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Q: Peter, I am a 75 year old active and avid stock picking DIY investor and have been pretty successful thanks very much to you and the staff at 5i Research. However, my wife has no interest and no knowledge to manage our portfolios if something were to happen to me. And with a nod to Warren Buffett I believe I would like to leave clear instructions that our stocks be sold off and the funds invested in a passive 80/20 equity/bond (or what split would you recommend?) all in one ETF that would provide for my wife for the rest of her life.
What ETF would you recommend for this? And is one truly enough?
Thanks. David
What ETF would you recommend for this? And is one truly enough?
Thanks. David
- iShares Core Canadian Universe Bond Index ETF (XBB)
- iShares Core S&P/TSX Capped Composite Index ETF (XIC)
- Vanguard Canadian Aggregate Bond Index ETF (VAB)
- Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
- Vanguard Balanced ETF Portfolio (VBAL)
- iShares Core S&P 500 ETF (IVV)
Q: This question or type of question was asked in the last week, but I can't find it. Sorry. My 2 kids each have about $100,000. I manage their money, but would prefer to just manage it through ETF's. Can you please suggest a portfolio of ETF's for reasonable growth (60-70% equities), but balanced with some bonds as well. If you want to cut and paste your answer to the question from a week ago, that would be great. Thanks a lot.
- iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
- iShares Core Canadian Universe Bond Index ETF (XBB)
- iShares Core S&P/TSX Capped Composite Index ETF (XIC)
- iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
- Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- Vanguard Dividend Appreciation FTF (VIG)
- S&P 500 ETF TRUST ETF (SPY)
- INVESCO QQQ Trust (QQQ)
- Vanguard Total International Stock (VXUS)
- Vanguard Total Stock Market ETF (VTI)
Q: Hi, I'm thinking of gradually reducing my individual stocks and moving into etfs for an all around set it and forget it roughly $3 million portfolio for someone retiring in the next few months. Can you give me your suggested etfs and percentages to hold to accomplish this balance? A chunk of these funds are not invested yet so I'd also like to know how you would suggest deploying these funds? Would you edge in gradually over a period of time or just get the money working? I'd really appreciate any advice you could give me in this format.
Thank you as always!
Thank you as always!
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