Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

iShares Core MSCI EAFE IMI Index ETF (XEF $43.39)
- $43.39 P/E (TTM): 10.83X Cap: $13.09B
- View XEF Profile
- View Questions on XEF
iShares Core MSCI Emerging Markets IMI Index ETF (XEC $32.63)
- $32.63 P/E (TTM): 4.69X Cap: $2.41B
- View XEC Profile
- View Questions on XEC
iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.74)
- $43.74 P/E (TTM): 5.58X Cap: $17.80B
- View XIC Profile
- View Questions on XIC
Financial Select Sector SPDR (XLF $53.10)
- $53.10 P/E (TTM): 42.83X Cap: $51.71B
- View XLF Profile
- View Questions on XLF
INVESCO QQQ Trust (QQQ $563.81)
- $563.81 P/E (TTM): 59.46X Cap: $359.48B
- View QQQ Profile
- View Questions on QQQ
iShares Core S&P 500 ETF (IVV $637.33)
- $637.33 P/E (TTM): 57.87X Cap: $636.57B
- View IVV Profile
- View Questions on IVV
iShares ESG Select Screened S&P Mid-Cap ETF (XJH $43.17)
- $43.17 P/E (TTM): 35.34X Cap: $293M
- View XJH Profile
- View Questions on XJH
iShares ESG Select Screened S&P Small-Cap ETF (XJR $41.15)
- $41.15 P/E (TTM): 37.07X Cap: $98M
- View XJR Profile
- View Questions on XJR

Q: I have an ETF portfolio and a portfolio of CDN and U.S. stocks.

I am building my ETF portfolio and plan to take my gains from my individual stocks and add to my ETF portfolio during market downturns. I don't plan on making any sales from my ETF portfolio and I expect that portfolio to provide my funds for retirement.

The ETF portfolio is divided globally and I was wondering if which order you would add since I am building my portfolio. The ETFs I have selected on XIC (30%), XEF (15%), XEC (10%), IVV (15%), XJH (5%), XJR (5%), QQQ (5%), XLF (5%) and 10% fixed income. I have already established my 5% positions in XJH, XJR, QQQ and XLF over the summer.

My questions are:

1 - I know weighting is personal, but do you have any glaring concerns with my weightings?

2 - In which order would you add to XIC, XEF, XEC and IVV?

Thanks for your help,
Jason

Read Answer Asked by Jason on September 27, 2021

Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!

First Name *

Last Name *

E-mail *

Password *

I have read and agree to the Terms of Use