iShares Diversified Monthly IF ETF (XTR-T) Stock Predictions - Stockchase
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iShares Diversified Monthly IF ETF (XTR-T)

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iShares Diversified Month...

XTR-T

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iShares Diversified Monthly IF ETF (XTR-T) SAVE Apr, 23, 2019, 4:48 pm

11.15 0.04 (0.36%)

What the experts are saying about XTR-T



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COMMENT
It yields around 5.5% and offers good diversification: Canadian and US stocks, preferreds and high-yield corporates. However, these are interest-rate sensitive, so if rates stay low or lower, then you'll see price appreciation in these investments. However, prefs and corporates act more like stocks than bonds, and have been underperforming the market lately. He likes the diversity of XTR.
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It yields around 5.5% and offers good diversification: Canadian and US stocks, preferreds and high-yield corporates. However, these are interest-rate sensitive, so if rates stay low or lower, then you'll see price appreciation in these investments. However, prefs and corporates act more like stocks than bonds, and have been underperforming the market lately. He likes the diversity of XTR.
E.T.F.'s
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Mike Philbrick

President, ReSolve Asset Manage...

Price Price
$11.140
Owned Owned
Unknown

HOLD
20% is a return of capital? You want to know what kind of dividends its holdings pay and what their risk profile is. He thinks you will be comfortable with this position.
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20% is a return of capital? You want to know what kind of dividends its holdings pay and what their risk profile is. He thinks you will be comfortable with this position.
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Sid Mokhtari

Executive , CIBC World Markets...

Price Price
$10.780
Owned Owned
Unknown

COMMENT

Does iShares collect an MER from all the other ETFs held within XTR? He's asked Blackrock this and, no, they're not double-dipping. Generally speaking, there's no question that MERs of ETFs will continue to decrease because of of competition among ETF compnaies. It's amazing how far they've fallen just in the past few years.

E.T.F.'s
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Does iShares collect an MER from all the other ETFs held within XTR? He's asked Blackrock this and, no, they're not double-dipping. Generally speaking, there's no question that MERs of ETFs will continue to decrease because of of competition among ETF compnaies. It's amazing how far they've fallen just in the past few years.

E.T.F.'s
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Terry Shaunessy

President , Shaunessy Investment...

Price Price
$11.050
Owned Owned
Unknown

COMMENT

He loves the ETF because it gives you a balanced fund, is diversified, and has 20% US exposure in the high yield market.  It yields about 5.5% to 6% so you are getting a payout of capital.  You have to think about bond yields and credit risk and how they might increase.  Think of it as a Canadian balanced fund.  He prefers ZWC-T because it is covered call premium and not payout of capital that gets the yield up to where it is.

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He loves the ETF because it gives you a balanced fund, is diversified, and has 20% US exposure in the high yield market.  It yields about 5.5% to 6% so you are getting a payout of capital.  You have to think about bond yields and credit risk and how they might increase.  Think of it as a Canadian balanced fund.  He prefers ZWC-T because it is covered call premium and not payout of capital that gets the yield up to where it is.

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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$11.270
Owned Owned
Unknown

BUY

It is an actively managed income product.  It is important to consider total returns over a period of time.  It is designed to be a yield product.  The managers have done well in navigating global market sell offs.

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It is an actively managed income product.  It is important to consider total returns over a period of time.  It is designed to be a yield product.  The managers have done well in navigating global market sell offs.

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Daniel Straus

Head of ET, National Bank Financ...

Price Price
$11.480
Owned Owned
Unknown

COMMENT

For short term holding? An interesting ETF, because it is quite seasoned and has a significant amount of assets. Historically, its origins were income trusts. This is an ETF of ETF’s, so if you really look at its sub holdings and go into its true underlyings, it has asset classes from all around the world. A good, one-time ticket for putting cash to work where you want yield. Dividend yield of 5.3%.

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For short term holding? An interesting ETF, because it is quite seasoned and has a significant amount of assets. Historically, its origins were income trusts. This is an ETF of ETF’s, so if you really look at its sub holdings and go into its true underlyings, it has asset classes from all around the world. A good, one-time ticket for putting cash to work where you want yield. Dividend yield of 5.3%.

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Daniel Straus

Head of ET, National Bank Financ...

Price Price
$11.410
Owned Owned
Unknown

COMMENT

For revenue and safety of capital? A good holding, diversified and everything. Looking at the bigger picture with retirees facing an income crisis, he would favour a different approach. Rather than trying to source income from North America into domestic, he would favour looking further afield for income opportunities, and assemble a portfolio with a diversified yield. It could be an emerging market debt, a high dividend yielding country ETF. He launched this in 2008 and it has been a highly effective strategy.

