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SATRIX MSCI ACWI ETF ~ IDEAL SINGLE FUND TO BUY & HOLD, LONG TERM 7+ YEAR IN TFSA ACCOUNT ?

PG182

By PG182
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PG182

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Hi all, we are in the position now to maximize myself & wives TFSAs with easy equities. I have always preferred a simple one fund approach.

Outside of our REG28 ALEX FORBS PROV FUNDS with employer. I would like to invest 3K each monthly, in the SATRIX MSCI ACWI ETF FUND ONLY (with in our EE TFSAs)

Buy & hold 10+ years minimum as will be for retirement. I am 42 wife 40.

 

I also know the 10XTOTAL WORLD ETF is an ideal one stop shop ETF (also worth looking at) ~ but the SATRIX MSCI ACWI is a total return so maybe an advantage, less transaction costs etc. 

 

Please , your honest opinion/advice will be appreciated regards thoughts with above ETF MSCI ACWI ETF housed on TFSAs to compliment retirement funds.

 

& SIDE NOTE ~ I see EEs statements now show annualizes returns since inception? under the cumulative returns.

I presume this is all accurate and self explanatory. I hadn't opened a statement for about 6 months. (we stopped contributing to pay off the house), now want to reinstate our contributions into out TFSAs . See example attached. 

 

 

 

 

 

KGB_EE SAV ACCOUNT_01.08.2024.pdf

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