iShares Diversified Monthly IF ETF

XTR-T

Analysis and Opinions about XTR-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
February 11, 2020
Hates this. It was the old income trust ETF. It has issues with the return of capital--you get your money back, but it inflates the yield.
Show full opinionHide full opinion
Hates this. It was the old income trust ETF. It has issues with the return of capital--you get your money back, but it inflates the yield.
DON'T BUY
DON'T BUY
February 5, 2020
He doesn't know this one. It's a matter of finding the lowest MER and comparing ETFs. This holds other iShares ETFs. This probably is good. A lot of this in the high-yield bond market. But hunting for yield isn't always good. XTR's chart hasn't moved much since 2015, actually. He'd rather buy a pure play, namely pure bond or pure dividend and buy each of those vehicles separately.
Show full opinionHide full opinion
He doesn't know this one. It's a matter of finding the lowest MER and comparing ETFs. This holds other iShares ETFs. This probably is good. A lot of this in the high-yield bond market. But hunting for yield isn't always good. XTR's chart hasn't moved much since 2015, actually. He'd rather buy a pure play, namely pure bond or pure dividend and buy each of those vehicles separately.
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.
Show full opinionHide full opinion
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.
Show full opinionHide full opinion
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.

Show full opinionHide full opinion

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.

Show full opinionHide full opinion

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.

Show full opinionHide full opinion

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%.

Show full opinionHide full opinion

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.

Show full opinionHide full opinion

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).

Show full opinionHide full opinion

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.

Show full opinionHide full opinion

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.)

Show full opinionHide full opinion

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.

Show full opinionHide full opinion

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.

Show full opinionHide full opinion

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.

Show full opinionHide full opinion

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.

Showing 1 to 15 of 61 entries

iShares Diversified Monthly IF ETF(XTR-T) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 0

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 2

Total Signals / Votes : 2

Stockchase rating for iShares Diversified Monthly IF ETF is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

iShares Diversified Monthly IF ETF(XTR-T) Frequently Asked Questions

What is iShares Diversified Monthly IF ETF stock symbol?

iShares Diversified Monthly IF ETF is a Canadian stock, trading under the symbol XTR-T on the Toronto Stock Exchange (XTR-CT). It is usually referred to as TSX:XTR or XTR-T

Is iShares Diversified Monthly IF ETF a buy or a sell?

In the last year, 2 stock analysts published opinions about XTR-T. 0 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is DON'T BUY. Read the latest stock experts' ratings for iShares Diversified Monthly IF ETF.

Is iShares Diversified Monthly IF ETF a good investment or a top pick?

iShares Diversified Monthly IF ETF was never recommended as a Top Pick on Stockchase. Read the latest stock experts ratings for iShares Diversified Monthly IF ETF.

Why is iShares Diversified Monthly IF ETF stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is iShares Diversified Monthly IF ETF worth watching?

2 stock analysts on Stockchase covered iShares Diversified Monthly IF ETF In the last year. It is a trending stock that is worth watching.

What is iShares Diversified Monthly IF ETF stock price?

On 2020-09-25, iShares Diversified Monthly IF ETF (XTR-T) stock closed at a price of $10.3.