main 发表于 2023-7-18 19:26:12

All in VEQT/XEQT 靠谱吗？

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 发表于 2023-7-19 11:07:42

all in 肯定是不靠谱啊，连资金管理都没有

model3 发表于 2023-7-19 11:12:40

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 发表于 2023-7-31 00:28:59

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 发表于 2023-7-31 10:08:53

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 发表于 2023-8-4 14:27:13

dont trust that.keep it purchase gold instead.

zuminic 发表于 2023-8-17 22:54:01

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 发表于 2023-8-19 01:01:41

all in 什么都不靠谱

saitou2 发表于 2023-8-19 17:28:38

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

weigongshilang 发表于 2023-8-21 23:04:05

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
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