iShares Diversified Monthly IF ETF

XTR-T

Analysis and Opinions about XTR-T

Signal
Opinion
Expert
COMMENT
COMMENT
April 2, 2014

RESP. ETF for a 1-2 year period? This would eliminate any equity because that is a pretty short time period. iShares Diversified Monthly (XTR-T) is about a 5.9% yield. This is a basket of iShares ETFs.

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RESP. ETF for a 1-2 year period? This would eliminate any equity because that is a pretty short time period. iShares Diversified Monthly (XTR-T) is about a 5.9% yield. This is a basket of iShares ETFs.

BUY
BUY
March 5, 2014

Bunch of iShares ETFs, fixed income. Nearly 6% yield. Some long bonds, some preferreds. A great ETF. At some point the yield will be lower over the next few years.

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Bunch of iShares ETFs, fixed income. Nearly 6% yield. Some long bonds, some preferreds. A great ETF. At some point the yield will be lower over the next few years.

DON'T BUY
DON'T BUY
January 14, 2014

How will rising interest rates and quantitative easing impact this ETF? This is a yielding instrument that is dominated by Canadian banks. There is nothing particularly wrong with this ETF. The problem is, we are not expecting much to come out of banks this year. Could see them go sideways for a while until they raise their dividends. As rates rise, it is just not a positive environment for dividend yielding instruments in general.

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How will rising interest rates and quantitative easing impact this ETF? This is a yielding instrument that is dominated by Canadian banks. There is nothing particularly wrong with this ETF. The problem is, we are not expecting much to come out of banks this year. Could see them go sideways for a while until they raise their dividends. As rates rise, it is just not a positive environment for dividend yielding instruments in general.

WATCH
WATCH
November 4, 2013

Has a lot of the higher yielding stocks, fixed income, preferreds. Good for his sleep at night portfolio. A lot of things that are interest sensitive could have a problem in 2014 as the Fed deals with QE tapering. It is well diversified but you have to know what will make it move.

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Has a lot of the higher yielding stocks, fixed income, preferreds. Good for his sleep at night portfolio. A lot of things that are interest sensitive could have a problem in 2014 as the Fed deals with QE tapering. It is well diversified but you have to know what will make it move.

BUY
BUY
November 4, 2013

It just bounces around, not moving much over time. It’s fine and he uses it a bit. There is not really a single income product he likes but this is the least ugly.

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It just bounces around, not moving much over time. It’s fine and he uses it a bit. There is not really a single income product he likes but this is the least ugly.

COMMENT
COMMENT
August 30, 2013

This is a basket of ETFs. If you want something simple, this is a pretty good way of doing it.

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This is a basket of ETFs. If you want something simple, this is a pretty good way of doing it.

John Hood

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Price
$11.780
Owned
Unknown
COMMENT
COMMENT
July 24, 2013

Is it time to sell? What is a good alternative? Looking at the 5.9% yield that it has, and then looking at everything they own in the portfolio he doesn’t think they can maintain the dividend.

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Is it time to sell? What is a good alternative? Looking at the 5.9% yield that it has, and then looking at everything they own in the portfolio he doesn’t think they can maintain the dividend.

COMMENT
COMMENT
June 10, 2013

Everything interest sensitive is starting to react. How long will it last – a tough question to ask. Governments can`t raise interest rates this year. We are going through an adjustment process, but he doesn`t know how deep it gets.

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Everything interest sensitive is starting to react. How long will it last – a tough question to ask. Governments can`t raise interest rates this year. We are going through an adjustment process, but he doesn`t know how deep it gets.

BUY
BUY
April 25, 2013

A fund of different ETFs. He doesn`t mind it. Diversified. Good idea.

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A fund of different ETFs. He doesn`t mind it. Diversified. Good idea.

John Hood

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Price
$12.530
Owned
Unknown
COMMENT
COMMENT
March 14, 2013

Basically a diversified monthly income strategy from iShares and is a basket of corporate bonds, high-yield bonds, hybrid corporate bonds. About 60% fixed income and about 40% equity. Very broadly diversified portfolio. His problem is that it is mainly Canadian and Canadian equities. Canadian equities have not been doing so well, compared to the US, over the last 18 months or so.

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Basically a diversified monthly income strategy from iShares and is a basket of corporate bonds, high-yield bonds, hybrid corporate bonds. About 60% fixed income and about 40% equity. Very broadly diversified portfolio. His problem is that it is mainly Canadian and Canadian equities. Canadian equities have not been doing so well, compared to the US, over the last 18 months or so.

BUY
BUY
February 7, 2013

Basically a fund ETF of ETFs. Management fees are a little bit higher but nothing wrong with this one at all. Gives you diversification in one shot.

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Basically a fund ETF of ETFs. Management fees are a little bit higher but nothing wrong with this one at all. Gives you diversification in one shot.

COMMENT
COMMENT
December 31, 2012

Caller would like to sell 35% of their holdings in their RRSP and just buy this one. Not really in favour of putting 35% into one ETF. This one is basically the remnants of what used to be the income trust ETF. Has a mixed bag of generating assets in it and nothing wrong with it, it’s just the 35% that bothers him.

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Caller would like to sell 35% of their holdings in their RRSP and just buy this one. Not really in favour of putting 35% into one ETF. This one is basically the remnants of what used to be the income trust ETF. Has a mixed bag of generating assets in it and nothing wrong with it, it’s just the 35% that bothers him.

John Hood

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Price
$12.410
Owned
Unknown
BUY
BUY
October 26, 2012

Used to be trust units of iShares. It's a fund of finds. Nothing wrong with it. Lots of diversification. MERs are high. Would not use them for his clients because he charges his clients for his services and then there are the MERs so it is like a mutual find to his clients but good ideas for direct investors.

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Used to be trust units of iShares. It's a fund of finds. Nothing wrong with it. Lots of diversification. MERs are high. Would not use them for his clients because he charges his clients for his services and then there are the MERs so it is like a mutual find to his clients but good ideas for direct investors.

COMMENT
COMMENT
October 1, 2012

Yields are so low that it is a terrible investment thesis to being in fixed income. You get maybe 2-3% return and after inflation and MERs you are at zero. 5.8% yield (average coupon).

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Yields are so low that it is a terrible investment thesis to being in fixed income. You get maybe 2-3% return and after inflation and MERs you are at zero. 5.8% yield (average coupon).

HOLD
HOLD
September 20, 2012

Like an all in one balanced fund. 2/3rds of the bond exposure is in lower quality bonds so they are more like equities. That is a nice fit into a lot of portfolios. When interest rates increase they will have an impact on this ETF. Spread on corporate bonds is quite high right now. Hold this ETF until you think interest rates will rise.

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Like an all in one balanced fund. 2/3rds of the bond exposure is in lower quality bonds so they are more like equities. That is a nice fit into a lot of portfolios. When interest rates increase they will have an impact on this ETF. Spread on corporate bonds is quite high right now. Hold this ETF until you think interest rates will rise.

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