Stockchase Opinions

Larry Berman CFA, CMT, CTA BMO Growth ETF ZGRO-T WAIT Apr 14, 2025

80% equity, 20% fixed income. Great for the average investor. The one you want when you're bullish on equities. When you're defensive, you go into the balanced or conservative version which brings you down to 60/40 or 40/60 equities to bonds.

Right now, way too early to be bullish on equities. At some point in the next 6 months (ballpark: below 5000 on the S&P 500, and maybe even below 4500), it will be time to be much more growth oriented. Now is not the time.

$43.340

Stock price when the opinion was issued

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