Q: What is your opinion of this today? For a retired guy seeking Dividends + Growth? Or, can you suggest an alternative?
Thanks for your amazing service!
Thanks for your amazing service!
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Investment Q&A
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Q: Hi Peter, Ryan, and Team,
Realizing that HEB is a new fund, but given its low MER (0.19%) and its equal weighting strategy for the big six Canadian banks, I am considering buying some for our non-registered portfolio. 5i's Portfolio Analytics indicates that our Financial Services sector needs to be raised. In this sector, we already have some TD, NA, and GSY in our RRIFs.
In a recent G&M article, David Berman wrote about this ETF and other new ones. He was pleased, as we all must be, that ETF fees are dropping.
Would you buy some HEB at this time?
Thanks as always for your valued perspective.
Realizing that HEB is a new fund, but given its low MER (0.19%) and its equal weighting strategy for the big six Canadian banks, I am considering buying some for our non-registered portfolio. 5i's Portfolio Analytics indicates that our Financial Services sector needs to be raised. In this sector, we already have some TD, NA, and GSY in our RRIFs.
In a recent G&M article, David Berman wrote about this ETF and other new ones. He was pleased, as we all must be, that ETF fees are dropping.
Would you buy some HEB at this time?
Thanks as always for your valued perspective.