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BMO US Dividend ETF (ZDY)
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Horizons S&P 500 Index ETF (HXS)
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Horizons S&P/TSX 60 Index ETF (HXT)
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iShares MSCI Min Vol EAFE Index ETF (XMI)
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Vanguard U.S. Total Market Index ETF (VUN)
Q: 25 per cent of my portfolio includes the above ETF’s. Are there other ETF’s that I should consider to replace any of these. The returns have not been exactly stellar compared to many of the individual stocks that you have recommended. Thanks
Dennis
Dennis
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BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)
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BMO Low Volatility Canadian Equity ETF (ZLB)
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BMO Low Volatility US Equity ETF (ZLU)
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BMO US High Dividend Covered Call ETF (ZWH)
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iShares MSCI Min Vol EAFE Index ETF (XMI)
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iShares MSCI Min Vol USA Index ETF (XMU)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Vanguard International Dividend Appreciation ETF (VIGI)
Q: Hello Crew
I am nearly retired and I like a total growth approach (dividends plus capital appreciation). During a down market however I don't wish to sell my capital appreciation funds for living expenses. Therefore, my question is what ETF's can I pair -dividends vs capital appreciation that that might serve that end. Examples ZLB/ZDV, XMI/VIGI/ZWE, VGG/XMU/ZWH..your suggestions are appreciated
regards gary
I am nearly retired and I like a total growth approach (dividends plus capital appreciation). During a down market however I don't wish to sell my capital appreciation funds for living expenses. Therefore, my question is what ETF's can I pair -dividends vs capital appreciation that that might serve that end. Examples ZLB/ZDV, XMI/VIGI/ZWE, VGG/XMU/ZWH..your suggestions are appreciated
regards gary
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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BMO Mid-Term US IG Corporate Bond Index ETF (ZIC)
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BMO MSCI Emerging Markets Index ETF (ZEM)
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iShares Core Canadian Universe Bond Index ETF (XBB)
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iShares Core MSCI EAFE IMI Index ETF (XEF)
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iShares Core MSCI Emerging Markets IMI Index ETF (XEC)
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iShares MSCI Min Vol EAFE Index ETF (XMI)
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Vanguard S&P 500 Index ETF (VFV)
Q: 2 questions - please deduct as many points as needed.
Q1 - according to Portfolio Analytics, I need to increase my fixed income allocation by $90k. I own 4% positions in XBB, ZIC & PMO005 and 2.6% in CPD. Would you recommend adding to one of these or would you suggest adding another ETF?
Q2 - I need to add $125k to International exposure. Current international holdings include XAW, XMI & XEC at just over 2%. Should i add to anyone of these or add something else?
Q1 - according to Portfolio Analytics, I need to increase my fixed income allocation by $90k. I own 4% positions in XBB, ZIC & PMO005 and 2.6% in CPD. Would you recommend adding to one of these or would you suggest adding another ETF?
Q2 - I need to add $125k to International exposure. Current international holdings include XAW, XMI & XEC at just over 2%. Should i add to anyone of these or add something else?