- iShares Russell 2000 Growth ETF (IWO)
- BMO Aggregate Bond Index ETF (ZAG)
- BMO Equal Weight REITs Index ETF (ZRE)
- BMO MSCI Emerging Markets Index ETF (ZEM)
- BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
- iShares Convertible Bond Index ETF (CVD)
- iShares Diversified Monthly Income ETF (XTR)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
- Vanguard FTSE Developed Europe All Cap Index ETF (VE)
- Vanguard Dividend Appreciation FTF (VIG)
- Consumer Discretionary Select Sector SPDR (XLY)
- Vanguard Information Technology ETF (VGT)
- Vanguard Consumer Staples ETF (VDC)
Q: I had a portfolio review many years ago when you did them individually, personally by human! At the time your suggestions were right on and cleaned up my ETF's. Now I have over ten and according to your metrics it should not be so. Given those above, is there anything that is not required? I am up 25%- 150% on all of them. I am happy with all of them. I have a balanced portfolio in all 11 sectors with 44 stocks all doing quite nicely thank you. Following the income portfolio with some of my own additions from 15 years ago. I do not see any major conflicts.I am s a buy and hold dividend investor with some growth ( lightspeed, Leon's).
Thank you for your million dollar service!
Stanley
Thank you for your million dollar service!
Stanley