Vanguard Balanced ETF Portfolio

VBAL-T

Analysis and Opinions about VBAL-T

Signal
Opinion
Expert
COMMENT
COMMENT
January 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.
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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.
BUY
BUY
August 21, 2019
Nothing wrong with a balanced ETF, a nice stock/bond mix. A balanced ETF makes a good core holding.
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Nothing wrong with a balanced ETF, a nice stock/bond mix. A balanced ETF makes a good core holding.
BUY
BUY
August 20, 2019
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.
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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.
BUY
BUY
July 23, 2019
Good if you want something simple and DIY with little money. This gives you diversity globally. It's rebalanced each quarter. One stop shopping.
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Good if you want something simple and DIY with little money. This gives you diversity globally. It's rebalanced each quarter. One stop shopping.
BUY
BUY
July 3, 2019
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.
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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.
BUY
BUY
June 25, 2019

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.

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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.

COMMENT
COMMENT
March 4, 2019
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.
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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.
BUY
BUY
October 15, 2018

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.

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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.

COMMENT
COMMENT
October 1, 2018

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.

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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.

DON'T BUY
DON'T BUY
September 6, 2018

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.

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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.

BUY
BUY
August 3, 2018

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

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

BUY
BUY
April 9, 2018

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.

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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.

TOP PICK
TOP PICK
March 22, 2018

A conservative one. 60% equity, 40% bonds. For smaller accounts, RESPs. At 22 basis points of cost makes it competitive compared to robo-advisors.

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A conservative one. 60% equity, 40% bonds. For smaller accounts, RESPs. At 22 basis points of cost makes it competitive compared to robo-advisors.

BUY
BUY
March 5, 2018

He likes what they are trying to do with these new products. This is the traditional 60/40 balance. It has 22 basis points’ cost. For a passive investor he would give it a thumbs up.

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He likes what they are trying to do with these new products. This is the traditional 60/40 balance. It has 22 basis points’ cost. For a passive investor he would give it a thumbs up.

COMMENT
COMMENT
February 20, 2018

Low, excellent MER. Best to put this into a TFSA, RRSP or LIRA for $40-100K. Would rather own a bank stock for 10 years than a 5-year bond. Go with an ETF that has less exposure to bonds and more in equities.

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Low, excellent MER. Best to put this into a TFSA, RRSP or LIRA for $40-100K. Would rather own a bank stock for 10 years than a 5-year bond. Go with an ETF that has less exposure to bonds and more in equities.

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Vanguard Balanced ETF Portfolio(VBAL-T) Rating

Ranking : 1 out of 5

Bullish - Buy Signals / Votes : 0

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 0

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, there was no coverage of Vanguard Balanced ETF Portfolio published on Stockchase.

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

Vanguard Balanced ETF Portfolio was recommended as a Top Pick by Terry Shaunessy on 2020-01-24. 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?

0 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 2020-09-25, Vanguard Balanced ETF Portfolio (VBAL-T) stock closed at a price of $27.06.