iShares DEX Floating Rate ETF

XFR-T

Analysis and Opinions about XFR-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
January 2, 2020
(A Top Pick Dec 04/18, Up 2%) Safety play. A place to park cash. Never touches a GIC, because they're not liquid.
Show full opinionHide full opinion
(A Top Pick Dec 04/18, Up 2%) Safety play. A place to park cash. Never touches a GIC, because they're not liquid.
COMMENT
COMMENT
December 20, 2019
These are very defensive short-term investments. Big assets manage these ETFs. ZST has a higher short-term yield although it is more risky. The risk is off-set by the term being very short.
Show full opinionHide full opinion
These are very defensive short-term investments. Big assets manage these ETFs. ZST has a higher short-term yield although it is more risky. The risk is off-set by the term being very short.
PAST TOP PICK
PAST TOP PICK
September 30, 2019
(A Top Pick Sep 21/18, Up 2%) It's a cash substitute. Hold this while you wait. It's liquid.
Show full opinionHide full opinion
(A Top Pick Sep 21/18, Up 2%) It's a cash substitute. Hold this while you wait. It's liquid.
TOP PICK
TOP PICK
December 4, 2018
This protects against interest rate volatility. It's awkard for retail investors to buy bonds directly, but you can buy them this way. It's safety. You park your money here. Low MER.
Show full opinionHide full opinion
This protects against interest rate volatility. It's awkard for retail investors to buy bonds directly, but you can buy them this way. It's safety. You park your money here. Low MER.
TOP PICK
TOP PICK
September 21, 2018

He’s using instead of cash. Floating rate, doesn’t move around much. If interest rates in Canada rise, this will track up with them. Another defensive play.

Show full opinionHide full opinion

He’s using instead of cash. Floating rate, doesn’t move around much. If interest rates in Canada rise, this will track up with them. Another defensive play.

COMMENT
COMMENT
August 13, 2013

Floating rate notes. Feels that floating rate securities have a role to play in a portfolio but doesn’t think they should be the entire fund. They are pretty much a guaranteed “round trip”. Over time, banks tend to raise rates then they stop raising rates and then they start to ease rates. This is the time you want to own floating rate products because the floating part of your cash flow is going up. Then they stabilize and the most likely scenario at that time is for REITs to be lowered, which is when you want to get out, but everyone wants to get out. Really tricky.

Show full opinionHide full opinion

Floating rate notes. Feels that floating rate securities have a role to play in a portfolio but doesn’t think they should be the entire fund. They are pretty much a guaranteed “round trip”. Over time, banks tend to raise rates then they stop raising rates and then they start to ease rates. This is the time you want to own floating rate products because the floating part of your cash flow is going up. Then they stabilize and the most likely scenario at that time is for REITs to be lowered, which is when you want to get out, but everyone wants to get out. Really tricky.

BUY
BUY
July 30, 2013

Basically a lower yield ETF because dividends that are paid on the preferred shares inside this ETF are lower than what you would get on a standard preferred in the market. But this dividend will rise and fall based on the rate of interest. If you think interest rates are likely to be higher a year or 2 from now, you should have a portion of your portfolio into a product that will give you a great deal of stability and the rate of return you get in terms of the yield will float pretty tightly based on the current rate of interest rates.

Show full opinionHide full opinion

Basically a lower yield ETF because dividends that are paid on the preferred shares inside this ETF are lower than what you would get on a standard preferred in the market. But this dividend will rise and fall based on the rate of interest. If you think interest rates are likely to be higher a year or 2 from now, you should have a portion of your portfolio into a product that will give you a great deal of stability and the rate of return you get in terms of the yield will float pretty tightly based on the current rate of interest rates.

COMMENT
COMMENT
July 12, 2012
DEX Floating Rate ETF (XFR-T) or Vanguard Cdn. Aggregate Bond ETF (VAB-T)? If interest rates rise, which would you Buy? The aggregate bond is a little bit longer in duration with an average of 6 or 7 years and might be a little bit more sensitive to interest rate hikes so this one might be a little bit safer.
Show full opinionHide full opinion
DEX Floating Rate ETF (XFR-T) or Vanguard Cdn. Aggregate Bond ETF (VAB-T)? If interest rates rise, which would you Buy? The aggregate bond is a little bit longer in duration with an average of 6 or 7 years and might be a little bit more sensitive to interest rate hikes so this one might be a little bit safer.
Showing 1 to 8 of 8 entries
  • «
  • 1
  • »