Stock price when the opinion was issued
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The fund is large at $165B and fees are low at 0.03%. The fund represents all of the US market and all levels of market capitalization. It represents the market. Unlock Premium - Try 5i Free
With VUN, you get pretty much the entire US market; not too expensive at 16 bps. Keep in mind that the USD version, VTI, has a MER of 3 bps; be mindful, too, of foreign currency and US estate issues.
Over 3700 positions, market-cap weighted. Top 10 names represent about 20% of the portfolio. Lots of exposure to the tech space. Not all that different from the S&P 500.
(A Top Pick July 18/14. Up 7.21%.) Relative to what he normally buys, it underperformed by far. That is the broadest he has ever gone and he doesn’t think he is going to do it again.