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- S&P 500 ETF TRUST ETF (SPY)
- Vanguard Balanced ETF Portfolio (VBAL)
- iShares Core Balanced ETF Portfolio (XBAL)
Q: Good morning 5i
I sent in a question but it must have gotten lost over te weekend. A member recently said that if he should become incapacitated he left instructions for his wife to sell all stocks and buy vbal, as she was not interested in stocks and this would be a solution.
There are probably many of us in this situation. But,i wonder if one would not be better to sell gradually while alive and capable. After all, you will bot get the big tax hit. Also, in case of the death of one partner, it maybe better to start selling earl, even though it involves capital gains. Because the tax on the one remaining spouse , without the benefit of income splitting will be very high.
One problem i have with this plan is that i have a lot in US dollars. And i want to keep them. One solution i thought woul be to put much more in berkshire. But I don’t know of any US etf that works like vbal. Would you have suggestions on this?
Thanks
I sent in a question but it must have gotten lost over te weekend. A member recently said that if he should become incapacitated he left instructions for his wife to sell all stocks and buy vbal, as she was not interested in stocks and this would be a solution.
There are probably many of us in this situation. But,i wonder if one would not be better to sell gradually while alive and capable. After all, you will bot get the big tax hit. Also, in case of the death of one partner, it maybe better to start selling earl, even though it involves capital gains. Because the tax on the one remaining spouse , without the benefit of income splitting will be very high.
One problem i have with this plan is that i have a lot in US dollars. And i want to keep them. One solution i thought woul be to put much more in berkshire. But I don’t know of any US etf that works like vbal. Would you have suggestions on this?
Thanks
Q: Do you have a preference between these two etf’s or is there another name you would recommend? Will become a 5percent holding in a non registered account. Thanks for your input.. Lesley
- Vanguard U.S. Total Market Index ETF (CAD-hedged) (VUS)
- Vanguard Dividend Appreciation FTF (VIG)
- S&P 500 ETF TRUST ETF (SPY)
- Vanguard Total Stock Market ETF (VTI)
- Invesco S&P 500 GARP ETF (SPGP)
Q: Can you you rate from best to worst spy.us, vti.us, spgp.us, vus.ca and recommend a good entry price.
And is there a non hedge version of vus.ca.
Thanks
And is there a non hedge version of vus.ca.
Thanks
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