finallytrulyalive
New member
EDIT: So I learned Dimensional funds can only be bought via Dimensional advisors, so there's my problem. Back to XGRO until I learn more.
Hi there, I am attempting to build one of PWL's model portfolios from the Passmore and Felix's team. I am opting for the 80/20 portfolio.
First question: There are different types of funds (e.g. F, A, and I type). I have gone for all F type funds - is this correct?
Second question: Two of these are not available in Passiv (see table below - DFA857 and DFA492). What do I do about this?
Final Question - I don't think any of these are in Questrade. I can't find them in Questrade. Also when I try to add these to my target portfolio in Passiv I get an error message that says "Failed to edit targets. Cannot add unsupported assets to target allocation"
Can someone please give me some advice on how to proceed? Thanks!
Name
Pct
Ticker
Avail in Passiv
Five-Year Global Fixed Income
6.1%
DFA231
Y
Global Targeted Credit Fixed Income
5.1%
DFA857
N
Global Investment Grade Fixed Income
9.3%
DFA449
Y
Canadian Core Equity1
7.8%
DFA256
Y
Canadian Vector Equity
7.6%
DFA600
Y
U.S. Core Equity1
0.6%
DFA293
Y
U.S. Core Equity (Hedged)1
0.6%
DFA445
Y
U.S. Vector Equity
5.3%
DFA223
Y
U.S. Vector Equity (Hedged)
3.5%
DFA492
N
International Core Equity
7.4%
DFA295
Y
International Core Equity (Hedged)
7.4%
DFA447
Y
International Vector Equity
3.8%
DFA227
Y
International Vector Equity (Hedged)
2.5%
DFA512
Y
Global Real Estate Securities
3.1%
DFA391
Y
Hi there, I am attempting to build one of PWL's model portfolios from the Passmore and Felix's team. I am opting for the 80/20 portfolio.
First question: There are different types of funds (e.g. F, A, and I type). I have gone for all F type funds - is this correct?
Second question: Two of these are not available in Passiv (see table below - DFA857 and DFA492). What do I do about this?
Final Question - I don't think any of these are in Questrade. I can't find them in Questrade. Also when I try to add these to my target portfolio in Passiv I get an error message that says "Failed to edit targets. Cannot add unsupported assets to target allocation"
Can someone please give me some advice on how to proceed? Thanks!
Name
Pct
Ticker
Avail in Passiv
Five-Year Global Fixed Income
6.1%
DFA231
Y
Global Targeted Credit Fixed Income
5.1%
DFA857
N
Global Investment Grade Fixed Income
9.3%
DFA449
Y
Canadian Core Equity1
7.8%
DFA256
Y
Canadian Vector Equity
7.6%
DFA600
Y
U.S. Core Equity1
0.6%
DFA293
Y
U.S. Core Equity (Hedged)1
0.6%
DFA445
Y
U.S. Vector Equity
5.3%
DFA223
Y
U.S. Vector Equity (Hedged)
3.5%
DFA492
N
International Core Equity
7.4%
DFA295
Y
International Core Equity (Hedged)
7.4%
DFA447
Y
International Vector Equity
3.8%
DFA227
Y
International Vector Equity (Hedged)
2.5%
DFA512
Y
Global Real Estate Securities
3.1%
DFA391
Y