BMO Low Volatility Cdn Eqty ETF

ZLB-T

Analysis and Opinions about ZLB-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
April 10, 2015

A low beta stock. (Beta measures the volatility of a stock versus the index.) What he likes is, if the index sells off by 5%-10%, this ETF doesn’t. Has a very nice upward momentum. He is thinking that 2015 is going to be quite volatile, so he wants to go for the conservative type investments.

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A low beta stock. (Beta measures the volatility of a stock versus the index.) What he likes is, if the index sells off by 5%-10%, this ETF doesn’t. Has a very nice upward momentum. He is thinking that 2015 is going to be quite volatile, so he wants to go for the conservative type investments.

TOP PICK
TOP PICK
January 22, 2015

Very steady. Good diversification. A lot of individual stocks in it. It works great. It might lag in a hot market. 2015 will be volatile and this is a safe place to park your money.

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Very steady. Good diversification. A lot of individual stocks in it. It works great. It might lag in a hot market. 2015 will be volatile and this is a safe place to park your money.

PAST TOP PICK
PAST TOP PICK
December 5, 2014

(A Top Pick Dec 12/13. Up 28.17%.) They have come up with a good formula. As a money manager, he always feels a little bit sensitive about buying a managed fund. This one really has worked and has been a great performer.

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(A Top Pick Dec 12/13. Up 28.17%.) They have come up with a good formula. As a money manager, he always feels a little bit sensitive about buying a managed fund. This one really has worked and has been a great performer.

COMMENT
COMMENT
October 31, 2014

He doesn't normally use this. This is more of a value play, so it has a lower beta. It held up very well when the market started to tank in September. It is doing what it should be doing.

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He doesn't normally use this. This is more of a value play, so it has a lower beta. It held up very well when the market started to tank in September. It is doing what it should be doing.

John Hood

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Price
$23.810
Owned
Unknown
COMMENT
COMMENT
September 2, 2014

Had not looked at low volatility ETF’s because had thought they would be under-performers. However, this is not the case. They are good strong dividend players, and he’ll be looking at these further.

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Had not looked at low volatility ETF’s because had thought they would be under-performers. However, this is not the case. They are good strong dividend players, and he’ll be looking at these further.

TOP PICK
TOP PICK
August 15, 2014

(A Top Pick Aug 12/13. Up 20.82%.) This is made up of low volatility stocks and the portfolio is readjusted on a regular basis. It seems that when this starts to sell off, buyers come in, which is why it is low volatility. These are stocks where there is always somebody waiting to buy them if they start to sell off.

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(A Top Pick Aug 12/13. Up 20.82%.) This is made up of low volatility stocks and the portfolio is readjusted on a regular basis. It seems that when this starts to sell off, buyers come in, which is why it is low volatility. These are stocks where there is always somebody waiting to buy them if they start to sell off.

BUY
BUY
June 2, 2014

Low beta stocks. Good history of performance. One of the better minimum volatility strategies out there.

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Low beta stocks. Good history of performance. One of the better minimum volatility strategies out there.

TOP PICK
TOP PICK
May 28, 2014

(A Top Pick June 7/13. Up 18.38%.) Loves these broad-based ETFs. For an individual that has a relatively small account, you get great diversification, pretty reasonable performance, and they are the kind that you can buy and forget. Very low management fee of 0.35%.

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(A Top Pick June 7/13. Up 18.38%.) Loves these broad-based ETFs. For an individual that has a relatively small account, you get great diversification, pretty reasonable performance, and they are the kind that you can buy and forget. Very low management fee of 0.35%.

COMMENT
COMMENT
March 31, 2014

One worry he had with low volatility ETFs, certainly through the summer of last year, was that it was one of the biggest inflows from the ETF industry from both Canada and the US. You get a little bit worried that there is too much money chasing something. This is a strategy that is really good for very, very long periods of time. A well-established idea. There have been studies showing that low volatility stocks can actually outperform high volatility ones. Where the math works is the idea of the compounding and the ability to have shallow declines in the market. Secondly, the anomaly works by the rebalancing of the 40 lowest names and reconstituting them 2 times a year. Great ETF to own in a TFSA or a small LIRA etc.

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One worry he had with low volatility ETFs, certainly through the summer of last year, was that it was one of the biggest inflows from the ETF industry from both Canada and the US. You get a little bit worried that there is too much money chasing something. This is a strategy that is really good for very, very long periods of time. A well-established idea. There have been studies showing that low volatility stocks can actually outperform high volatility ones. Where the math works is the idea of the compounding and the ability to have shallow declines in the market. Secondly, the anomaly works by the rebalancing of the 40 lowest names and reconstituting them 2 times a year. Great ETF to own in a TFSA or a small LIRA etc.

PAST TOP PICK
PAST TOP PICK
December 31, 2013

(Top Pick Dec 6/12, Up 24.15%) done very, very well with a beta below 1. Low volatility.

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(Top Pick Dec 6/12, Up 24.15%) done very, very well with a beta below 1. Low volatility.

TOP PICK
TOP PICK
December 12, 2013

(His 3 Picks are all ETFs and a good way for the average investor to get into some part of the market with a fair amount of safety and diversification.) This one has performed quite well. This is diversification at a reasonable price. Not as volatile as the market.

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(His 3 Picks are all ETFs and a good way for the average investor to get into some part of the market with a fair amount of safety and diversification.) This one has performed quite well. This is diversification at a reasonable price. Not as volatile as the market.

BUY
BUY
September 16, 2013

[Caller asked about playing food.] This is not really a play on food, but on low beta on the TSX. This is the best way to play food.

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[Caller asked about playing food.] This is not really a play on food, but on low beta on the TSX. This is the best way to play food.

TOP PICK
TOP PICK
August 12, 2013

Picked for the small investor. Broad range of stocks that are picked because they are not as volatile. First 6 months of this year it outperformed the TSX. Low dividend but performed well. They rebalance.

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Picked for the small investor. Broad range of stocks that are picked because they are not as volatile. First 6 months of this year it outperformed the TSX. Low dividend but performed well. They rebalance.

TOP PICK
TOP PICK
June 7, 2013

Has found that ETFs work very well, particularly in smaller portfolios. There has been a significant selloff recently which gives you an opportunity to get into these instruments. Management costs on these are relatively low. You get excellent diversification.

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Has found that ETFs work very well, particularly in smaller portfolios. There has been a significant selloff recently which gives you an opportunity to get into these instruments. Management costs on these are relatively low. You get excellent diversification.

PAST TOP PICK
PAST TOP PICK
April 5, 2013

(Top Pick Feb 15/13, Up 2.53%) It’s low beta. One of his larger positions.

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(Top Pick Feb 15/13, Up 2.53%) It’s low beta. One of his larger positions.

Showing 61 to 75 of 79 entries