-
BMO S&P 500 Index ETF (ZSP $103.16)
-
iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $47.00)
-
Invesco NASDAQ 100 Index ETF (QQC $41.71)
-
Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $42.46)
Q: please suggest 3-5 Canadian etfs for an 18 year old's first TFSA portfolio - something to keep him interested in the concept of growth through investing, including stability and risk. My thoughts are S&P, Nasdaq, Russell, large-cap and crypto. But please use your own judgement - thanks!
-
BMO S&P 500 Index ETF (ZSP $103.16)
-
iShares Core S&P/TSX Capped Composite Index ETF (XIC $48.17)
-
Invesco NASDAQ 100 Index ETF (QQC $41.71)
-
Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $42.46)
-
Vanguard Global Momentum Factor ETF (VMO $78.93)
Q: Hello Peter
I have been a member since the early lunching of 5I and I have done very well thank you. I also managed my family portfolios with success. My approach was and still is 100% Stocks with a growth tilt and no Bonds.
Now 86 years old, I am starting to transfer gradually to my heirs the proceeds of my stock portfolio. My heirs a son and a daughter both professionals have no interest in managing a stock portfolio.
I am thinking of converting gradually my stocks and their portfolios to ETFs such as ZSP 30%, XIC 30%, VMO 15%, VIU 10% and QQC 15% with the intention of rebalancing once a year.
Is this approach and suggested portfolio viable for the next 5 to 10 years, please do not hesitate to suggest appropriate changes to achieve for the long term capital preservation, a reasonable return of 8% and a certain peace of mind with minimum effort.
I always valued your wisdom and advice and above all I would like to thank you for your help to manage my moneys with success.
Raouf
I have been a member since the early lunching of 5I and I have done very well thank you. I also managed my family portfolios with success. My approach was and still is 100% Stocks with a growth tilt and no Bonds.
Now 86 years old, I am starting to transfer gradually to my heirs the proceeds of my stock portfolio. My heirs a son and a daughter both professionals have no interest in managing a stock portfolio.
I am thinking of converting gradually my stocks and their portfolios to ETFs such as ZSP 30%, XIC 30%, VMO 15%, VIU 10% and QQC 15% with the intention of rebalancing once a year.
Is this approach and suggested portfolio viable for the next 5 to 10 years, please do not hesitate to suggest appropriate changes to achieve for the long term capital preservation, a reasonable return of 8% and a certain peace of mind with minimum effort.
I always valued your wisdom and advice and above all I would like to thank you for your help to manage my moneys with success.
Raouf
-
iShares S&P/TSX Capped Information Technology Index ETF (XIT $83.87)
-
iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.19)
-
iShares S&P/TSX SmallCap Index ETF (XCS $28.48)
-
Invesco NASDAQ 100 Index ETF (QQC $41.71)
-
Fidelity Canadian Momentum ETF FCCM (FCCM $11.33)
Q: Can you recommend five CAD-denominated, growth-oriented ETF’s trading on the TSX for a three-year hold? This could include sector-specific (eg cybersecurity, AI, dividend-growth, etc), theme-based (eg momentum) and/or general/broad index suggestions (eg TSX, S&P500, NASDAQ100, etc). Thanks.