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5i Recent Questions
- Horizons S&P 500 Index ETF (HXS)
- iShares MSCI World Index ETF (XWD)
- Vanguard S&P 500 Index ETF (VFV)
- Vanguard U.S. Dividend Appreciation Index ETF (VGG)
- Vanguard Balanced ETF Portfolio (VBAL)
- Horizons Balanced Asset Allocation ETF (HBAL)
Q: Good morning,
I am not crystal clear on the most tax efficient account to hold each of the above listed ETFs and before moving any of them to another type of account, I would very much appreciate your guidance on the most tax efficient type of account to hold each of the above listed ETFs.
The above listed ETFs are all held in our family Registered (RRSP/TFSA/RESP) and Non-Registered accounts.
Thank you and I'll await your sage advice.
I am not crystal clear on the most tax efficient account to hold each of the above listed ETFs and before moving any of them to another type of account, I would very much appreciate your guidance on the most tax efficient type of account to hold each of the above listed ETFs.
The above listed ETFs are all held in our family Registered (RRSP/TFSA/RESP) and Non-Registered accounts.
Thank you and I'll await your sage advice.
- Vanguard Dividend Appreciation FTF (VIG)
- Vanguard Balanced ETF Portfolio (VBAL)
- Horizons Balanced Asset Allocation ETF (HBAL)
Q: With say $1M in a self-directed portion of a RRSP converted to a RRIF in one year (2025), and two-thirds in CDN$ and one-third in US$ would you see any issues with the CDN$ split between HBAL and VBAL and the US$ into VIG? Your thoughts and alternate suggestions please.
Happy Holidays to all at 5i.
Happy Holidays to all at 5i.
- iShares Diversified Monthly Income ETF (XTR)
- Vanguard Balanced ETF Portfolio (VBAL)
- Horizons Balanced Asset Allocation ETF (HBAL)
- iShares Core Balanced ETF Portfolio (XBAL)
- BMO Balanced ETF (ZBAL)
Q: I currently hold investments in Fidelity Balanced Income Private Pool and Franklin Quotential Diversified Income. I will be transferring the funds from these mutual funds to ETFs with lower management fees. Please provide a list of 5 suitable ETFs and rank them from 1 to 5. Thank you.
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