TSE:XBAL

29.61
0.06 (0.20%) 1d
0

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Investor Insights

This summary was created by AI, based on 1 opinions in the last 12 months.

The iShares Core Balanced ETF (XBAL-T) has received noteworthy praise as one of the top options for long-term investment, particularly for smaller accounts looking for a straightforward solution. With a substantial allocation of approximately 40% in fixed income and lower management expense ratios, XBAL presents an attractive choice compared to its alternatives. XBAL's Canadian content is around 45%, slightly edging out VBAL, which has about 41%. Importantly, XBAL has demonstrated consistent outperformance over both three- and five-year periods, making it an appealing selection for investors aiming for growth within a balanced framework. Overall, XBAL is positioned as a 'leave it and forget it' investment, suitable for those seeking a steady, hands-off approach in their portfolios.

Consensus
Positive
Valuation
Fair Value
BUY
Balanced ETFs for a long-term hold?

VBAL and XBAL are great, one-stop shops for smaller accounts. Leave it and forget it. Typically has about 40% fixed income, which would have had a tough run up till about a year ago. 

VBAL costs about 25 bps for the MER, XBAL costs about 20 bps. VBAL is 41% Canadian content, XBAL is about 45%. XBAL has outperformed for the last 3 and 5 years.

BUY
All-purpose ETF for a retired senior, non-RRSP XBAL holds US, Canadian, emerging stocks and Canadian & US bonds. It's globally diversified. In addition to XBAL, he also suggests HRAA (which he manages--disclosure) which is a globally balanced portfolio of stocks, commodities and bonds plus a managed futures overlays. HRAA offers alpha and beta to mitigate downside like the present.
DON'T BUY
Not yet. Investors can re-balance their portfolios. If you aimed for one percentage of equities and another for bonds, you can move money to maintain that balance. That is one of the most prudent things people can do. The bottoms are not in yet.
PAST TOP PICK
(A Top Pick Jan 07/19, Up 13%) 40% fixed income, and 60% equity in Canadian, US and international. This portfolio is passive, and is rebalanced quarterly. It would be great in RRSPs. You can just own this and just continue.
COMMENT
A 60-40 portfolio. They are theoretically designed to provide a 7% total return. He would recommend investors to look at portfolio returns as a whole. Capital gains is also a component of an investment strategy.
DON'T BUY
XBAL-T or XGRO-T. Can either of these be a one-stop portfolio? They are good for a starting point but he could never recommend one for a retiree. Their views are not aligned with his firm's views. The weightings around the world are not aligned with what he calls his 'super-trend' views.
BUY
A simple single-ticket solution instead of buying a basket of ETFs. It's cheap and diversified. This may be too simple and not for everyone. It's good for people who find investing unsavoury.
TOP PICK
You buy it once and you don't have to do anything else if you buy it in a registered account. You don't have to think. MER is 18 basis points. Very cheap.
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iShares Core Bal. ETF(XBAL-T) Rating

Ranking : 4 out of 5

Star iconStar iconStar iconStar iconStar empty icon

Bullish - Buy Signals / Votes : 1

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 1

Stockchase rating for iShares Core Bal. ETF is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

iShares Core Bal. ETF(XBAL-T) Frequently Asked Questions

What is iShares Core Bal. ETF stock symbol?

iShares Core Bal. ETF is a Canadian stock, trading under the symbol XBAL-T on the Toronto Stock Exchange (XBAL-CT). It is usually referred to as TSX:XBAL or XBAL-T

Is iShares Core Bal. ETF a buy or a sell?

In the last year, 1 stock analyst published opinions about XBAL-T. 1 analyst recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for iShares Core Bal. ETF.

Is iShares Core Bal. ETF a good investment or a top pick?

iShares Core Bal. ETF was recommended as a Top Pick by on . Read the latest stock experts ratings for iShares Core Bal. ETF.

Why is iShares Core Bal. ETF stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is iShares Core Bal. ETF worth watching?

1 stock analyst on Stockchase covered iShares Core Bal. ETF In the last year. It is a trending stock that is worth watching.

What is iShares Core Bal. ETF stock price?

On 2025-04-28, iShares Core Bal. ETF (XBAL-T) stock closed at a price of $29.61.