Opinions Mike Philbrick
Harvest Equal Weight Global Utilities Income ETF HUTL.TOBUYNov 27, 2025
Mike PhilbrickUnknown
$18.88
Stock price when the opinion was issued
$19.70
As of May 29, 2026. Market Open.
E.T.F.'s
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.
You might be interested:
BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research
HUTL owns global utility companies, and sells options on 33% of its portfolio. Considering the sector and the possibility of lower interest rates ahead, we would be comfortable buying for income-seeking investors.
Unlock Premium - Try 5i Free
E.T.F.'s
;fill-opacity:1;'/%3e%3cpath%20d='M31%2018.6001V30H8V18.6001L14.1334%2022.4334L19.4999%2014L24.8669%2022.4334L31%2018.6001Z'%20fill='%23EE5432'%20style='fill:%23EE5432;fill:color(display-p3%200.9340%200.3310%200.1956);fill-opacity:1;'/%3e%3c/svg%3e){kind=small}
Premium contentPAST TOP PICK
(A Top Pick May 17/22, Down 2.3%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with HMUTL has triggered its stop $17.75. To remain disciplined, we recommend covering the position at this time. When combined with the previous buy recommendation, this will result in net investment loss of 6%.
E.T.F.'s
Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly With overriding concerns growing about the state of markets, we again reiterate this defensive global utility ETF priced in Canadian dollars as a TOP PICK. Utilities are better able to manage inflationary pressures and rising interest rates than most companies as these costs are able to be passed directly along to the consumer. We like the global diversification and its yield. We recommend sliding the stop loss down to $17.75 to account for current market volatility. Yield 7.4%
E.T.F.'s
Premium contentTOP PICK
Stockchase Research Editor: Michael O’Reilly We again reiterate HUTL as a TOP PICK for those looking for global diversification, invested in utilities, with an enhanced yield. We like that about one-third of the portfolio is in US equities, Canada is just over 10%, with Europe representing the rest. It uses a covered-call writing strategy to boost the dividend yield from a portfolio average of 4.0% up over 7.0%. The MER is only 0.5%. In a market that is priced efficiently, this is a good diversification strategy. We would recommend trailing up the stop (from $17.00) to $18.50. Yield 7.08%
E.T.F.'s
Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterated HUTL as a TOP PICK for those looking for global diversification, invested in utilities, with an enhanced yield. We like that about one-third of the portfolio is in US equities, Canada is just over 10%, with Europe representing the rest. It uses a covered-call writing strategy to boost the dividend yield from a portfolio average of 4.0% up over 7.49%. The MER is only 0.5%. In a market that is priced efficiently, this is a good diversification strategy. We would recommend placing a stop loss at $17.00. Yield 7.73%
E.T.F.'s
Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly Those looking for global diversification, invested in utilities, with an enhanced yield will like HUTL. We like that about one-third of the portfolio is in US equities, Canada is just over 10%, with Europe representing the rest. It uses a covered-call writing strategy to boost the dividend yield from a portfolio average of 4.0% up over 7.5%. The MER is only 0.5%. In a market that is priced efficiently, this is a good diversification strategy. Yield 7.73%
E.T.F.'s
COMMENT
A decent ETF. HUTL is globally diversified, fine, but his one concern is that utilities. He predicts global growth to be higher in 2021 than the consensus. Look also at Wisdom Tree ... Look at Asia. EUFN-Q offers a good dividend yield.
E.T.F.'s
PAST TOP PICK
(A Top Pick Nov 20/19, Down 15%) He still likes it. It's for income investors. He has an underweight in all the underlying securities in this ETF. He's waiting to see what volatility will be like before buying them. HUTL holds 30% precious metals, which is driving its growth. This ETF has been down because utilities have declined due to volatility.
Jaime CarrascoOwned
E.T.F.'s
TOP PICK
Likes it--it derives income outside Canada, though a few of the companies held here are Canadian like Enbridge. It's a well-managed ETF. The covered call increases the dividend
Jaime CarrascoOwned
E.T.F.'s
Utilities are a wonderful place to hide money. Respond nicely to interest rates, so cuts should be a tailwind. Covered writing is less effective on these lower-volatility assets, and you give up a bit of upside. Equal weight means no risk of a single name.
This sounds right for what the investor is looking for.