BMO Low Volatility Cdn Eqty ETF

ZLB-T

Analysis and Opinions about ZLB-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
April 14, 2016

(A Top Pick April 10/15. Down 0.30%.) This should perform well in down markets, and give you some upside in more aggressive markets. Has good diversification. Low beta meaning it is not as volatile as the rest of the market. About 30% financials.

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(A Top Pick April 10/15. Down 0.30%.) This should perform well in down markets, and give you some upside in more aggressive markets. Has good diversification. Low beta meaning it is not as volatile as the rest of the market. About 30% financials.

TOP PICK
TOP PICK
March 4, 2016

(A Top Pick April 10/15. Down 2.97%.) Has outperformed the market fairly substantially. Reconstituted in January with a lot more emphasis on Canadian banks. Also, the yield has gone up to about 3%.

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(A Top Pick April 10/15. Down 2.97%.) Has outperformed the market fairly substantially. Reconstituted in January with a lot more emphasis on Canadian banks. Also, the yield has gone up to about 3%.

PAST TOP PICK
PAST TOP PICK
December 4, 2015

(A Top Pick Jan 22/15. Up 3.87%.) These are stocks with low betas, so are not as volatile as the rest of the market. He still likes it and is still adding to it for new clients.

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(A Top Pick Jan 22/15. Up 3.87%.) These are stocks with low betas, so are not as volatile as the rest of the market. He still likes it and is still adding to it for new clients.

PAST TOP PICK
PAST TOP PICK
October 9, 2015

(Top Pick Aug 14/15, Down 1.93%) The whole idea was to reduce volatility in your portfolio. It has basically been flat compared to the broader market. It has worked perfectly so far. When the volatility is over, you rotate into cyclical sectors.

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(Top Pick Aug 14/15, Down 1.93%) The whole idea was to reduce volatility in your portfolio. It has basically been flat compared to the broader market. It has worked perfectly so far. When the volatility is over, you rotate into cyclical sectors.

BUY
BUY
September 4, 2015

Has $41,000. 3 ETF’s for growth and dividends to put into a TFSA account? This is a low volatility one that he would suggest. There is also a preferred that will give you a little bit of income. On the 3rd one, he would suggest ZLU-T, which gives you low volatility. (See Top Picks.)

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Has $41,000. 3 ETF’s for growth and dividends to put into a TFSA account? This is a low volatility one that he would suggest. There is also a preferred that will give you a little bit of income. On the 3rd one, he would suggest ZLU-T, which gives you low volatility. (See Top Picks.)

TOP PICK
TOP PICK
September 4, 2015

One of the cornerstones in a lot of his clients’ portfolios, particularly the smaller ones. This invests in low beta companies that are less volatile. It has done extremely well. It is light in the energy and commodity sectors. This will continue to work until we get back into more stable markets.

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One of the cornerstones in a lot of his clients’ portfolios, particularly the smaller ones. This invests in low beta companies that are less volatile. It has done extremely well. It is light in the energy and commodity sectors. This will continue to work until we get back into more stable markets.

HOLD
HOLD
August 27, 2015

Everybody should have a low volatility ETF in their portfolio. You are not going to get the big gain that the market is going to get, but you are going to temper that back. If you are looking for a market correction, this is something you would put in your portfolio.

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Everybody should have a low volatility ETF in their portfolio. You are not going to get the big gain that the market is going to get, but you are going to temper that back. If you are looking for a market correction, this is something you would put in your portfolio.

TOP PICK
TOP PICK
August 14, 2015

This is a low beta weighted portfolio of stocks. You want to seek ways to reduce your volatility in your portfolio. This holds telcos, utilities and some of the consumer staples stuff. A good way to stay invested, but to reduce your risk to the market gyrations.

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This is a low beta weighted portfolio of stocks. You want to seek ways to reduce your volatility in your portfolio. This holds telcos, utilities and some of the consumer staples stuff. A good way to stay invested, but to reduce your risk to the market gyrations.

PAST TOP PICK
PAST TOP PICK
July 31, 2015

(A Top Pick Aug 12/14. Up 22.51%.) This has a good portfolio and low volatility. It is like buying a mutual fund with a very small fee. The portfolio adjusts every 6 months or so.

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(A Top Pick Aug 12/14. Up 22.51%.) This has a good portfolio and low volatility. It is like buying a mutual fund with a very small fee. The portfolio adjusts every 6 months or so.

TOP PICK
TOP PICK
June 26, 2015

If you don’t know what the market is going to do this has the upside, but gives you some protection. It is an anchor in your portfolio. Approximately a 2% yield. Over three years it outperformed the TSX because of a lack of energy exposure.

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If you don’t know what the market is going to do this has the upside, but gives you some protection. It is an anchor in your portfolio. Approximately a 2% yield. Over three years it outperformed the TSX because of a lack of energy exposure.

PAST TOP PICK
PAST TOP PICK
June 11, 2015

(A Top Pick April 24/15. Down 2.56%.) You want to decouple from the equity markets during the summer time, and this one was essentially doing just that. This is a low volatility ETF and holds a basket of low weighted beta securities.

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(A Top Pick April 24/15. Down 2.56%.) You want to decouple from the equity markets during the summer time, and this one was essentially doing just that. This is a low volatility ETF and holds a basket of low weighted beta securities.

PAST TOP PICK
PAST TOP PICK
May 22, 2015

(A Top Pick May 28/14. Up 26.67%.) This has been a good holding. Going sideways lately, but still feels this is the kind of stock you want if markets are volatile and are concerned about the downside as much as the upside.

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(A Top Pick May 28/14. Up 26.67%.) This has been a good holding. Going sideways lately, but still feels this is the kind of stock you want if markets are volatile and are concerned about the downside as much as the upside.

COMMENT
COMMENT
May 8, 2015

BMO’s low volatility, particularly their US one, has really outperformed the market and done very well. There are certainly some of his clients that he would look to buy this, but there is one thing that concerns him. When he looks at the BV they are very high and so are the price earnings ratios. He doesn’t like paying a really high price.

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BMO’s low volatility, particularly their US one, has really outperformed the market and done very well. There are certainly some of his clients that he would look to buy this, but there is one thing that concerns him. When he looks at the BV they are very high and so are the price earnings ratios. He doesn’t like paying a really high price.

John Hood

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Price
$26.900
Owned
Unknown
TOP PICK
TOP PICK
April 24, 2015

A lot of people don’t want to sell their securities in May and just go to cash. The summer is characterized by increasing volatility, so you want to go into low volatility securities. This one is made up of Canadian securities with a lower beta than the market. If the market rolls over and crashes, you are still going to get losses, but hopefully it will be less than the market.

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A lot of people don’t want to sell their securities in May and just go to cash. The summer is characterized by increasing volatility, so you want to go into low volatility securities. This one is made up of Canadian securities with a lower beta than the market. If the market rolls over and crashes, you are still going to get losses, but hopefully it will be less than the market.

COMMENT
COMMENT
April 15, 2015

An ETF with low volatility for a portfolio? The go to app for him has been this one. He would also accompany this with a US one if you can do so. On low volatility ETF’s, the underlying names are usually excellent, defensive, dividend paying and the kind of names you want. Also, you are not going to get bumped off because of volatility.

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An ETF with low volatility for a portfolio? The go to app for him has been this one. He would also accompany this with a US one if you can do so. On low volatility ETF’s, the underlying names are usually excellent, defensive, dividend paying and the kind of names you want. Also, you are not going to get bumped off because of volatility.

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