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5i Recent Questions
Q: Back in 2020, I started a position in ZUQ BMO US High Quality ETF. I still have a copy from your ETF & Mutual Fund Update from 2020/21 about your ETF Madness Contest. XAW was the winner and it narrowly beat ZUQ in the semi finals. In it you said, “Overall, we would be comfortable with ZUQ taking an average investor’s entire US equity portfolio.” ZUQ beat ZSP in 5 year returns according to BMO’s ETF Comparison Tool, ZUQ 17.7% average return vs ZSP 16.2% average return. I’m building my portfolio and soon will build up ZUQ to a 50% position. Do you still feel that this ETF would still make you comfortable at a 50% position in an average investor’s entire US portfolio?
- BMO MSCI USA High Quality Index ETF (ZUQ)
- Global X S&P 500 Index Corporate Class ETF (HXS)
- Invesco NASDAQ 100 Index ETF (QQC)
- iShares Core S&P Mid-Cap ETF (IJH)
- iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)
- VanEck Vectors Retail ETF (RTH)
Q: I am looking at putting together a medium to high risk portfolio of ETF's to generate above average returns (above 9-12%) over a 5 to 10 year timeframe for a portion (5-10%) of my overall portfolio. Sector diversification is not a major consideration in this portfolio of ETF'S, more the long term growth. If I were to pick 4 or 5 what would you recommend from this list or if you have a better alternative please suggest that. I am looking to equal weight into each of the ETF's. Thanks in advance for your suggestion.
- BMO International Dividend ETF (ZDI)
- BMO MSCI USA High Quality Index ETF (ZUQ)
- WisdomTree Japan Hedged Equity Fund (DXJ)
- iShares Biotechnology ETF (IBB)
- Invesco Aerospace & Defense ETF (PPA)
- VanEck Morningstar Wide Moat ETF (MOAT)
- SPDR S&P Aerospace & Defense ETF (XAR)
- iShares Expanded Tech-Software Sector ETF (IGV)
- VanEck Vectors Semiconductor ETF (SMH)
- Direxion Nasdaq-100 Equal Weighted Index Shares (QQQE)
- Invesco S&P MidCap Quality ETF (XMHQ)
Q: I have partial positions in listed 10 ETFs - plus JPM Quality US Factor [JQUA] ETF.- did not come up on your list.
Your advice is requested on which ones to move to full positions now:
a) rank those to buy now and add others you like;
b) rank those to buy later when your price points realized
c) rank those that are could be sold.
Thank you
Your advice is requested on which ones to move to full positions now:
a) rank those to buy now and add others you like;
b) rank those to buy later when your price points realized
c) rank those that are could be sold.
Thank you
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