Tag archives: Quantitative Value

Regular Portfolios Update: Replacing CAPE And XEF.TO With QVAL And IVAL

Last update on Jan. 24, 2015.

UPDATE 1: Unfortunately, I found out that both QVAL and IVAL are ineligible for registered accounts such as TFSA, RRSP and RESPs. As a result, I've decided to switch the regular portfolios back to incorporate CAPE and XEF.TO. I sincerely apologize for this mistake.

UPDATE 2: Sources have told me that QVAL and IVAL should be eligible for registered accounts in a few weeks. I'll keep everyone posted.


Financial companies introduce new ETFs every year. Sometimes, new ETFs offer enough improvement over existing ETFs that it becomes worthwhile to include them in our portfolios. Two such ...

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