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  5. XIC: Hi 5iTeam, I wish to setup a long-term equity portfolio for my child consisting of the following [iShares Core S&P/TSX Capped Composite Index ETF]
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Investment Q&A

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Q: Hi 5iTeam,

I wish to setup a long-term equity portfolio for my child consisting of the following:

QQQ - 30%
SPY - 30%
XIC - 10%
VEA - 30%

Rebalancing will be done annually.

Do you have any suggestions on how to improve the risk-return profile of this portfolio? For example, should additional ETFs be added to incorporate "value", "small-cap", "emerging markets" and "frontier markets"?

Your comments are most appreciated.

George

Asked by George on August 16, 2021
5i Research Answer:

We do not think one needs to 'stretch' too much internationally.  We think there could be some benefit in adding a specific small cap or growth focus as well, as as with IWO or VUG.

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in SPY, QQQ.