Stockchase Opinions

Jon Vialoux BMO Low Volatility Cdn Eqty ETF ZLB-T TOP PICK Mar 09, 2020

We can use low volatility now. Jan. 12-May 18 is seasonality. ZLB has held out better than the market lately and today. Holds utilities and REITs. It's a defensive bet. Who knows how long this volatility will last? You want to be in utilities.
$34.360

Stock price when the opinion was issued

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:

PAST TOP PICK
(A Top Pick Jan 11/19, Up 19%) A pretty conservative way to approach the market. Mainly utility type stocks that don’t bounce around. It’s worked quite well.
PAST TOP PICK
(A Top Pick Mar 12/19, Up 15%) It has been a good performer since its inception. It moved out of Canadian energy stocks at a pivotal time based on its rules based methodology. It looks for the lowest beta Canadian stocks. This is an actively managed fund he feels as it has a human element to it as well. A conservative investor would like this one and could perhaps match it with a lower cost passively managed fund.
TOP PICK
A good way to go to the stocks that are least affected by sell-offs. Big financial and consumer side.
PAST TOP PICK
(A Top Pick Jan 11/19, Up 23%) He still holds this, and he will be shifting towards this area. He's negative on the markets.
BUY

Get similar or better returns with less risk, beta, volatility. Well constructed product. Skews more to certain sectors like utilities and financial services, so you'll see underperformance. For 5-10-15-20 years, it's a thoughtful way to get returns from the market. Try XMV, which creates a portfolio of minimum volatility. You could use these 2 ETFs together.

BUY
Won't see much tech in ETFs like this. It is not guaranteed to go up when the markets go down, but generally, should do better in volatility. Not a bad idea to increase exposure to low volatility here.
WEAK BUY
Doesn't generally like low vols because the performance tends to be lacklustre. But this one has been doing quite well. You could consider this one.
BUY
It is low Beta and skewed toward the more conservative sectors. It follows sector allocations and uses a checks and balances system for individual stocks.
DON'T BUY

He doesn't buy low-vols, because they drag on performance.