iShares Diversified Monthly IF ETF

XTR-T

Analysis and Opinions about XTR-T

Signal
Opinion
Expert
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
COMMENT
COMMENT
October 28, 2015

His understanding is that this is much more heavily skewed towards the actual bond and government, corporate preferred shares, and less so to dividend income type streams. You are not going to get what you need out of the bond side. It is going to be very, very low returns.

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His understanding is that this is much more heavily skewed towards the actual bond and government, corporate preferred shares, and less so to dividend income type streams. You are not going to get what you need out of the bond side. It is going to be very, very low returns.

HOLD
HOLD
September 24, 2015

This has basically become a fund of ETF’s. It has probably gotten beaten up because a lot of the stocks are in oil. For a long-term investor, he wouldn’t be anxious to dump it. It is probably paying a pretty good yield now.

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This has basically become a fund of ETF’s. It has probably gotten beaten up because a lot of the stocks are in oil. For a long-term investor, he wouldn’t be anxious to dump it. It is probably paying a pretty good yield now.

John Hood

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Price
$10.860
Owned
Unknown
BUY
BUY
September 14, 2015

It is more into fixed income which is shorter term. There is nothing in those holdings yielding what the ETF yields, so you are getting some of your own money back. He would suggest looking at his own global dividend fund (BMO Fund). Ishares has one like it also. These are ideal because their balance between fixed and equity shifts with conditions.

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It is more into fixed income which is shorter term. There is nothing in those holdings yielding what the ETF yields, so you are getting some of your own money back. He would suggest looking at his own global dividend fund (BMO Fund). Ishares has one like it also. These are ideal because their balance between fixed and equity shifts with conditions.

DON'T BUY
DON'T BUY
August 17, 2015

The concern people have with this is how distributions are grinding down the NAV, so he doesn’t know if distributions are sustainable. He doesn’t really like any income product. Cash or GICs are going to be as good as any kind of a bond ETF, because of rates being so ridiculously low.

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The concern people have with this is how distributions are grinding down the NAV, so he doesn’t know if distributions are sustainable. He doesn’t really like any income product. Cash or GICs are going to be as good as any kind of a bond ETF, because of rates being so ridiculously low.

COMMENT
COMMENT
May 21, 2015

This is an ETF of ETF’s. It is a balanced portfolio of about 60% fixed income and 40% in equity of income generating types of things. Interest rates in general as they move up, do affect income investments, so some parts of things in this portfolio are going to get affected. This will pay you a pretty decent income, and he feels the risk is relatively low.

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This is an ETF of ETF’s. It is a balanced portfolio of about 60% fixed income and 40% in equity of income generating types of things. Interest rates in general as they move up, do affect income investments, so some parts of things in this portfolio are going to get affected. This will pay you a pretty decent income, and he feels the risk is relatively low.

COMMENT
COMMENT
May 8, 2015

The problem with this is that there is a certain amount of return of capital, rather than return on capital. Doesn’t particularly like this one. He thinks they may have improved this over the last year or so. Always take a look at yield. If it is a lot higher than the bank rate, there is a reason. Quite often is because you are getting back some of your own money.

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The problem with this is that there is a certain amount of return of capital, rather than return on capital. Doesn’t particularly like this one. He thinks they may have improved this over the last year or so. Always take a look at yield. If it is a lot higher than the bank rate, there is a reason. Quite often is because you are getting back some of your own money.

John Hood

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Price
$11.980
Owned
Unknown
COMMENT
COMMENT
April 13, 2015

This is actually the leftovers of the income trust fiasco of a few years ago. They have now added a whole bunch of other components, such as corporate and government bonds. The only thing is that you should never trust yield. If you are looking at just the current yield, you have to go back into the web sight of the ETF provider. They are very candid about what is in their funds. Look at the yield to maturity and the credit risks, and then see what the trailing yield is. You want to see the “yield to maturity”.

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This is actually the leftovers of the income trust fiasco of a few years ago. They have now added a whole bunch of other components, such as corporate and government bonds. The only thing is that you should never trust yield. If you are looking at just the current yield, you have to go back into the web sight of the ETF provider. They are very candid about what is in their funds. Look at the yield to maturity and the credit risks, and then see what the trailing yield is. You want to see the “yield to maturity”.

John Hood

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Price
$12.060
Owned
Unknown
BUY
BUY
March 30, 2015

A basket of other ETFs. If interest rates skyrocket, nothing will protect you. But he thinks interest rates will stay low for years and years to come. You get a return on capital from this one in the 6% payout.

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A basket of other ETFs. If interest rates skyrocket, nothing will protect you. But he thinks interest rates will stay low for years and years to come. You get a return on capital from this one in the 6% payout.

N/A
N/A
September 2, 2014

As a full position in an RRSP? When you get the quote, it shows the yield as about 5.8%, but if you look at the components of this ETF, corporate bonds, high yields, rates, etc., none of them add up to 5.8%. The reason is that there is a return of capital. There is a big difference between return “on” capital and return “of” capital. You are not really getting 5.8%, but actually about 4.5%.

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As a full position in an RRSP? When you get the quote, it shows the yield as about 5.8%, but if you look at the components of this ETF, corporate bonds, high yields, rates, etc., none of them add up to 5.8%. The reason is that there is a return of capital. There is a big difference between return “on” capital and return “of” capital. You are not really getting 5.8%, but actually about 4.5%.

COMMENT
COMMENT
September 2, 2014

What would you think of this as a full position in an RRSP? This is a conservative position, but nonetheless, he would not use this as a full position in a registered plan.

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What would you think of this as a full position in an RRSP? This is a conservative position, but nonetheless, he would not use this as a full position in a registered plan.

COMMENT
COMMENT
July 18, 2014

This is a former income trust and is now a compendium of income focused equities. He doesn’t particularly like it. On the surface it has a very good yield, but you should never trust yield. He would suggest looking at ZWB-T or ZWA-T rather than this one.

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This is a former income trust and is now a compendium of income focused equities. He doesn’t particularly like it. On the surface it has a very good yield, but you should never trust yield. He would suggest looking at ZWB-T or ZWA-T rather than this one.

John Hood

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Price
$12.350
Owned
Unknown
HOLD
HOLD
July 7, 2014

You get a partial return of capital as part of your 6%. It is tax efficient for now.

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You get a partial return of capital as part of your 6%. It is tax efficient for now.

BUY
BUY
April 28, 2014

Stock vs. Stock: XTR or CBO. Diversified basket of dividend paying stocks. Diversification always wins over for him. Yield is 300 basis points more than CBO. Cost is 25 basis points higher than CBO. XTR is one of the holdings in CBO.

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Stock vs. Stock: XTR or CBO. Diversified basket of dividend paying stocks. Diversification always wins over for him. Yield is 300 basis points more than CBO. Cost is 25 basis points higher than CBO. XTR is one of the holdings in CBO.

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