-
iShares Russell 2000 Growth ETF (IWO $295.62)
-
BMO Aggregate Bond Index ETF (ZAG $13.71)
-
BMO Equal Weight REITs Index ETF (ZRE $22.28)
-
BMO MSCI Emerging Markets Index ETF (ZEM $24.90)
-
BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $160.32)
-
iShares Convertible Bond Index ETF (CVD $18.03)
-
iShares Diversified Monthly Income ETF (XTR $11.52)
-
iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.93)
-
iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.77)
-
Vanguard FTSE Developed Europe All Cap Index ETF (VE $42.85)
-
Vanguard Dividend Appreciation FTF (VIG $209.85)
-
Consumer Discretionary Select Sector SPDR (XLY $227.58)
-
Vanguard Information Technology ETF (VGT $683.89)
-
Vanguard Consumer Staples ETF (VDC $225.25)
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