-
iShares Balanced Income CorePortfolio Index ETF Advisor Class (CBD.A)
-
Mawer Balanced Fund Series A (MAW104)
-
Vanguard Balanced ETF Portfolio (VBAL)
-
Vanguard Growth ETF Portfolio (VGRO)
Q: Good morning,
All four of our family TFSAs and RESP are invested in a mix of Mawer equity and balanced funds.
I'm reading a number of very favourable articles on the benefits of holding a one etf solution for a well diversified portfolio and was wondering if I should consider:
a. keeping the Mawer funds in our TFSAs and RESP but purchasing either VBAL or CBD.A for new TFSA and RESP contributions;
b. Sell all of our MAWER funds and buy either VBAL, CBD.A and perehaps some VGRO for the RESP given that our grandchildren are only 7 years old.
Your thoughts and adjustment suggestion to our TFSA and RESP holdings would be appreciated. Thank you.
Franco
All four of our family TFSAs and RESP are invested in a mix of Mawer equity and balanced funds.
I'm reading a number of very favourable articles on the benefits of holding a one etf solution for a well diversified portfolio and was wondering if I should consider:
a. keeping the Mawer funds in our TFSAs and RESP but purchasing either VBAL or CBD.A for new TFSA and RESP contributions;
b. Sell all of our MAWER funds and buy either VBAL, CBD.A and perehaps some VGRO for the RESP given that our grandchildren are only 7 years old.
Your thoughts and adjustment suggestion to our TFSA and RESP holdings would be appreciated. Thank you.
Franco
