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  5. ZUQ: Back in 2020, I started a position in ZUQ BMO US High Quality ETF. [BMO MSCI USA High Quality Index ETF]

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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?
Asked by Todd on November 20, 2024
5i Research Answer:
For most investors, we suggest a lower maximum for a single ETF; however, if one is to go...
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