Q: Which one of the two would you pick at this time going forward?
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BMO Junior Gold Index ETF (ZJG)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
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Vanguard FTSE Developed All Cap Ex U.S. Index ETF (CAD-hedged) (VEF)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Vanguard U.S. Total Market Index ETF (CAD-hedged) (VUS)
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Mawer Global Small Cap Fund Series A (MAW150)
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Mawer Canadian Equity Fund Series A (MAW106)
Q: Helping my son with his investments which are as follows: MAW 106 24%,MAW 106 20%. VUS 21%, VEF 18%, VEE 8%, ZJG 6% and XQQ 3%.Feeling there is a bit of an overlap with some of these investments eg XQQ and VUS also with MAW 150 and VEF to a degree. Any advice is welcome ,stay as is , reduce holdings or increase some..He prefers ETF's and Mutual Funds (Mawer) and is a bit risk adverse but does realize markets go up and down though and is young( mid 30's ) enough to handle declines. ! Thanks.Paul
Read Answer-
BMO Low Volatility Canadian Equity ETF (ZLB)
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iShares S&P/TSX Capped REIT Index ETF (XRE)
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Invesco Canadian Dividend Index ETF (PDC)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Vanguard U.S. Total Market Index ETF (CAD-hedged) (VUS)
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Dynamic Active U.S. Dividend ETF (DXU)
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Fidelity International High Quality Index ETF (FCIQ)
Q: My daughter is 27 years old and is looking to invest around $35,000 as her first investment. She is considering investing 40% in Canadian equities (ZLB, PDC, and XRE), 50% in US Equities (VUS and DXU), and 10% in International Equities (FCIQ and VEE).
As an initial investment, does this balance seem reasonable or would you have other recommendations? Is this sufficiently diversified or are there too many funds?
Thank you!