iShares Diversified Monthly IF ETF

XTR-T

Analysis and Opinions about XTR-T

Signal
Opinion
Expert
COMMENT
COMMENT
September 6, 2012

What will happen to the share price if interest rates go up? If this happens, this may not be the top performer. This is a good place to be in a lower interest rate environment. Currently, in this environment, it is a safe place to be.

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What will happen to the share price if interest rates go up? If this happens, this may not be the top performer. This is a good place to be in a lower interest rate environment. Currently, in this environment, it is a safe place to be.

COMMENT
COMMENT
August 3, 2012

This used to be income trusts units and they converted it into being a basket of all kinds of different income products. Fees are a little rich at around 55-60 basis points. Well diversified. He doesn't use it, but he has no issues with it.

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This used to be income trusts units and they converted it into being a basket of all kinds of different income products. Fees are a little rich at around 55-60 basis points. Well diversified. He doesn't use it, but he has no issues with it.

COMMENT
COMMENT
July 12, 2012
For a 5%-6% total annual return on a portfolio, can this ETF form a substantial part of a portfolio? Yes this would be fine but are you sure this will continue to pay that?
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For a 5%-6% total annual return on a portfolio, can this ETF form a substantial part of a portfolio? Yes this would be fine but are you sure this will continue to pay that?
BUY
BUY
May 22, 2012
Wants to generate a monthly cash income. Would this be a good idea over mutual funds? Over mutual funds, you are getting a bargain. As far as what it is actually holding is concerned it is a solid ETF.
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Wants to generate a monthly cash income. Would this be a good idea over mutual funds? Over mutual funds, you are getting a bargain. As far as what it is actually holding is concerned it is a solid ETF.
BUY
BUY
March 9, 2012
Is a basket of a whole bunch of different income products. 44% is equity, the rest is bonds.
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Is a basket of a whole bunch of different income products. 44% is equity, the rest is bonds.
HOLD
HOLD
October 22, 2010
With the tax changes, it will become and orphaned fund. It will likely get rolled up into the XRE real estate find.
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With the tax changes, it will become and orphaned fund. It will likely get rolled up into the XRE real estate find.
COMMENT
COMMENT
September 14, 2010
S&P/TSX Income Trust ETF. A pretty good security this year but they changed the mandate so that it became an income bearing ETF and he sold his holdings.
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S&P/TSX Income Trust ETF. A pretty good security this year but they changed the mandate so that it became an income bearing ETF and he sold his holdings.
COMMENT
COMMENT
July 12, 2010
S&P/TSX Income Trust ETF. What will happen to it with conversions? This will definitely disappear as of January 2011 but Blackrock is having a meeting to get it in position so it is an ongoing concern.
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S&P/TSX Income Trust ETF. What will happen to it with conversions? This will definitely disappear as of January 2011 but Blackrock is having a meeting to get it in position so it is an ongoing concern.
DON'T BUY
DON'T BUY
June 8, 2010
A lot of companies in this ETF are converting back to corporations. They already have the XRE, based on REITs, so he thinks they will amalgamate or something. The XTR will wither away. He doesn’t own because he uses covered calls for income.
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A lot of companies in this ETF are converting back to corporations. They already have the XRE, based on REITs, so he thinks they will amalgamate or something. The XTR will wither away. He doesn’t own because he uses covered calls for income.
COMMENT
COMMENT
January 14, 2010
S&P/TSX Income Trust ETF. What will likely happen to the price and payout once the non-REIT trusts convert? Expected dividend yield will be reduced but if it ends up in a dividend form there are some tax advantages. Yield of about 7%. Weighting is very skewed to energy.
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S&P/TSX Income Trust ETF. What will likely happen to the price and payout once the non-REIT trusts convert? Expected dividend yield will be reduced but if it ends up in a dividend form there are some tax advantages. Yield of about 7%. Weighting is very skewed to energy.
COMMENT
COMMENT
December 12, 2008
Income trusts ETF. Yield of over 17.5%. Heavily weighted to energy and natural gas market. With energy dropping he could see many of the trusts cutting distributions. Great way to play income trusts but with the move to incorporation, yields are probably not sustainable.
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Income trusts ETF. Yield of over 17.5%. Heavily weighted to energy and natural gas market. With energy dropping he could see many of the trusts cutting distributions. Great way to play income trusts but with the move to incorporation, yields are probably not sustainable.
BUY
BUY
August 19, 2008
Income Trusts. A nice way to get a broader portfolio of income trusts. Off since June and July mainly because it is 70% weighted to energy trusts. Interest rate sensitive.
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Income Trusts. A nice way to get a broader portfolio of income trusts. Off since June and July mainly because it is 70% weighted to energy trusts. Interest rate sensitive.
WEAK BUY
WEAK BUY
November 24, 2006
Gives you good diversification in income trusts, but too heavily weighted in royalty trusts for his liking.
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Gives you good diversification in income trusts, but too heavily weighted in royalty trusts for his liking.
DON'T BUY
DON'T BUY
September 27, 2006
There has been a pullback in the price of income trusts. Looking at the bond market, people are very hungry for yield. With the i-shares, you're getting a disproportionate share in oil/gas right now which he is not comfortable with.
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There has been a pullback in the price of income trusts. Looking at the bond market, people are very hungry for yield. With the i-shares, you're getting a disproportionate share in oil/gas right now which he is not comfortable with.
BUY
BUY
July 5, 2006
Not a bad way for an individual investor to get distributions from a whole bunch of different names. Lowers your risk.
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Not a bad way for an individual investor to get distributions from a whole bunch of different names. Lowers your risk.
Showing 46 to 60 of 61 entries