BMO Monthly Income E.T.F.

ZMI-T

Analysis and Opinions about ZMI-T

Signal
Opinion
Expert
BUY
BUY
July 23, 2019
For an RRSP? Yes, it's a good product. For an RRSP, yes, it's a good idea, but you can also hold it in a taxable account just as well.
For an RRSP? Yes, it's a good product. For an RRSP, yes, it's a good idea, but you can also hold it in a taxable account just as well.
John DeGoey
Portfolio Manager, Wellington-Altus Private Wealth Inc.
Price
$16.250
Owned
Unknown
BUY
BUY
March 12, 2019
Likes it. It's a one-ticket solution to get a full portfolio that pays a little yield; an active ETF constructed from other BMO ETFs, an ETF of ETFs. This has been around for a while. It's a good, conservative pick. Tip: Compare ZMI to VCIP and see which one you prefer.
Likes it. It's a one-ticket solution to get a full portfolio that pays a little yield; an active ETF constructed from other BMO ETFs, an ETF of ETFs. This has been around for a while. It's a good, conservative pick. Tip: Compare ZMI to VCIP and see which one you prefer.
Daniel Straus
Head of ETF Research & Strategy, National Bank Financial
Price
$16.030
Owned
Unknown
COMMENT
COMMENT
February 25, 2019
ZMI vs. ZZZD ZMI is a balanced income-focused ETF. ZZZD is his own ETF that he manages--a sleep-at-night global dividend ETF. ZMI is a lot more fixed income (to preserve capital) and is far more passively managed vs. ZZZD which is active, hence riskier. Very different focuses, but both generate a lot of income.
ZMI vs. ZZZD ZMI is a balanced income-focused ETF. ZZZD is his own ETF that he manages--a sleep-at-night global dividend ETF. ZMI is a lot more fixed income (to preserve capital) and is far more passively managed vs. ZZZD which is active, hence riskier. Very different focuses, but both generate a lot of income.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$15.950
Owned
Unknown
BUY
BUY
February 25, 2019
An active ETF that's a safe dividend payer? Be defensive late in the cycle now. There are many, many ways to play this, but he'll suggest ZZZD which he manages, or particularly ZMI.
An active ETF that's a safe dividend payer? Be defensive late in the cycle now. There are many, many ways to play this, but he'll suggest ZZZD which he manages, or particularly ZMI.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$15.950
Owned
Unknown
COMMENT
COMMENT
August 13, 2014

A safe monthly income for a retiree without the worry about market swings? On any monthly income vehicle, you have to be very careful. If this had existed in 2008, it would’ve dropped about 20%-25%. Also, make sure it is run by a real well-run ETF provider and make sure you look at what is underneath it all.

A safe monthly income for a retiree without the worry about market swings? On any monthly income vehicle, you have to be very careful. If this had existed in 2008, it would’ve dropped about 20%-25%. Also, make sure it is run by a real well-run ETF provider and make sure you look at what is underneath it all.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$16.680
Owned
Unknown
BUY
BUY
February 24, 2014

Canada is likely to underperform for the next 5 years compared to the global market so you have to diversify. Just this one is not enough.

Canada is likely to underperform for the next 5 years compared to the global market so you have to diversify. Just this one is not enough.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$16.100
Owned
Unknown
COMMENT
COMMENT
August 30, 2013

This was a little bit controversial because it was including a lot of “return of capital” rather than “return on capital” because of some of the investments they had. They have changed this in the last few months so it is a more straightforward ETF. Nothing wrong with it. It has a whole bunch of different products in it and now it is fine.

This was a little bit controversial because it was including a lot of “return of capital” rather than “return on capital” because of some of the investments they had. They have changed this in the last few months so it is a more straightforward ETF. Nothing wrong with it. It has a whole bunch of different products in it and now it is fine.

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$15.250
Owned
Unknown
BUY
BUY
June 18, 2013

This is a great ETF. 50% equity and 50% fixed income and is yield weighted. They take the highest yield of the equity ETFs that they have and then take the highest yielding fixed income ETFs that they have and then put them together. Yield is about 4.6%.

This is a great ETF. 50% equity and 50% fixed income and is yield weighted. They take the highest yield of the equity ETFs that they have and then take the highest yielding fixed income ETFs that they have and then put them together. Yield is about 4.6%.

Michael Bowman
Portfolio Manager, Wickham Investment Management
Price
$15.750
Owned
Yes
COMMENT
COMMENT
May 23, 2013

Specialty income fund. Does not consider it secure. A good product but not exactly secure.

Specialty income fund. Does not consider it secure. A good product but not exactly secure.

John DeGoey
Portfolio Manager, Wellington-Altus Private Wealth Inc.
Price
$16.320
Owned
Unknown
COMMENT
COMMENT
April 25, 2013

Attractive yield but he always questions them. Sometimes there is not just a return but a return OF your capital. That makes it look like a high yield. A decent yield but be aware of what you are getting back.

Attractive yield but he always questions them. Sometimes there is not just a return but a return OF your capital. That makes it look like a high yield. A decent yield but be aware of what you are getting back.

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$16.240
Owned
Unknown
BUY
BUY
July 3, 2012
Unlikely that MER will leap up to 1 or 2 percent. He likes this one. It is particularly good for individuals who don’t have a particularly large portfolio but want diversification. 20% in it would not be a bad choice.
Unlikely that MER will leap up to 1 or 2 percent. He likes this one. It is particularly good for individuals who don’t have a particularly large portfolio but want diversification. 20% in it would not be a bad choice.
John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$15.650
Owned
Unknown
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