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Costco Wholesale Corporation (COST)
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Regeneron Pharmaceuticals Inc. (REGN)
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Lockheed Martin Corporation (LMT)
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Nike Inc. (NKE)
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Walmart Inc. (WMT)
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BMO Aggregate Bond Index ETF (ZAG)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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Veeva Systems Inc. Class A (VEEV)
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Trane Technologies plc (TT)
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Celsius Holdings Inc. (CELH)
Q: Making some adjustments based on portfolio analytics.
Whats your best growth suggestions for:
Health care (us/ international)
Industrial (us/ international)
Consumer defensive (us/ international)
Consumer cyclical (us/ international)
And what is your favorite way to add a fixed income component?
Take appropriate credits as nessacary.
Thx for the great service.
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BMO Aggregate Bond Index ETF (ZAG)
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BMO MSCI EAFE Index ETF (ZEA)
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BMO S&P 500 Index ETF (ZSP)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG)
Q: About 1 year ago you provided some general guidance on a retirement portfolio and I’m wondering what changes, if any, you might recommend given another year has passed. I’m not looking for specific guidance but rather suggestions for me to investigate further given how the investing landscape has changed this past year. Retirement horizon is 5 years and the portfolio has the following holdings: ZAG(26%), ZSP (3%), CDZ(65%), ZEA(6%). We have a large cash position that we’re ready to deploy. First, what is your take on the viability and allocation of the current holdings? Second, what are some ETF suggestions for the cash - add to existing ETFs or do you have alternative funds you’d recommend for us to investigate. Thanks so much!
Read Answer
Q: Can you explain why ZAG is going down the last few days?
Is it related to a normal cycle change or change of fundamentals?