 28.07X Cap: $686.35B
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iShares ESG Select Screened S&P Mid-Cap ETF (XJH $43.26)
- $43.26 P/E (TTM): 19.86X Cap: $307M
- View XJH Profile
- View Questions on XJH
iShares ESG Select Screened S&P Small-Cap ETF (XJR $41.50)
- $41.50 P/E (TTM): 17.85X Cap: $99M
- 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