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

iShares ESG Select Screened S&P Small-Cap ETF (XJR $42.55)
- $42.55 P/E (TTM): 17.56X Cap: $106M
- View XJR Profile
- View Questions on XJR

{tplLang.businessdescription | toLang tLang}

{ profileData.description }

{tplLang.details | toLang tLang}

{tplLang.ceo | toLang tLang}

{profileData.profile.details.ceo}

{tplLang.employees | toLang tLang}

{profileData.profile.details.employees | numeraljs '0,0'}

{tplLang.issuetype | toLang tLang}

{profileData.profile.details.issuetype | asIssueType}

{tplLang.industryclassifications | toLang tLang}

{tplLang.sector | toLang tLang}

{profileData.profile.classification.sector}

{tplLang.industry | toLang tLang}

{profileData.profile.classification.industry}

{tplLang.toolname| toLang tLang}

There is no {tplLang.toolname| toLang tLang} currently available for {data.symbolstring}.

iShares Core MSCI EAFE IMI Index ETF (XEF $46.21)
- $46.21 P/E (TTM): 1.16X Cap: $15.90B
- View XEF Profile
- View Questions on XEF
iShares Core MSCI Emerging Markets IMI Index ETF (XEC $36.32)
- $36.32 P/E (TTM): 13.23X Cap: $3.02B
- View XEC Profile
- View Questions on XEC
iShares Core S&P/TSX Capped Composite Index ETF (XIC $49.76)
- $49.76 P/E (TTM): 20.73X Cap: $20.84B
- View XIC Profile
- View Questions on XIC
Financial Select Sector SPDR (XLF $52.89)
- $52.89 P/E (TTM): 16.71X Cap: $51.45B
- View XLF Profile
- View Questions on XLF
INVESCO QQQ Trust (QQQ $617.17)
- $617.17 P/E (TTM): 36.83X Cap: $401.68B
- View QQQ Profile
- View Questions on QQQ
iShares Core S&P 500 ETF (IVV $683.66)
- $683.66 P/E (TTM): 27.0X Cap: $729.19B
- View IVV Profile
- View Questions on IVV
iShares ESG Select Screened S&P Mid-Cap ETF (XJH $44.44)
- $44.44 P/E (TTM): 20.15X Cap: $330M
- View XJH Profile
- View Questions on XJH
iShares ESG Select Screened S&P Small-Cap ETF (XJR $42.55)
- $42.55 P/E (TTM): 17.56X Cap: $106M
- 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