BMO Low Volatility Cdn Eqty ETF

ZLB-T

Analysis and Opinions about ZLB-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
November 22, 2019
(A Top Pick Aug 29/19, Up 2%) He just sold it. The stock did what he wanted, a safe low-beta place to park cash over the summer. He is now back into beta, so he sold out.
(A Top Pick Aug 29/19, Up 2%) He just sold it. The stock did what he wanted, a safe low-beta place to park cash over the summer. He is now back into beta, so he sold out.
Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$34.910
Owned
No
BUY WEAKNESS
BUY WEAKNESS
November 18, 2019
Low volatile ETF. He would be a buyer at $28. It has been a phenomenal performer compared to the TSX.
Low volatile ETF. He would be a buyer at $28. It has been a phenomenal performer compared to the TSX.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$34.840
Owned
Unknown
TOP PICK
TOP PICK
November 15, 2019
His more conservative side. Low volatility stocks do very well when markets get dicey. It hasn’t been a bad ETF to be in through various market cycles. Mostly banks and utilities with virtually no energy stocks.
His more conservative side. Low volatility stocks do very well when markets get dicey. It hasn’t been a bad ETF to be in through various market cycles. Mostly banks and utilities with virtually no energy stocks.
David Cockfield
Managing Director, Northland Wealth Management
Price
$34.740
Owned
Yes
PARTIAL BUY
PARTIAL BUY
September 17, 2019
Targets 60/40 US/Canadian. Given coming volatility, invest in this or wait for dips? Yes. Though for an RRSP, you have until end-February to invest and get the tax credit. Or you can contribute to cash and invest down the road and still get the tax credit. Generally, yes, invest it or split the investment between ZLB and an American ETF.
Targets 60/40 US/Canadian. Given coming volatility, invest in this or wait for dips? Yes. Though for an RRSP, you have until end-February to invest and get the tax credit. Or you can contribute to cash and invest down the road and still get the tax credit. Generally, yes, invest it or split the investment between ZLB and an American ETF.
John DeGoey
Portfolio Manager, Wellington-Altus Private Wealth Inc.
Price
$34.500
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
September 13, 2019
Likes it since it is low volatility. The yield isn't particularly good right now, and it's a little expensive since people are looking for low volatile names. He has some for his clients.
Likes it since it is low volatility. The yield isn't particularly good right now, and it's a little expensive since people are looking for low volatile names. He has some for his clients.
John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$34.360
Owned
Yes
TOP PICK
TOP PICK
August 29, 2019
Being cautious. Still some noise to come. Now breaking out and consolidating. Sideways in this market is OK.
Being cautious. Still some noise to come. Now breaking out and consolidating. Sideways in this market is OK.
Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$34.240
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 23, 2019
(A Top Pick Aug 10/18, Up 12%) Probably one of the best places to park your market in a volatile market. Has a low beta. The list keeps changing and gets restructured every year.
(A Top Pick Aug 10/18, Up 12%) Probably one of the best places to park your market in a volatile market. Has a low beta. The list keeps changing and gets restructured every year.
David Cockfield
Managing Director, Northland Wealth Management
Price
$33.500
Owned
Yes
TOP PICK
TOP PICK
August 23, 2019
Still recommends it. It could sell off if the general market sells off, but it tends not to move as much as others. A good place to park your money.
Still recommends it. It could sell off if the general market sells off, but it tends not to move as much as others. A good place to park your money.
David Cockfield
Managing Director, Northland Wealth Management
Price
$33.500
Owned
Yes
WEAK BUY
WEAK BUY
August 1, 2019
Fan of low vol anomaly, which is characterized by lower, steadier-returning stocks achieving higher, risk-adjusted returns. Very high risk stocks have lower returns than steady, low vol portfolios. What low vols miss, and what the min vols have, is portfolio construction to lower the vol and keep it diversified. But this BMO one isn't bad at all.
Fan of low vol anomaly, which is characterized by lower, steadier-returning stocks achieving higher, risk-adjusted returns. Very high risk stocks have lower returns than steady, low vol portfolios. What low vols miss, and what the min vols have, is portfolio construction to lower the vol and keep it diversified. But this BMO one isn't bad at all.
Mike Philbrick
President, ReSolve Asset Management
Price
$33.820
Owned
Unknown
TOP PICK
TOP PICK
July 19, 2019

Low volatility. Long and overweight in the U.S. but starting to get more cautious so this is a good Canadian play. It's reasonably priced and the management fee is low enough. Its top holdings are Fairfax, Rogers and Telus. Dividend paying companies. ZLU-T is the U.S. version.

Low volatility. Long and overweight in the U.S. but starting to get more cautious so this is a good Canadian play. It's reasonably priced and the management fee is low enough. Its top holdings are Fairfax, Rogers and Telus. Dividend paying companies. ZLU-T is the U.S. version.

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$33.680
Owned
No
TOP PICK
TOP PICK
July 12, 2019
Low volatility, well diversified, for tougher markets ahead. Very low risk. Yield is 2.42%.
Low volatility, well diversified, for tougher markets ahead. Very low risk. Yield is 2.42%.
David Cockfield
Managing Director, Northland Wealth Management
Price
$33.850
Owned
Yes
TOP PICK
TOP PICK
May 31, 2019
This has always been a good ETF in a difficult market. This is a good place to hide in uncertain times. Yield = 2.4% : expense ratio = 0.4%
This has always been a good ETF in a difficult market. This is a good place to hide in uncertain times. Yield = 2.4% : expense ratio = 0.4%
David Cockfield
Managing Director, Northland Wealth Management
Price
$33.220
Owned
Yes
BUY
BUY
April 2, 2019
He likes the diversification components. It avoids the overweight on energy and Banks stocks. It's done fine.
He likes the diversification components. It avoids the overweight on energy and Banks stocks. It's done fine.
John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$32.420
Owned
Unknown
TOP PICK
TOP PICK
March 12, 2019
Investors should own Canada in their portfolios. He buys this for conservative, lower-risk clients given the low-volatilty in this ETF. This is the poster child of Low-Vol Anomaly: some low-vol stocks actually outperform than higher-vol. ZLB is overweight utilities and financials, so if there are rapid moves in interest rates, it could hurt those sectors.
Investors should own Canada in their portfolios. He buys this for conservative, lower-risk clients given the low-volatilty in this ETF. This is the poster child of Low-Vol Anomaly: some low-vol stocks actually outperform than higher-vol. ZLB is overweight utilities and financials, so if there are rapid moves in interest rates, it could hurt those sectors.
Daniel Straus
Head of ETF Research & Strategy, National Bank Financial
Price
$31.970
Owned
Yes
DON'T BUY
DON'T BUY
February 25, 2019
ZLB vs. ZUB These are low-volatility ETFs, and he isn't keen on low-vol. Low-vol means defensive sectors like utilities, and away from growth. He's slightly bullish the cyclical outlook. This is not a good entry point now, though otherwise both are good ETFs.
ZLB vs. ZUB These are low-volatility ETFs, and he isn't keen on low-vol. Low-vol means defensive sectors like utilities, and away from growth. He's slightly bullish the cyclical outlook. This is not a good entry point now, though otherwise both are good ETFs.
Tyler Mordy
President & CIO, Forstrong Global Asset Management
Price
$31.660
Owned
Unknown
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