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iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.64)
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iShares Core Canadian Universe Bond Index ETF (XBB $28.54)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $47.67)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.80)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $41.37)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.28)
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Vanguard Dividend Appreciation FTF (VIG $215.32)
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SPDR S&P 500 ETF Trust (SPY $664.35)
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INVESCO QQQ Trust (QQQ $598.94)
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Vanguard Total International Stock (VXUS $73.34)
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Vanguard Total Stock Market ETF (VTI $327.14)
Q: Hi, I'm thinking of gradually reducing my individual stocks and moving into etfs for an all around set it and forget it roughly $3 million portfolio for someone retiring in the next few months. Can you give me your suggested etfs and percentages to hold to accomplish this balance? A chunk of these funds are not invested yet so I'd also like to know how you would suggest deploying these funds? Would you edge in gradually over a period of time or just get the money working? I'd really appreciate any advice you could give me in this format.
Thank you as always!
Thank you as always!