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  5. ZMMK: A 2 part question - 1) How frothy do you find the market and would you take a bit off the table? [BMO Money Market Fund]
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Investment Q&A

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Q: A 2 part question - 1) How frothy do you find the market and would you take a bit off the table?

2) If you did take sell some stocks, what’s your favourite Money market fund/ETF, in terms of high yield and low risk/safety?

Thanks,

Cam
Asked by Cam on August 12, 2025
5i Research Answer:

There are certainly areas of the market which are beginning to show some level of froth. High short-interest names, quantum, weed stocks, crypto, etc. have all been moving higher recently. But, it is important to note that just because they are moving higher, it doesn't mean that they can't continue their climb, or that the market is in need of a large pullback. 

While we cannot personalize responses, a lot depends on the stocks that one is holding. High-quality, blue chip tech names, we feel can continue to do well and we would prefer to trim only if it exceeds a specific weighting. Defensive names, we feel are beginning to become attractive. In the small-cap, high-growth space, many names are making new highs, but the broader small-cap index (Russell 2000) has not yet made a new high, and this signals to us that while there might be pullbacks along the way, we think there is more upside room in high-growth, small-cap names. We would be comfortable trimming any of these names above a specific weighting.  

For money market funds, we like ZMMK.