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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 Asked by Warren on October 04, 2021-
BMO MSCI EAFE Index ETF (ZEA)
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iShares Core MSCI EAFE IMI Index ETF (XEF)
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iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN)
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iShares Core MSCI EAFE ETF (IEFA)
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iShares MSCI EAFE Small-Cap ETF (SCZ)
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iShares MSCI EAFE ETF (EFA)
Q: Hi
can you recommend one or more ETFs that together or individually cover Europe, Australia and the Far East?
thanks
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Garmin Ltd. (Switzerland) (GRMN)
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BMO MSCI EAFE Index ETF (ZEA)
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iShares Core MSCI EAFE IMI Index ETF (XEF)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
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JD.com Inc. (JD)
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StoneCo Ltd. (STNE)
Q: Good Morning 5I Team, Thanks for the all your great advise.
As per the portfolio analysis I need to increase my International allocation which is currently at 10%. The Portfolio analysis classifies my following stocks/ETFs as International Brlxf, EWA, HFPC.U:CA, ATCO, BBU.UN, BPY.UN, BEP.UN, MDT.
Can you please suggest some growth stocks or ETFs to add to above holdings to increase my International allocation as well as if any of the above holdings doesn't have potential and can be reallocated? I am looking at long term over 5 to 10 years and have limits in my TFSA & RRSP account.
Please deduct Credits as deemed appropriate.
Thanks