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  5. XGRO: I have a relative (73 years) with a portfolio of $400K, paid-off home (modest) whose pensions cover regular living expenses. [iShares Core Growth ETF Portfolio]

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Q: I have a relative (73 years) with a portfolio of $400K, paid-off home (modest) whose pensions cover regular living expenses. She is disinterested in management of her investments but seemed happy with the performance of XGRO in a spousal RIF (dripped for convenience). This is only approx. $150K of her holdings. XGRO is meant to be a one and done investment, with the exception of some cash-type investments, she wonders if her Cash account and TFSA could all hold XGRO for simplicity.
Thank you for your valued opinion.
Asked by J on June 19, 2025
5i Research Answer:
XGRO is a $3.2B fund managed by Blackrock, one of the biggest global managers. In terms of...
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