IShares Core S&P US Total Market (XUU-T) — Stockchase (2024)

Sep 17, 2024, 6:50 pm

Consensus

Hold

Valuation

Fair Value

Similar

Apple Inc, AAPL-Q

Good investment for long term, but could be risky buying right now (high valuations). Would recommend holding.

E.T.F.'s

American stocks with high valuations and expectations. Compare this to Asian stocks, there's much lower expectations, so it's better to look there. Ex-USA is his bias.

E.T.F.'s

(A Top Pick Oct 05/18, Up 6%) Good exposure to the US. We're in a period where the US market has outperformed the Canadian market.

E.T.F.'s

Covers the broad U.S. market. If you're chicken about the market, this is a simple, low-risk way to play America.

E.T.F.'s

XUU vs. XSP to play the US market XSP is the S&P and CAD-hedged, while the XUU is the broad US market, including the small- and mid-caps without the CAD hedge. He prefers to play in USD, because the USD is a flight to safety when world markets struggle. You want to hold USD as a general rule.

E.T.F.'s

Has developed more of a liking for the broader market, rather than the low volatility US stocks they used to hold.

E.T.F.'s

For a long-term investment, iShares Core S&P US Total Market (XUU-T) or iShares S&P 500 Index (XUS-T)? This has largely been a large cap recovery. He also likes the mid-caps. As the US recovery continues, that benefit is going to spread to the smaller caps. Right now he likes the US version. Just coming out of their recovery, he would be more going into the large caps as he has done in the past. However, he is fine with these.

E.T.F.'s

This drills down past large caps into micro caps, small caps, etc. If you want to be in this market, this is fine, but he is holding back from them because it is still a “large cap market” as far as he is concerned.

E.T.F.'s