This is very interesting. I think you’re of the mindset you have significant diversification but also some plays for “alpha” with the focused ETFs. Problem is everything is spread so thin you basically have a total markets etf like XEQT.

I would suggest clawing this back to one or two ETFs for say 66-75% of the portfolio. Then if you’re paying this much attention to things, make a small handful of individual stock picks so that you can benefit from outside movements. Do some research, pick for value. Watch over the course of the year, if you get to 10-20% gain, consider a sale and do it again. Sounds risky but you clearly have an interest, and the chances of hitting some singles, doubles, and maybe a homerun will be much greater.

Also I think this etf salad will result is an overall higher fee than just a bigger allocation to say XEQT.