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5i Recent Questions
- iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
- BMO Global Consumer Staples Hedged to CAD Index ETF (STPL)
Q: Do you know if there is a consumer staple etf that trades on the TSX?
- BMO Equal Weight REITs Index ETF (ZRE)
- BMO Equal Weight Utilities Index ETF (ZUT)
- BMO Low Volatility Canadian Equity ETF (ZLB)
- iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
- iShares S&P/TSX Capped Information Technology Index ETF (XIT)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- Harvest Healthcare Leaders Income ETF (HHL)
- BMO Canadian High Dividend Covered Call ETF (ZWC)
- Ninepoint Energy Fund (NNRG)
- Ninepoint Energy Income FUnd (NRGI)
- Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX)
Q: Retired (70 yrs old), dividend-income investor. Been meaning to ask this question for a long time. We run a concentrated portfolio of roughly 10 ETFs and 10 stocks, plus fixed income on top. Our pro-rated MER for the equity ETFs is 0.64 and for the entire portfolio is 0.38.
I use the ETFs above that are sector ETFs (like HHL, NNRG, XIT) as my proxy for the sector and am ok with the trade off of paying fees for a sector ETF instead of having lots of stocks.
I then add my individual stock selections to achieve my targeted Asset Allocation for the entire portfolio (like AD, BCE, FTS, GSY, RY, NWC, PBH, TRP, WSP, etc). I weight each of these relative to my risk tolerance.
Does this make sense to you? Does my "sector ETF" make sense, especially with a potentially large weighting in one ETF. Virtually all of my ETFs are capped at around 7% of the equity portfolio and the stocks are capped at 5% max.
Your thoughts on my strategy and on my MER....thanks...Steve
I use the ETFs above that are sector ETFs (like HHL, NNRG, XIT) as my proxy for the sector and am ok with the trade off of paying fees for a sector ETF instead of having lots of stocks.
I then add my individual stock selections to achieve my targeted Asset Allocation for the entire portfolio (like AD, BCE, FTS, GSY, RY, NWC, PBH, TRP, WSP, etc). I weight each of these relative to my risk tolerance.
Does this make sense to you? Does my "sector ETF" make sense, especially with a potentially large weighting in one ETF. Virtually all of my ETFs are capped at around 7% of the equity portfolio and the stocks are capped at 5% max.
Your thoughts on my strategy and on my MER....thanks...Steve
- iShares S&P/TSX Global Gold Index ETF (XGD)
- iShares S&P/TSX Capped Financials Index ETF (XFN)
- iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD)
- BMO Equal Weight Utilities Index ETF (ZUT)
- BMO Equal Weight Industrials Index ETF (ZIN)
- iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
- iShares S&P/TSX Capped Energy Index ETF (XEG)
- iShares S&P/TSX Capped Information Technology Index ETF (XIT)
- iShares S&P/TSX Capped REIT Index ETF (XRE)
- Vanguard Real Estate Index Fund ETF (VNQ)
- iShares Global Healthcare ETF (IXJ)
- iShares Biotechnology ETF (IBB)
- Technology Select Sector SPDR ETF (XLK)
- Consumer Discretionary Select Sector SPDR (XLY)
- Utilities Select Sector SPDR ETF (XLU)
- Vanguard Industrials ETF (VIS)
- Vanguard Communication Services ETF (VOX)
- iShares U.S. Telecommunications ETF (IYZ)
- Vanguard Financials ETF (VFH)
- iShares Global Consumer Staples ETF (KXI)
- iShares Global Energy ETF (IXC)
Q: Can you share your top picks for Canadian and US ETF's that would cover the relevant sectors (e.g. tech, industrials etc.)? Please take as many credits to answer this as required.
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