-
Alphabet Inc. (GOOG $195.24)
-
Vanguard S&P 500 Index ETF (VFV $154.24)
-
Harvest Brand Leaders Plus Income ETF (HBF $9.95)
-
iShares Core Equity ETF Portfolio (XEQT $36.26)
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.