BMO Low Volatility Cdn Eqty ETF

ZLB-T

Analysis and Opinions about ZLB-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
October 31, 2017

Wanted some Canadian exposure, and this has less exposure to oil. It gives you a way of playing the Canadian market without too much oil. Plus, it's top position is Fairfax Financial (FFH-T), one of his other Top picks.

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Wanted some Canadian exposure, and this has less exposure to oil. It gives you a way of playing the Canadian market without too much oil. Plus, it's top position is Fairfax Financial (FFH-T), one of his other Top picks.

TOP PICK
TOP PICK
October 27, 2017

There are people concerned about Trump, NAFTA, real estate, etc. and have withdrawn form the market and are sitting on cash. He has come up with suggestions that are relatively safe and represent a broad diversification in relatively safe areas. This one is a low volatility Cdn equity ETF. The stocks in this are relatively secure and not very volatile. If the market sells off, this will probably outperform the market.

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There are people concerned about Trump, NAFTA, real estate, etc. and have withdrawn form the market and are sitting on cash. He has come up with suggestions that are relatively safe and represent a broad diversification in relatively safe areas. This one is a low volatility Cdn equity ETF. The stocks in this are relatively secure and not very volatile. If the market sells off, this will probably outperform the market.

COMMENT
COMMENT
October 10, 2017

He likes this. It’s for people who want the low volatility. Sometimes you will get the 2nd tier stocks with the low volatility. He likes to do a comparison of the regular Canadian ETF in terms of BV and PE. You should be okay with this.

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He likes this. It’s for people who want the low volatility. Sometimes you will get the 2nd tier stocks with the low volatility. He likes to do a comparison of the regular Canadian ETF in terms of BV and PE. You should be okay with this.

John Hood

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Price
$30.120
Owned
Unknown
BUY
BUY
July 26, 2017

A Canadian ETF that does not include energy, mining and financials? This is the only one that he can think of. It has outperformed the market fairly consistently. It is low volatility and there are very few energy stocks in it. This tends to be stocks that are not volatile.

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A Canadian ETF that does not include energy, mining and financials? This is the only one that he can think of. It has outperformed the market fairly consistently. It is low volatility and there are very few energy stocks in it. This tends to be stocks that are not volatile.

TOP PICK
TOP PICK
June 23, 2017

When he sees markets getting into the patterns they have been lately, this is a package of stocks, low volatility, that seems to do well in rather uncertain kinds of environment. A good fall-back position if you are concerned about markets.

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When he sees markets getting into the patterns they have been lately, this is a package of stocks, low volatility, that seems to do well in rather uncertain kinds of environment. A good fall-back position if you are concerned about markets.

COMMENT
COMMENT
May 30, 2017

One of his favourite holdings. It has a 35-basis point management fee. It has all the names in it that you would like, with a combination of growth, value and momentum. He likes that it doesn’t look at all like the TSX. Dividend yield of 2.47%.

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One of his favourite holdings. It has a 35-basis point management fee. It has all the names in it that you would like, with a combination of growth, value and momentum. He likes that it doesn’t look at all like the TSX. Dividend yield of 2.47%.

COMMENT
COMMENT
May 29, 2017

Low volatility, low beta holding of equities. It is not fixed income. They are not risk free and should not replace fixed income in your portfolio.

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Low volatility, low beta holding of equities. It is not fixed income. They are not risk free and should not replace fixed income in your portfolio.

PAST TOP PICK
PAST TOP PICK
May 18, 2017

(A Top Pick April 14/16. Up 12.59%.) This gives you a reasonable amount of protection with the low volatility aspect and markets like we are having right now. It has a good diversification.

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(A Top Pick April 14/16. Up 12.59%.) This gives you a reasonable amount of protection with the low volatility aspect and markets like we are having right now. It has a good diversification.

DON'T BUY
DON'T BUY
March 9, 2017

A low volatility ETF. It is a formula that measures companies in Canada that is purchasing very low volatility lower beta type of names. He is not a fan of low volatility at this stage. Low volatility did very well up until last year, but since then it has underperformed the broader markets. It’s a basket of names right now that are in the real estate space along with some food names and utility names. These names are more expensive than the broader market, and probably going to underperform going forward.

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A low volatility ETF. It is a formula that measures companies in Canada that is purchasing very low volatility lower beta type of names. He is not a fan of low volatility at this stage. Low volatility did very well up until last year, but since then it has underperformed the broader markets. It’s a basket of names right now that are in the real estate space along with some food names and utility names. These names are more expensive than the broader market, and probably going to underperform going forward.

PAST TOP PICK
PAST TOP PICK
March 3, 2017

(A Top Pick March 4/16. Up 12.33%.) These are the kind of investments that really helped in 2015, when the market was really getting beaten up. Subsequently, he has moved a bit away and brought in iShares S&P/TSX Capped Composite (XIC-T). (See Top Picks.)

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(A Top Pick March 4/16. Up 12.33%.) These are the kind of investments that really helped in 2015, when the market was really getting beaten up. Subsequently, he has moved a bit away and brought in iShares S&P/TSX Capped Composite (XIC-T). (See Top Picks.)

HOLD
HOLD
February 23, 2017

A low volatility product, and he would absolutely continue to hold this in spite of the market. If you are an aggressive investor, you probably should not have bought this in the 1st place.

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A low volatility product, and he would absolutely continue to hold this in spite of the market. If you are an aggressive investor, you probably should not have bought this in the 1st place.

COMMENT
COMMENT
December 9, 2016

Low volatility ETF’s?Thinks there is going to be some significant upside growth in the economy, and lower taxes. There are an awful lot of very good things that are going to benefit the US economy. In that light, low volatility ETF is a product that is less risky and tends to be less volatile. There is nothing wrong with this and is a place where you should have some of your money. However, if he were going to overweight something going into next year, he would want more of an alpha product, something that is going to be more aggressive.

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Low volatility ETF’s?Thinks there is going to be some significant upside growth in the economy, and lower taxes. There are an awful lot of very good things that are going to benefit the US economy. In that light, low volatility ETF is a product that is less risky and tends to be less volatile. There is nothing wrong with this and is a place where you should have some of your money. However, if he were going to overweight something going into next year, he would want more of an alpha product, something that is going to be more aggressive.

PAST TOP PICK
PAST TOP PICK
October 7, 2016

(A Top Pick Sept 4/15. Up 10.81%.) He continues to like this, and is one of the heavier weighted securities in his equity portfolio. A good vehicle, particularly for smaller accounts. Has good diversification and good names.

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(A Top Pick Sept 4/15. Up 10.81%.) He continues to like this, and is one of the heavier weighted securities in his equity portfolio. A good vehicle, particularly for smaller accounts. Has good diversification and good names.

COMMENT
COMMENT
September 23, 2016

A great product for people who are looking for a little lower volatility, but he prefers doing that himself. Sometimes people stick in lower volatility names that are supposed to be lower volatility, and they end up not being lower volatility. Feels there are better ways to get at lower volatility.

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A great product for people who are looking for a little lower volatility, but he prefers doing that himself. Sometimes people stick in lower volatility names that are supposed to be lower volatility, and they end up not being lower volatility. Feels there are better ways to get at lower volatility.

PAST TOP PICK
PAST TOP PICK
July 8, 2016

(A Top Pick June 26/15. Up 6.29%.) He still likes this. This is low volatility, and the way they work it is that they rejig them every 6 months.

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(A Top Pick June 26/15. Up 6.29%.) He still likes this. This is low volatility, and the way they work it is that they rejig them every 6 months.

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