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  5. XST: I was updating my asset allocation model and took a closer look at XST (Consumer Staples (ETF). [iShares S&P/TSX Capped Consumer Staples Index ETF]
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Q: I was updating my asset allocation model and took a closer look at XST (Consumer Staples (ETF).

RBC has it as 75% Staples and 25% Discretionary. What are your thoughts...should I use 75-25 or 100-0? My model is very easy to update.

Thanks...Steve
Asked by Stephen on October 13, 2023
5i Research Answer:

Our data shows XST at 69% 'food' and 26% 'retail', so the latter is likely at least partially discretionary. But, as we look at the top 10 holdings, they are all food-related (ATD at 26% of the fund is both food/retail/gas which likely skews the percentages). Based on what we see, and considering ATD 'acts' like a staples company, we would be fine at 100% staples here for a suggested allocation. 

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