Opinions
Terry Shaunessy
iShares Core Bal. ETF
XBAL-T
COMMENT
Jan 24, 2020
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.
$24.240
Stock price when the opinion was issued
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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.
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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.
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