All in VEQT/XEQT 靠谱吗？

main

最近看了 Canadian Couch Potato。有一种portolio就是All in XEQT/VEQT。管理费在0.20%左右很高了。

请问这种投资策略靠谱嘛？

屌穿墙

all in 肯定是不靠谱啊，连资金管理都没有

model3

楼主的意思应该不是All in。 而是说这种类型的基金就叫做All in.

matrix9

google search 了一下，答案是这样的
The annual rate of return for iShares XEQT ETF since inception is 15.99%. While it looks great, it's not actualy great for the time span it comes. The ETF is only 2 years old and the SP500 has had twice that return. When it comes to investing 100% in equity, there are many options.
所以，看来这样不太对

main

matrix9 发表于 2023-7-31 00:28
google search 了一下，答案是这样的
The annual rate of return for iShares XEQT ETF since inception is ...

好的，谢谢老哥。看来我要重新考虑一下portfolio了。

superstars

dont trust that.keep it purchase gold instead.

zuminic

先不论这只mutual fund的回报如何， 对于加拿大的税务人员来说 选择投美国产业的mutual fund在税率就首先take a huge hit

guancuimei

all in 什么都不靠谱

saitou2

no. market etfs are not what they once were either. invest with your own discretion and horizon in mind

weigongshilang

有什么不靠谱的，管理费比mutual fund便宜很多了。不过风险低对growth的预期就不要那么高了