After months of refining the portfolio, I’ve decided to make the biggest structural change since its inception. The REQT portfolio goes from 14 ETFs to just 4: - 40% $ZEQT - 40% $FEQT - 10% $FINN - 10% $ORBX organized into three sleeves: - 40% Core Indexes — ZEQT - 40% Factors — FEQT - 20% Innovation — FINN + ORBX This isn’t a change in philosophy, but a cleaner expression of the same philosophy. In fact, the original REQT already held all six ETFs that sit underneath ZEQT: ZSP, ZCN, ZEA, ZEM, ZMID and ZSML. Rather than managing those building blocks individually, holding ZEQT directly simply packages the same broad-market exposure much more efficiently. And why ZEQT rather than XEQT or VEQT? There’s also a continuity aspect I like: those BMO ETFs were already the backbone of REQT’s market-cap exposure, so consolidating them into BMO’s all-equity solution feels like the most natural evolution. I also like keeping that part of the portfolio with BMO, a Canadian 🇨🇦 provider. The factor side is evolving too. REQT originally emphasized Momentum and Value. FEQT keeps those factors while adding High Quality and Low Volatility. I see those additional factors as useful counterweights, particularly in a period of elevated geopolitical and market uncertainty. They add another layer of diversification and potential stability without abandoning the factor-based approach. And the part where I want to keep the strongest conviction, 20% Innovation, remains unchanged: 10% FINN — Global Innovators 10% ORBX — Space Innovators The REQT portfolio can still be summarized very simply: 40% Core Indexes + 40% Factors + 20% Innovation. The previous structure gave me very precise control, but over time I became convinced that some of that complexity wasn’t adding enough value to justify 14 separate positions. Simple is better. The new REQT is easier to understand, easier to rebalance and easier to maintain, while preserving the ideas that defined it from the beginning. 💪🚀
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22 Comments
Simon @passing30w · 6d
I like it a lot!!👍👍Ok now stop tinkering with it and let it grow! Check back in next year! Btw this is the pot calling the kettle black here. Im just as if not worse at constantly tweaking my portfolio. 😜😜 Bonne soirée Regis!
michael @mickcrane · 5d
@mytranslator im sticking with the original REQT for the next 23 months. It ensures I hit my 50 trades a month when I make the 14 weekly contributions. I have the allocation percentage off by heart now lol
Olivier @ondeji · 5d
Thank you for your sharing
Michael Noël@therev · 5d
I love the fact you are not afraid to change things and that you are sharing your journey.
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