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iShares Russell 2000 Growth ETF (IWO $291.82)
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BMO Aggregate Bond Index ETF (ZAG $13.76)
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BMO Equal Weight REITs Index ETF (ZRE $22.01)
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BMO MSCI Emerging Markets Index ETF (ZEM $24.34)
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $160.75)
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iShares Convertible Bond Index ETF (CVD $17.89)
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iShares Diversified Monthly Income ETF (XTR $11.42)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.07)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.80)
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Vanguard FTSE Developed Europe All Cap Index ETF (VE $40.89)
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Vanguard Dividend Appreciation FTF (VIG $206.89)
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Consumer Discretionary Select Sector SPDR (XLY $223.46)
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Vanguard Information Technology ETF (VGT $691.85)
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Vanguard Consumer Staples ETF (VDC $220.61)
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