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Larry Berman CFA, CMT, CTABMO Tactical Dividend ETF FundZZZD.TOCOMMENTJul 19, 2021

Hard to say which one would perform the best in a correction. ZZZD has a very defensive posture with half of the portfolio hedged to downside risk. ZWU and ZPAY are in ZZZD. Would look to be defensive in the next few months.

Larry Berman CFA, CMT, CTALarry Berman CFA, CMT, CTA
Unknown
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$28.20

Stock price when the opinion was issued

$32.22

As of May 28, 2026. Market Open.

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BUY

BMO Tactical Dividend ETF Fund(ZZZD.TO)

Sep 23, 2024

Buys puts in the portfolio to provide some downside protection from volatility. He's involved in managing this fund.

Photo of Larry Berman CFA, CMT, CTALarry Berman CFA, CMT, CTA
Owned
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$29.15

Stock price when the opinion was issued

$32.22

As of May 28, 2026. Market Open.

E.T.F.'s
BUY

BMO Tactical Dividend ETF Fund(ZZZD.TO)

Jun 26, 2023

*Note Larry Berman is manager of this fund. Is conflicted. 
Yield is around 6% which is healthy.
Outlook is positive for fund.
Focusing on emerging markets. 
Dividend paying stocks.
Safe blue chip stocks.

Photo of Larry Berman CFA, CMT, CTALarry Berman CFA, CMT, CTAUnlock Rating
$27.30

Stock price when the opinion was issued

$32.22

As of May 28, 2026. Market Open.

E.T.F.'s
BUY

BMO Tactical Dividend ETF Fund(ZZZD.TO)

Apr 17, 2023

Over exposure to Europe.
Got value at current price.
Expect volatility with conflict in Europe.

Photo of Larry Berman CFA, CMT, CTALarry Berman CFA, CMT, CTAUnlock Rating
$28.46

Stock price when the opinion was issued

$32.22

As of May 28, 2026. Market Open.

E.T.F.'s
BUY

BMO Tactical Dividend ETF Fund(ZZZD.TO)

Jan 31, 2022
Bonds don't provide a lot of safety or yield. There is no real yield. You have to look at high dividend paying stocks. It is high volatility. Capital preservation is also a challenge. ZZZD focuses on capital preservation, some times to the detriment to the upside.
Photo of Larry Berman CFA, CMT, CTALarry Berman CFA, CMT, CTA
Owned
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$28.26

Stock price when the opinion was issued

$32.22

As of May 28, 2026. Market Open.

E.T.F.'s
COMMENT

BMO Tactical Dividend ETF Fund(ZZZD.TO)

Oct 04, 2021
Now they are buying put protection instead of fixed income. Fixed income with yield so low does not give the protection it used to, and it is now a risk. Needs to rethink the 60-40 model. The put protection serves the same purpose now.
Photo of Larry Berman CFA, CMT, CTALarry Berman CFA, CMT, CTAUnlock Rating
$27.53

Stock price when the opinion was issued

$32.22

As of May 28, 2026. Market Open.

E.T.F.'s
COMMENT

BMO Tactical Dividend ETF Fund(ZZZD.TO)

Jul 26, 2021

Exposure to currency is mostly hedged for ZZZD. ZPAY is always in USD. ZWP is Canada relative to European currencies. The Canadian dollar selling off is a factor, but they are also doing well because they are doing what they are designed to do.

Photo of Larry Berman CFA, CMT, CTALarry Berman CFA, CMT, CTA
Unknown
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$28.34

Stock price when the opinion was issued

$32.22

As of May 28, 2026. Market Open.

E.T.F.'s
COMMENT

BMO Tactical Dividend ETF Fund(ZZZD.TO)

Apr 26, 2021
Look for ETFs that have put protection that gives you exposure to the upside but minimizes downside risk.
Photo of Larry Berman CFA, CMT, CTALarry Berman CFA, CMT, CTAUnlock Rating
$28.20

Stock price when the opinion was issued

$32.22

As of May 28, 2026. Market Open.

