Evolve Canadian Utilities Enhanced Yield Index Fund (UTES)

BMO Equal Weight US Banks Index ETF (ZBK)
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BMO MSCI USA High Quality Index ETF (ZUQ)
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Global X S&P 500 Index Corporate Class ETF (HXS)
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iShares S&P/TSX 60 Index ETF (XIU)
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Invesco Aerospace & Defense ETF (PPA)
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Global X Europe 50 Index Corporate Class ETF (HXX)
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American Century ETF Trust (QGROQGRO)
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ENTREPRENEURSHARES (XOVR)
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BMO S&P US Mid Cap Index ETF (ZMID)
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iShares U.S. Broker-Dealers ETF (IAI)
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First Trust RBA American Industrial Renaissance ET (AIRR)
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Invesco S&P 500 Momentum ETF (SPMO)
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Evolve Canadian Utilities Enhanced Yield Index Fund (UTES)
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Q: Part of our total portfolio is invested in ETFs [non-registered accounts] and one-third is in Canadian-based and Canadian-dollar denominated US ETFs. Another third is in US ETFs - spread among Large Cap Value, Blend and Growth, and SMID. The final third is in Special US ETF - IAI ZBK AIRR PAVE SHLD PPA SMH UTES AND HXX. Your advice is requested as to which ones to over-weight, underweight or sell. Please rank each category, if you would. My lean is less tech/ M7 as already own most.

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Read Answer Asked by sam on February 10, 2025