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All-In-One ETFs: The Solution for Simple, Virtually Hands-Off, Low-Cost Investing
Investor Insights

This summary was created by AI, based on 3 opinions in the last 12 months.

Experts generally agree that VBAL is a reliable and convenient one-stop shop for smaller investment accounts, with a focus on long-term hold and growth potential. It has a balanced portfolio of stocks and bonds, providing stability with some growth. The MER is reasonable, and the Canadian content varies slightly. It is recommended for a 10-year investing time horizon and is considered more conservative compared to other ETF options. However, there are differing opinions on its performance compared to similar ETFs, with XBAL outperforming VBAL in the last 3 and 5 years.

Consensus
Stable
Valuation
Fair Value
Similar
VGRO, VGRO-T
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.

E.T.F.'s
BUY
RESP for an 8-year old, for growth and diversification.

Investing time horizon is long, 10 years in this case. So that lets you take on a bit more risk. Though you'll find 10-year timeframes in the equity market that have delivered losses, that makes the balanced portfolio of stocks and bonds so important.

If you don't want fluctuations at all, there's always cash or a money market fund. But for this time horizon, consider using an ETF with growth potential. For a conservative investor, think about VGRO or VBAL. VGRO is more aggressive, at 80 stocks/20 bonds. VBAL is more balanced at 60/40.

VCNS is for the very conservative, mostly bonds with a bit of equity. It will still grow over time because of the equity allocation, but will be more stable. You could even mix in more bonds yourself. Consider working with a professional on this for a diversified portfolio.

E.T.F.'s
DON'T BUY

It holds stocks and more bonds. He bought it originally for conservative accounts, but sold it after 6 months because they didn't perform. The fund sold its winners to rebalance.

E.T.F.'s
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.
E.T.F.'s
BUY
Nothing wrong with a balanced ETF, a nice stock/bond mix. A balanced ETF makes a good core holding.
E.T.F.'s
BUY
Long-term TFSA hold? Yet another multi-asset ETF. Balanced portfolio 60/40 made of other low costs Vanguard funds. Really great for what it is. You can set it and forget it. Good product if you are a long term investor and want one single holding in your TFSA. You can go with VGRO if you want more growth or VCNS for conservative. There are similar products from iShares, BMO and Horizons. Can't comment for the tax-efficiency he would recommend going to a tax expert.
E.T.F.'s
BUY
Good if you want something simple and DIY with little money. This gives you diversity globally. It's rebalanced each quarter. One stop shopping.
E.T.F.'s
BUY
A balanced ETF. This includes bonds. If you're around 50 and planning retirement, there's nothing wrong with holding a lot of stocks, but a core holding should be balanced like this one. Weight your equities depending on how agressive you feel you want to be at a given point and time.
E.T.F.'s
BUY

A good Vanguard ETF for bonds and stocks in a balanced portfolio? VBAL and VGRO. VBAL is more balacned, and VGRO. Now, be more conservative so choose VBAL, but VGRO is better for growth. They both track North American stocks.

E.T.F.'s
COMMENT
The stated MER includes the MERs of the funds held by the ETF. There is no double dipping. BMo came out with a competing ETF called ZBAL-T, at 18 basis points and with a little bit less exposure to Canada. You have to know your products.
E.T.F.'s
BUY

VGRO-T vs. VBAL-T vs. VCNS-T. Would the three be enough for a retirement portfolio? VGRO-T is 80% equity, 20% bonds; VBAL-T is 60% equity, 40% bonds; and VCNS-T is 40% equity, 60% bonds. Don't hold them together. They hold the same thing at different proportions and equate to VBAL-T if all held equally. Move between them as market conditions dictate.

E.T.F.'s
COMMENT

VGRO-T vs. VBAL-T vs. VCNS-T. They are the total solution portfolios. If you hold all of them your blended portfolio is the same as VBAL-T, (60/40). VCNS-T gives you much more protection from the equity markets. VGRO-T is for when you don't need protection.

E.T.F.'s
DON'T BUY

For a static asset allocation this is a great solution. Not what he subscribes to. Risk changes over time. Not good if you think that markets aren’t efficient. He thinks they are not.

E.T.F.'s
BUY

About 60% equities, 40% fixed income. Good conservative growth portfolio.

E.T.F.'s
BUY

Combines 7 different ETFs. He loves what they have come out with. 22 basis points and better than robo-advising. His only problem is that these are way too overweight in Canada.

E.T.F.'s
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Vanguard Balanced ETF Portfolio(VBAL-T) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 2

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 3

Stockchase rating for Vanguard Balanced ETF Portfolio 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.

Vanguard Balanced ETF Portfolio(VBAL-T) Frequently Asked Questions

What is Vanguard Balanced ETF Portfolio stock symbol?

Vanguard Balanced ETF Portfolio is a Canadian stock, trading under the symbol VBAL-T on the Toronto Stock Exchange (VBAL-CT). It is usually referred to as TSX:VBAL or VBAL-T

Is Vanguard Balanced ETF Portfolio a buy or a sell?

In the last year, 3 stock analysts published opinions about VBAL-T. 2 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Vanguard Balanced ETF Portfolio.

Is Vanguard Balanced ETF Portfolio a good investment or a top pick?

Vanguard Balanced ETF Portfolio was recommended as a Top Pick by on . Read the latest stock experts ratings for Vanguard Balanced ETF Portfolio.

Why is Vanguard Balanced ETF Portfolio 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 Vanguard Balanced ETF Portfolio worth watching?

3 stock analysts on Stockchase covered Vanguard Balanced ETF Portfolio In the last year. It is a trending stock that is worth watching.

What is Vanguard Balanced ETF Portfolio stock price?

On 2024-12-23, Vanguard Balanced ETF Portfolio (VBAL-T) stock closed at a price of $33.56.