Case study: My portfolio idea - VFV, VDU, VAB (series 1 of 10)

May 31, 2019

Introduction

It is my personal finance research. I have to set up my portfolio on QuestTrade.com for my TFSA account,  I have $50,000 Canada dollars and I like to set up portfolio as soon as possible.

Case study

I spent half hour to read this portfolio seen in the article 2019 Top 3 Index ETF To Invest (Canadian Retirement Guide). I like to copy the idea and see what I should learn from.

Symbol	Description
VFV	Vanguard S&P 500 Index ETF 0.08% Management Fee 500 largest stocks in the United States Example: Microsoft, Google, Visa, Disney, Walmart
VDU	Vanguard FTSE Developed All Cap ex U.S. Index ETF 0.20% Management Fee 3,900 stocks in developed countries (excluding US) Example: RBC, Nestle, Adidas, Samsung, Toyota
VAB	Vanguard Canadian Aggregate Bond Index ETF 0.08% Management Fee 900 government and corporate bonds in Canada Example: Federal, Provincial, Municipal bonds

ETF Portfolio Summary

60% Stocks and 40% Bonds 0.12% MER (Management Expense Ratio) 4,400 companies in developed markets around the world 900 investment-grade bonds in Canada