Investment Q&A

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Alphabet Inc. (GOOG $197.28)
- $197.28 P/E (TTM): 21.8X Cap: $2.38T
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Vanguard S&P 500 Index ETF (VFV $154.62)
- $154.62 P/E (TTM): 59.73X Cap: $24.14B
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Harvest Brand Leaders Plus Income ETF (HBF $10.00)
- $10.00 P/E (TTM): 45.27X Cap: $485M
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iShares Core Equity ETF Portfolio (XEQT $36.50)
- $36.50 P/E (TTM): 11.59X Cap: $8.73B
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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?

Asked by Ross on June 17, 2025

5i Research Answer:

We can't give personal allocations, but we would consider HBF to be more income-focused overall...

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.

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