Q: Hi Mr. Hodson and 5i,
Our equity exposure is currently 95% in Canadian large caps.
With all this talk about Canada's stagnating economy, we want to trim our can. large caps. We just trimmed Can. banks and Reits by 11% of the portfolio today.
The proceeds are to go into 5i portfolios, US, Eafe and Emerging Markets Etfs.
Please comment on following tentative Percentage Allocations for the large cap and International Sector portion of the equity:
Financials 13%. (Can.)
Telecom, Utilities, Pipelines 11% (Canadian)
Energy+Materials+Gold 12% (Can.)
REITs 4% makes it
Total Canadian large cap = 40%.
Healthcare 10% (US)
Tech+Industrials 13% (US)
Consumer Staples+Discret. 9% (US)
Small cap Etf 3% (US) makes it
Total US Sectors = 35%
Eafe Etf 17%
Emerg. Markets Etf 8% makes it
Total Global Etfs = 25%.
I would like your opinion on the above Canadian large cap 40% + US Sectors 35% + Global 25% equity allocation. Too much? Too little?
The portfolio is for growth, time horizon 5 years +.
Thank you so much.
Our equity exposure is currently 95% in Canadian large caps.
With all this talk about Canada's stagnating economy, we want to trim our can. large caps. We just trimmed Can. banks and Reits by 11% of the portfolio today.
The proceeds are to go into 5i portfolios, US, Eafe and Emerging Markets Etfs.
Please comment on following tentative Percentage Allocations for the large cap and International Sector portion of the equity:
Financials 13%. (Can.)
Telecom, Utilities, Pipelines 11% (Canadian)
Energy+Materials+Gold 12% (Can.)
REITs 4% makes it
Total Canadian large cap = 40%.
Healthcare 10% (US)
Tech+Industrials 13% (US)
Consumer Staples+Discret. 9% (US)
Small cap Etf 3% (US) makes it
Total US Sectors = 35%
Eafe Etf 17%
Emerg. Markets Etf 8% makes it
Total Global Etfs = 25%.
I would like your opinion on the above Canadian large cap 40% + US Sectors 35% + Global 25% equity allocation. Too much? Too little?
The portfolio is for growth, time horizon 5 years +.
Thank you so much.