Visibility: Public
asked Jun 18, 2019 01:07 PM by
 gravatar image
updated Jun 18, 2019 01:07 PM by
 gravatar image

Hi Jin and all other readers.

I am holding CAPE in my TFSA and RRSP accounts, It is been a while when you suggested to switch CAPE over to QVAL, I never made the change, too lazy.

Since CAPE did well, so far I feed good about it. Should I make a switch now? Am i taking extra risk if I am not making the change?

please help

Edit Retag Flag offensive Close Delete

1 answer

sort by ยป oldest newest most voted
answered Jun 19, 2019 09:17 AM by
 gravatar image

I don't think it's really going to dramatically change your risk. CAPE and QVAL are relatively similar, as explained by this article:


I suppose ideally, to line up with the Moneygeek portfolios, you would swap CAPE for QVAL, but realistically, both will probably perform pretty comparably over the long term.

Edit Flag offensive Delete Link
Please log in to post an answer.


Asked: Jun 18, 2019 01:07 PM

Seen: 163 times

Last updated: Jun 19 '19

Web Analytics