Portfolio Strategy Report (Q2 2025)

All prices, returns and portfolio weights are as of market close on March 31, 2025, unless otherwise indicated.

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Defying the Decline: 3 Top Defensive ETF Strategies

Here are three defensive BMO ETF strategies to help insulate portfolios from potential volatility ahead.

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Gold: Three Reasons for Optimism, and One Risk to Watch

Instead, our focus for this note—which also dovetails nicely with the one-year anniversary of the launch of the BMO Gold Bullion ETF (Ticker: ZGLD)—is to examine whether or not we should expect to see further upside from here. And after careful thought and deliberation, we identify three reasons for optimism as well as one important risk to monitor. Learn strategies to build a resilient, well-balanced investment strategy that stands the test of time – without the guesswork.

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5 ETFs for a Strong Core: Building a Resilient Portfolio

A strong investment portfolio starts with a solid foundation. Just like a well-built house, your investments need core holdings that provide stability and long-term growth. Learn strategies to build a resilient, well-balanced investment strategy that stands the test of time – without the guesswork.

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Playing Defense with Sector ETFs

Here’s how an equally weighted portfolio of healthcare, utility, and consumer staples ETFs could provide better downside protection and reduce volatility.

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Q4 2024: Commentary From ARK’s CIO

An investment in an ARK ETF is subject to risks and you can lose money on your investment in an ARK ETF. There can be no assurance that the ARK ETFs will achieve their investment objectives

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Invest Overseas, With Ease: The Power of Canadian Depositary Receipts (CDRs)

CDRs offer Canadian investors a seamless gateway to global markets, minimizing currency risks, enabling fractional ownership, and facilitating international diversification, all in Canadian dollars

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Investing With Training Wheels: How Buffer ETFs Can Help Mitigate Risk

Here's a look at how structured outcome ETFs can help limit volatility and drawdowns for investors with a lower risk profile.

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BMO ETFs guided portfolio: Quarterly Fixed Income strategy – Q1 2025

One of the more important themes over the past several months has been the sell-off in the long-end across numerous jurisdictions. Of course, this theme has been led by a combination of macro and idiosyncratic factors – the latter of which has resulted in considerable spillover effects.

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Equity level returns, with fixed income level risk: BMO’s Long Short ETFs

Are you looking to potentially generate better risk adjusted returns by benefitting from both directions of the market? Discover BMO’s approach to Long Short ETFs!

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