iShares Diversified Monthly IF ETF

XTR-T

Analysis and Opinions about XTR-T

Signal
Opinion
Expert
COMMENT
COMMENT
April 16, 2019
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.
HOLD
HOLD
February 4, 2019
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.
COMMENT
COMMENT
May 15, 2018

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.

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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.

COMMENT
COMMENT
August 14, 2017

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.

BUY
BUY
March 29, 2017

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.

COMMENT
COMMENT
January 13, 2017

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%.

COMMENT
COMMENT
September 20, 2016

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.

COMMENT
COMMENT
May 10, 2016

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).

WAIT
WAIT
May 9, 2016

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.

BUY
BUY
May 2, 2016

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.)

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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.)

BUY
BUY
February 1, 2016

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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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.

DON'T BUY
DON'T BUY
February 1, 2016

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

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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.

COMMENT
COMMENT
January 11, 2016

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.

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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.

HOLD
HOLD
January 4, 2016

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.

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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.

COMMENT
COMMENT
December 2, 2015

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.

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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.

John Hood

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Price
$10.780
Owned
Unknown
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