BMO Low Volatility Cdn Eqty ETF

ZLB-T

Analysis and Opinions about ZLB-T

Signal
Opinion
Expert
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.

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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.

TOP PICK
TOP PICK
July 12, 2019
Low volatility, well diversified, for tougher markets ahead. Very low risk. Yield is 2.42%.
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Low volatility, well diversified, for tougher markets ahead. Very low risk. Yield is 2.42%.
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%
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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%
BUY
BUY
April 2, 2019
He likes the diversification components. It avoids the overweight on energy and Banks stocks. It's done fine.
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He likes the diversification components. It avoids the overweight on energy and Banks stocks. It's done fine.
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.
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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.
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.
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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.
N/A
N/A
February 4, 2019
ZWU-T or ZLB-T vs. covered call ETFs ZWC-T or ZWH-T. From a technician's point of view ZLB-T has established a double bottom. It has better upside tendencies relative to covered call strategies. These are the right area to approach the market in if you want less volatility.
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ZWU-T or ZLB-T vs. covered call ETFs ZWC-T or ZWH-T. From a technician's point of view ZLB-T has established a double bottom. It has better upside tendencies relative to covered call strategies. These are the right area to approach the market in if you want less volatility.
TOP PICK
TOP PICK
January 11, 2019
This covers the low-vol Canadian stocks, so you're putting your toe back into the market with minimal risk. 0.39% MER.
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This covers the low-vol Canadian stocks, so you're putting your toe back into the market with minimal risk. 0.39% MER.
COMMENT
COMMENT
December 4, 2018
A problem with low-vol ETFs is that people want this at once, which drives the prices up. That said, they are normally a good way to go, but watch the price.
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A problem with low-vol ETFs is that people want this at once, which drives the prices up. That said, they are normally a good way to go, but watch the price.
TOP PICK
TOP PICK
August 10, 2018

Pretty popular. Reflects his view that market will be difficult to predict for next 2-3 months. Good, safe, diversified place to park your money in this environment. Low volatility stocks with good betas.

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Pretty popular. Reflects his view that market will be difficult to predict for next 2-3 months. Good, safe, diversified place to park your money in this environment. Low volatility stocks with good betas.

BUY
BUY
July 30, 2018

This is a thoughtful, well constructed ETF. The low volatility factor is one of these strange factors. It is really well diversified. He would not try to time it. Keep in mind that if the market went down 30-40% this one will go down, even though not as much. You should take less risk but get the same returns as the market.

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This is a thoughtful, well constructed ETF. The low volatility factor is one of these strange factors. It is really well diversified. He would not try to time it. Keep in mind that if the market went down 30-40% this one will go down, even though not as much. You should take less risk but get the same returns as the market.

PAST TOP PICK
PAST TOP PICK
July 9, 2018

(A Top Pick May 1/18, Up 4%) He bought it for the low volatility for the summer. This is a defensive position.

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(A Top Pick May 1/18, Up 4%) He bought it for the low volatility for the summer. This is a defensive position.

PAST TOP PICK
PAST TOP PICK
July 6, 2018

(A Top Pick June 23 / 17, Up 6%) Safer stocks. Use as a base in portfolios for when markets are getting dicey. Recently bought more of XIC, a broader performing index, which has energy and more volatile stocks.

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(A Top Pick June 23 / 17, Up 6%) Safer stocks. Use as a base in portfolios for when markets are getting dicey. Recently bought more of XIC, a broader performing index, which has energy and more volatile stocks.

TOP PICK
TOP PICK
May 1, 2018

He's looking for something that won't fall as much as the markets this summer, when he expects a correction. This is it.

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He's looking for something that won't fall as much as the markets this summer, when he expects a correction. This is it.

PAST TOP PICK
PAST TOP PICK
January 8, 2018

(A Top Pick Oct 31/17. Down 1%.) Like owning the TSX, but taking energy and materials out. He didn't want any gold, and thought he would buy his own oil stocks.

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(A Top Pick Oct 31/17. Down 1%.) Like owning the TSX, but taking energy and materials out. He didn't want any gold, and thought he would buy his own oil stocks.

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