Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP)
- View XSP Profile
- View Questions on XSP
iShares S&P U.S. Mid-Cap Index ETF (XMC)
- View XMC Profile
- View Questions on XMC
iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
- View XSU Profile
- View Questions on XSU

Q: Thank you for your precious advice you made me a much better investor VS trader over the years with much more success. Now is the time for a loooooong term view of my portfolio. I am retired and just need to allocate the right amount in the right positions. Within the US part of my investment what percentage would you allocate to each of the above?

Thank you

Yves

Asked by Yves on August 02, 2024

5i Research Answer:

We cannot get personal but this is what WE would do. 50% XSP, 30% XMC, 20% XSU

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

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; unbiased stocks research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!

First Name *

Last Name *

E-mail *

Password *

I have read and agree to the Terms of Use

Let us help YOU reach your financial goals today!

Start your FREE trial today and enjoy all the benefits of a 5i Membership including:

Access to a team of experts ready to answer your investments question
Instant access to over 100,000 archived questions
A community of like-minded investors
Peace of mind knowing that 5i Research has only YOUR best interests in mind

First Name *

Last Name *

E-mail *

Password *

I have read and agree to the Terms of Use