CAUV
AVANTIS CIBC US SMALL CAP VALUE ETF
stock TSE

There are many less sensible bets to make.
The US portion of all those portfolio ETFs is underweight, so to an extent adding a US etf, especially a large cap focused on actually brings you more in line with market cap weighting, rather than being an over concentration.
Personally I buy the VCN, VIU, and VEE in VEQT, then VFV + CAUV rather than VUN. I do this basically so I can cut down the Canadian portion to 15%. I really don’t understand the argument for having Canada 25-30%. I watched the Ben Felix video, and I still don’t get it.
I do the VFV + CAUV to basically get large stocks in market cap weight in VFV, and then with CAUV get the small stocks with a profitability screen and value tilt bc small unprofitably growth stocks historically are the biggest drag on a broad market index.
But yeah, doing like 80% XEQT / 20% QQC is far from a crazy thing to do, as long as you are going to panic sell the QQC when the bubble breaks. If you are just trying to catch the AI wave and are planning to time an exit from that position I’d maybe be more hesitant to endorse it.

There are many less sensible bets to make.
The US portion of all those portfolio ETFs is underweight, so to an extent adding a US etf, especially a large cap focused on actually brings you more in line with market cap weighting, rather than being an over concentration.
Personally I buy the VCN, VIU, and VEE in VEQT, then VFV + CAUV rather than VUN. I do this basically so I can cut down the Canadian portion to 15%. I really don’t understand the argument for having Canada 25-30%. I watched the Ben Felix video, and I still don’t get it.
I do the VFV + CAUV to basically get large stocks in market cap weight in VFV, and then with CAUV get the small stocks with a profitability screen and value tilt bc small unprofitably growth stocks historically are the biggest drag on a broad market index.
But yeah, doing like 80% XEQT / 20% QQC is far from a crazy thing to do, as long as you are going to panic sell the QQC when the bubble breaks. If you are just trying to catch the AI wave and are planning to time an exit from that position I’d maybe be more hesitant to endorse it.