E.T.F.'s
BUY

BMO Tactical Dividend ETF Fund(ZZZD.TO)

Apr 12, 2021
Manages this fund. The target is to generate a yield in excess of 4%. There is also an aspect of capital preservation. Delivers global yield and protection. This strategy will deliver well over the long run. Very liquid.
Photo of Larry Berman CFA, CMT, CTALarry Berman CFA, CMT, CTA
Owned
Unlock Rating
$27.62

Stock price when the opinion was issued

$32.22

As of May 28, 2026. Market Open.

E.T.F.'s
COMMENT

BMO Tactical Dividend ETF Fund(ZZZD.TO)

Apr 12, 2021

ZZZD gives you exposure to global dividend payers, whereas ZPAY is only US markets. ZZZD has ZPAY in it for the US exposure. ZPAY gives a yield around 6% whereas ZZZD is designed to give 4%.

Photo of Larry Berman CFA, CMT, CTALarry Berman CFA, CMT, CTA
Unknown
Unlock Rating
$27.62

Stock price when the opinion was issued

$32.22

As of May 28, 2026. Market Open.

E.T.F.'s
COMMENT

BMO Tactical Dividend ETF Fund(ZZZD.TO)

Nov 09, 2020
Berman manages this fund. Before the election, they shifted towards European assets and took away from preferred and fixed income. A yield of 5% is the goal with less volatility. The biggest exposure is gold and gold equities. Long term, gold equities is promising and is one of the best asset classes.
Photo of Larry Berman CFA, CMT, CTALarry Berman CFA, CMT, CTA
Unknown
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$28.00

Stock price when the opinion was issued

$32.22

As of May 28, 2026. Market Open.

E.T.F.'s
BUY

BMO Tactical Dividend ETF Fund(ZZZD.TO)

Oct 19, 2020
This portfolio has the tools to go anywhere with a focus on generating a yield of 4% or more. If he wanted to protect downside risk, he could buy a put to protect against it. If there is a moment when risk is lower, he can lift it up. Yield is the focus.
Photo of Larry Berman CFA, CMT, CTALarry Berman CFA, CMT, CTA
Owned
Unlock Rating
$28.10

Stock price when the opinion was issued

$32.22

As of May 28, 2026. Market Open.

E.T.F.'s
PAST TOP PICK

BMO Tactical Dividend ETF Fund(ZZZD.TO)

Sep 02, 2020
(A Top Pick Aug 23/19, Down 7%) Good, well-run ETF. Conservative. Held through the March lows. Sold it to go into some indexes and benefit from the rebound.
Photo of Cole KachurCole Kachur
No
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$28.60

Stock price when the opinion was issued

$32.22

As of May 28, 2026. Market Open.

E.T.F.'s
COMMENT

BMO Tactical Dividend ETF Fund(ZZZD.TO)

Aug 14, 2020
Management Fee. The MER that is quoted is around 75 basis points. This includes the cost of the ETFs underlying the fund so there is no double dipping.
Photo of Larry Berman CFA, CMT, CTALarry Berman CFA, CMT, CTAUnlock Rating
$29.49

Stock price when the opinion was issued

$32.22

As of May 28, 2026. Market Open.

E.T.F.'s
BUY

BMO Tactical Dividend ETF Fund(ZZZD.TO)

Jul 31, 2020

Globally focused, sleep at night dividend ETF that he manages. He tries to generate a yield around 4%. Curently it is at 4.07% yield. He is placing money in ETFs all around the world. The biggest position in this ETF is gold equities. A very defensive fund.

Photo of Larry Berman CFA, CMT, CTALarry Berman CFA, CMT, CTA
Owned
Unlock Rating
$30.06

Stock price when the opinion was issued

$32.22

As of May 28, 2026. Market Open.

E.T.F.'s

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disclaimer

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at: [email protected].

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