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  5. ZLB: I am a senior holding CDZ, ZLB & ZSP plus around 20 individual stocks. [BMO Low Volatility Canadian Equity ETF]

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Q: I am a senior holding CDZ, ZLB & ZSP plus around 20 individual stocks. I am hoping to streamline my portfolio to 3 ETFs plus a few favourite stocks. I'm ok with CDZ and ZSP, but I wonder if I should switch to ZCN for much of my Canadian portion rather than ZLB. Have you a suggestion as to which would be more appropriate in my late retirement portfolio? I'm not looking for international investment nor for fixed income. Many thanks.
Asked by M.S. on July 12, 2024
5i Research Answer:
Without giving personal direction, ZCN's five year return is 9.73%, or 1.18% more than ZLB. ZCN...
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