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Alphabet Inc. (GOOG $208.21)
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Vanguard S&P 500 Index ETF (VFV $158.70)
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Harvest Brand Leaders Plus Income ETF (HBF $10.28)
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iShares Core Equity ETF Portfolio (XEQT $37.43)
Q: Hi,
I have a Lump sum and I have close to an equal 25/25/25/25% split for these etfs/company. because i am in my low 40s i want to make sure i get my growth somewhat better in my younger years. Do you think this would be acceptable or should i be leaning more towards a xeqt/vfv split?
I have a Lump sum and I have close to an equal 25/25/25/25% split for these etfs/company. because i am in my low 40s i want to make sure i get my growth somewhat better in my younger years. Do you think this would be acceptable or should i be leaning more towards a xeqt/vfv split?
5i Research Answer:
We can't give personal allocations, but we would consider HBF to be more income-focused overall than growth focused. We would be fine with a VFV/XEQT split instead for growth-oriented investors with a good timeframe.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in GOOG, VFV.