iShares Balanced Income CorePortfolio Index ETF Advisor Class (CBD.A)

iShares Balanced Income CorePortfolio Index ETF Advisor Class (CBD.A $21.48)
- $21.48 P/E (TTM): 16.4X
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iShares Balanced Income CorePortfolio Index ETF Advisor Class (CBD.A $21.48)
- $21.48 P/E (TTM): 16.4X
- View CBD.A Profile
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Mawer Balanced Fund Series A (MAW104 $38.73)
- $38.73 P/E (TTM): 17.4X Cap: $4.80B
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Vanguard Balanced ETF Portfolio (VBAL $37.61)
- $37.61 P/E (TTM): 1.9X Cap: $4.69B
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Vanguard Growth ETF Portfolio (VGRO $44.01)
- $44.01 P/E (TTM): 18.21X Cap: $8.90B
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Q: Good morning,

All four of our family TFSAs and RESP are invested in a mix of Mawer equity and balanced funds.

I'm reading a number of very favourable articles on the benefits of holding a one etf solution for a well diversified portfolio and was wondering if I should consider:
a. keeping the Mawer funds in our TFSAs and RESP but purchasing either VBAL or CBD.A for new TFSA and RESP contributions;
b. Sell all of our MAWER funds and buy either VBAL, CBD.A and perehaps some VGRO for the RESP given that our grandchildren are only 7 years old.

Your thoughts and adjustment suggestion to our TFSA and RESP holdings would be appreciated. Thank you.

Franco

Read Answer Asked by Francesco on January 09, 2019