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For revenue and safety of capital? A good holding, diversified and everything. Looking at the bigger picture with retirees facing an income crisis, he would favour a different approach. Rather than trying to source income from North America into domestic, he would favour looking further afield for income opportunities, and assemble a portfolio with a diversified yield. It could be an emerging market debt, a high dividend yielding country ETF. He launched this in 2008 and it has been a highly effective strategy.

E.T.F.'s
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Tyler Mordy

President , Forstrong Global Ass...

Price Price
$11.210
Owned Owned
Unknown

COMMENT

You are looking for monthly income if you are buying something like this. If you own this, he would balance this with a couple of other positions, a covered call ETF on Canadian banks such as (ZWB-T) and ones on the Canadian utilities such as (ZWU-T).

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You are looking for monthly income if you are buying something like this. If you own this, he would balance this with a couple of other positions, a covered call ETF on Canadian banks such as (ZWB-T) and ones on the Canadian utilities such as (ZWU-T).

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Richard Croft

President, R.N. Croft Financial...

Price Price
$11.030
Owned Owned
Unknown

WAIT

XTR-T is around 6%, but nothing yields that inside of it so you are getting some of your money back and there is natural erosion of NAV because of that.  It is a nice conservative holding for some people.  You have to recognize what is in there.  There is some market risk later in the year.  You want to be patient with cash now.

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XTR-T is around 6%, but nothing yields that inside of it so you are getting some of your money back and there is natural erosion of NAV because of that.  It is a nice conservative holding for some people.  You have to recognize what is in there.  There is some market risk later in the year.  You want to be patient with cash now.

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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$10.980
Owned Owned
Unknown

BUY

A perfectly fine product. This is one of 4 or 5 products that are sort of market leaders in the Canadian ETF dividend market space. He prefers Vanguard FTSE Cdn High Dividend Yield (VDY-T), which is a bit cheaper and more broadly diversified. (See Top Picks.)

E.T.F.'s
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A perfectly fine product. This is one of 4 or 5 products that are sort of market leaders in the Canadian ETF dividend market space. He prefers Vanguard FTSE Cdn High Dividend Yield (VDY-T), which is a bit cheaper and more broadly diversified. (See Top Picks.)

E.T.F.'s
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John DeGoey

Portfolio , Industrial Alliance ...

Price Price
$11.020
Owned Owned
Unknown

BUY

It is a balance income fund.  It includes bonds. It is good for a long term holding.  It is a nice diversified way to get exposure across the sector, but is concentrated in Canada.  Combine it with CYH-T.

E.T.F.'s
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It is a balance income fund.  It includes bonds. It is good for a long term holding.  It is a nice diversified way to get exposure across the sector, but is concentrated in Canada.  Combine it with CYH-T.

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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$10.360
Owned Owned
No

DON'T BUY

This is only a fund of funds. All it does is invest in other ETF’s. He doesn’t see any upside in these.

E.T.F.'s
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This is only a fund of funds. All it does is invest in other ETF’s. He doesn’t see any upside in these.

E.T.F.'s
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Hank Cunningham

Fixed Inco, Odlum Brown Limited...

Price Price
$10.360
Owned Owned
Unknown

COMMENT

6-7% payout.  Nothing in it pays that much.  A lot of the sectors in it are more volatile now.  He does not see anything better.  When things pull back you buy them then sell them when they rally.  The passive buy and hold strategy is not going to serve people.

E.T.F.'s
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6-7% payout.  Nothing in it pays that much.  A lot of the sectors in it are more volatile now.  He does not see anything better.  When things pull back you buy them then sell them when they rally.  The passive buy and hold strategy is not going to serve people.

E.T.F.'s
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0 comments
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$10.280
Owned Owned
Unknown

HOLD

Bonds, preferreds, Utilities, REITs and High Yield Dividend Stocks.  It is pretty well diversified, but tilted to fixed income.  It pays out 7%, but what’s in it does not return that much so you are getting some capital back.  He does not like that.  He likes it as a holding for diversification, but not for growth over the next year.

E.T.F.'s
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Bonds, preferreds, Utilities, REITs and High Yield Dividend Stocks.  It is pretty well diversified, but tilted to fixed income.  It pays out 7%, but what’s in it does not return that much so you are getting some capital back.  He does not like that.  He likes it as a holding for diversification, but not for growth over the next year.

E.T.F.'s
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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$10.540
Owned Owned
Unknown

COMMENT

This used to be the income trust units, until there was the Halloween massacre a few years ago. It is sort of a mixed bag of different ETF’s. It is down now basically because of oil prices. There is nothing wrong with the product.

E.T.F.'s
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This used to be the income trust units, until there was the Halloween massacre a few years ago. It is sort of a mixed bag of different ETF’s. It is down now basically because of oil prices. There is nothing wrong with the product.

E.T.F.'s
0 0 0 0 0
0 comments
John Hood

President , J. C Hood Investment...

Price Price
$10.780
Owned Owned
Unknown

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