RBC Direct Investing Strategy

Building a Resilient Portfolio with
Commission-Free iShares ETFs

A blueprint for resilient, CAD-based portfolios using commission-free iShares ETFs, tailored for 20, 10, and 5-year investment horizons.

Disclaimer: This material is for information only and does not constitute investment advice. Consider your risk tolerance, time horizon, and the need for guaranteed income before investing.

ETF Universe

All tickers below are CAD-listed iShares ETFs available commission-free at RBC Direct Investing (unless noted).

Symbol Fund Name Asset Class Currency
XEQTiShares Core Equity ETF PortfolioMulti-AssetCAD
XGROiShares Core Growth ETF PortfolioMulti-AssetCAD
XBALiShares Core Balanced ETF PortfolioMulti-AssetCAD
CGLiShares Gold Bullion ETFCommodityCAD
XBBiShares Core Canadian Universe Bond Index ETFFixed IncomeCAD
CBOiShares 1–5 Year Laddered Corporate BondFixed IncomeCAD
CLFiShares 1–5 Year Laddered Govt BondFixed IncomeCAD
XICiShares Core S&P/TSX Capped CompositeEquityCAD
XUSiShares Core S&P 500 Index ETFEquityCAD
XSPiShares Core S&P 500 (CAD-Hedged)EquityCAD
XEFiShares Core MSCI EAFE IMI Index ETFEquityCAD
XECiShares Core MSCI Emerging Markets IMIEquityCAD
XQQiShares NASDAQ-100 Index ETF (Hedged)EquityCAD
IBITiShares Bitcoin Trust ETFDigitalUSD
Scroll to view more • Partial list shown for clarity

Design Principles for Resilience

Global Diversification

Balance Canada (XIC) with U.S. (XUS/XSP) and international (XEF/XEC) holdings to reduce home-country bias.

Currency Management

Blend unhedged U.S. exposure (XUS) with CAD-hedged (XSP) to manage currency volatility effectively.

Interest Rate Control

Pair aggregate bonds (XBB) with short-term ladders (CBO/CLF) to mitigate sensitivity to rate changes.

Real Asset Ballast

Consider a modest gold sleeve (CGL) as a diversifier against inflation and market panic.

Keep Costs Low

Prefer broad, core ETFs with low MERs. Rebalance semi-annually or when drift exceeds ±5%.

Model Portfolios by Time Horizon

20 Years to Retirement

Growth

Objective: Maximize long-term growth with broad diversification (~85% Equity).

TickerAlloc.
XUS (US Core)35%
XSP (US Hedged)10%
XIC (Canada)15%
XEF (Intl Dev)15%
XEC (Emerging)10%
XBB (Bonds)10%
CGL (Gold)5%

Rationale: Equity-heavy mix exploits long compounding runway. Small gold sleeve hedges tail risks.

10 Years to Retirement

Balanced

Objective: Sustain growth while reducing sequence-of-returns risk (~70% Equity).

TickerAlloc.
XUS (US Core)25%
XSP (US Hedged)10%
XIC (Canada)15%
XEF (Intl Dev)10%
XEC (Emerging)5%
XBB (Agg Bonds)15%
CBO/CLF (Short Bonds)15%
CGL (Gold)5%

Rationale: Introduces short-duration bonds (CBO/CLF) to reduce rate sensitivity as retirement nears.

5 Years to Retirement

Resilient

Objective: Protect against deep drawdowns while preserving growth (~65% Equity).

TickerAlloc.
XUS (US Core)22%
XSP (US Hedged)18%
XIC (Canada)15%
XEF (Intl Dev)8%
XEC (Emerging)2%
XBB (Agg Bonds)12%
CBO/CLF (Short Bonds)18%
CGL (Gold)5%

Rationale: Larger short-duration bond sleeve reduces volatility. Higher hedged US equity (XSP) mitigates currency risk.

Implementation Notes

  • Rebalancing: Review semi-annually or when any sleeve drifts by ±5 percentage points.
  • Glide path: From 10 years out, reduce equity by ~3–5% per year toward a 45–55% equity "retirement" mix, increasing CLF/CBO/XBB proportionally.
  • RRSP context: Dividend income has no tax advantage over capital gains inside RRSP; favour total-return, broad-market exposures.
  • Risk controls: Keep any single-sector tilts (e.g., technology via XQQ or Canadian tech via XIT) to ≤5–10% of equity to limit concentration risk.

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