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  1. Vanguard Portfolio ETFs

    Investing
    I've been looking at the new Vanguard Portfolio ETFs (VEQT, VGRO, VBAL, VCNS, VCIP). Why are they cheaper than their underlying parts? For example, as of today (March 22, 2020), here's the allocation and price breakdown of VEQT: Ticker Name Allocation Price VUN Vanguard US Total...
  2. ETF Portfolio - ETF suggestion (US and International)

    Investing
    HI, Hi building my ETF portfolio (like Coach potato) but I'm not sure about with US and International ETF pick. Any sugestion for US in CAN-Hedged ? Any suggestion for International (exclude Canada and US) ? Thanks ! Marc
  3. Couch potato execution - order types and sizes

    Investing
    Hey Canadian Money Peeps. So - I"m helping my lovely wife put together a couch potato portfolio on RBCDI. I understand the basics of trading and order types... but. She has 200k in cash in the account. (RSP) We are planning on using Vanguard ETFs. Thoughts and suggestions on order sizes? I...
  4. Optimal Portfolio Mix

    General Personal Finance Talk
    Hi Folks, I am in my early 20's and have established a decent portfolio that is 100% in equities. My current mix is ~70% Canadian, and 30% US. Within the mix, my Canadian exposure is 40% Energy, 10% Telecom, 25% Financial, and 25% in the rest of the Cdn. economy lol. My US exposure consists...
  5. Portfolio tracking software w/ specific features (QT auto import/FX/CA Markets, etc.)

    Investing
    For a long time now I've been trying to find a portfolio tracker that works for my situation... I'm sure there are others in the same situation and I'm hoping I can get some suggestions. Need something that fulfills at least these requirements: automatic importing of my trades from Questrade...
  6. ETF bonds

    Investing
    Hi guys, Always a pleasure to read you all! A simple question for you today : What is your choice for ETF bonds? US, World, Canadian? Short, mid, long term? My choise right now is the Vanguard ETF VAB : Great performance during the last few years, long-term Canadian bond... The other choice...
  7. Where's my money at?

    Investing
    Hello all, first time poster on a mission to get a good picture of my asset allocation. I invest in passive and manged mutual funds and ETF's. Because I'm usually after specific products, with low fees, I've ended up having these funds dispersed across four different FI's. There's 14 different...
  8. Asset Allocatiion / Portfolio Rebalancing - ~$200k @ 25

    Money Diaries
    Hi guys, I recently took a hard look at my asset allocation, and realized it's very suboptimal. I'm 25 - about 3 years out from school with $195K in liquid assets, no debt, and no other assets. For simplicity I'm excluding tax liabilities on investments. Rough breakdown is: Cash in...
  9. ACB for security in multiple portfolios

    Investing
    Wondering if anybody can shed some light on this, as the examples on the CRA website assume a plain-vanilla portfolio. I work(ed) at BMO and had a number of BMO shares in my employee stock plan ("ESOP"). I also purchased BMO shares in my separate brokerage account at Questrade. Now, for...
  10. Portfolio for my Father, Please Help

    Investing
    I am trying to help my father pick out a diverse portfolio that he can put a portion of his money into. He is unhappy with his mutual funds and would like to transfer over 30k now with the potential for investing an additional 50k that will come from other sources later in the year. My idea is...
  11. Portfolio Feedback

    Investing
    Hey everyone, I've been reading these forums for a while, but I've never contributed—so here goes. First, a little backstory. I'm 29 and married. I don't have any debt, including no mortgage (currently renting for $750/month), and around $300K in savings spread across my accounts. I used to...
  12. Help wanted with a new ETF portfolio...

    Investing
    Newbie investor, 57, mortgage paid, 250K equity in investment real estate, 300K RRSP, 15K in a GIC TFSA and 60K in cash. I am creating a new portfolio and would appreciate any help you could provide in the way of comments, ideas and suggestions on the following 300K ETF RRSP I created based on...
  13. Any Quicken users? How to track stock prices with a period.

    Investing
    I've been using Quicken successfully for years, but one thing I can't get to work is updating of stock prices, when the symbol has a period in it. Such as "BBD.B", "AC.B", "YLO.UN", "AX.UN". Non-period stocks such as "MFC", "BMO", "Q", "CTL" work fine. Does anyone track their stocks in...
  14. Portfolio Remap - what to buy now

    Investing
    Have been reading this thread for a while. Want to create a portfolio of ETFs (Cdn equity, US equity, Europe, Emerging, Bond, REIT) and some dividend paying stocks. Sitting in majority cash right now but feel like i need to do something. I have read on this forum about "lump sum buying" vs...
  15. Advice on new portfolio

    Investing
    In the process of building a new portfolio of reasonable size. Have been reading multiple forums. Targeting 10-12 years to retirement. Thought about my risk tolerence etc. Have been largely on sidelines with cash. Cdn Equity 23% (XIC + XIU + XCS + select stocks) US Equity 22% (VTI + VB...
  16. Portfolio Optimization with Indexes

    Investing
    Hi All. Has anyone found a website that will allow Canadians to optimize their portfolio of Canadian stocks? I have been playing with the Portfolio Monkey website a bit, but it doesn't appear to have data for TSX market companies. To elaborate: I want to understand whether I can ‘model’ my...
  17. ETF Portfolio Optimization - Adding Commodities

    Investing
    On many of the financial blog sites, folks have actively discussed allocation percentages across Canadian, US, EMEA, BRIC and bond/income markets. I have not seen anyone propose adding commodities as a way of further diversification in that these types of investments generally act...
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