BMO Low Volatility US Equity ETF (ZLU-T) Stock Predictions - Stockchase
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BMO Low Volatility US Equity ETF (ZLU-T)

ON STOCKCHASE SINCE Jul 2013

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BMO Low Volatility US Equ...

ZLU-T

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BMO Low Volatility US Equity ETF (ZLU-T) SAVE Apr, 19, 2019, 8:08 am

35.61 0.15 (0.42%)

What the experts are saying about ZLU-T



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Signal Opinion Expert
BUY
This has done extremely well, outperforming America in 2018. The yield is okay, but it has good diversification and it will let you sleep at night. It holds Mattel, McDonald's and others.
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This has done extremely well, outperforming America in 2018. The yield is okay, but it has good diversification and it will let you sleep at night. It holds Mattel, McDonald's and others.
E.T.F.'s
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David Cockfield

Managing D, Northland Wealth Man...

Price Price
$35.610
Owned Owned
Yes

BUY
A great performer for him. Solid companies in this American ETF. This is a safe way to play the U.S. BMO may have a hedged version of this. He thinks the Canadian market will outperforming American this year, so look at ZLB (the Canadian version of this). (XIC is more volatile and riskier.)
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A great performer for him. Solid companies in this American ETF. This is a safe way to play the U.S. BMO may have a hedged version of this. He thinks the Canadian market will outperforming American this year, so look at ZLB (the Canadian version of this). (XIC is more volatile and riskier.)
E.T.F.'s
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David Cockfield

Managing D, Northland Wealth Man...

Price Price
$35.020
Owned Owned
Yes

DON'T BUY
Low-vol actually gives you better returns than higher-volatility stocks. That counters popular opinion. But this is US, which he feels will underperform globally. He likes ZLU that it's in USD. However, he prefers buying a gloval low-vol ETF.
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Low-vol actually gives you better returns than higher-volatility stocks. That counters popular opinion. But this is US, which he feels will underperform globally. He likes ZLU that it's in USD. However, he prefers buying a gloval low-vol ETF.
E.T.F.'s
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Mike Philbrick

President, ReSolve Asset Manage...

Price Price
$33.000
Owned Owned
No

TOP PICK
You play the U.S. markets with little risk, since this covers big-cap, stable stocks with low-volatility. It won't take off like a rocket, but at least you're participating in the market. 0.33% MER
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You play the U.S. markets with little risk, since this covers big-cap, stable stocks with low-volatility. It won't take off like a rocket, but at least you're participating in the market. 0.33% MER
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David Cockfield

Managing D, Northland Wealth Man...

Price Price
$32.590
Owned Owned
Yes

BUY
As the name says, it's low-vol. True, it underperforms in a strong bull market, but it's stable and overall does very well. ZLU is up 9% this year. You can sleep at night owning this. He's long owned this.
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As the name says, it's low-vol. True, it underperforms in a strong bull market, but it's stable and overall does very well. ZLU is up 9% this year. You can sleep at night owning this. He's long owned this.
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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$33.710
Owned Owned
Yes

BUY
ZPW-T vs. ZWH-T. If you can afford to stay in cash and wait for markets to correct, it is preferable. He uses ZPW-T and ZWH-T as well as ZLU-T to hold his exposure to the equity market. They will fall much less than the S&P. They are not risk free.
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ZPW-T vs. ZWH-T. If you can afford to stay in cash and wait for markets to correct, it is preferable. He uses ZPW-T and ZWH-T as well as ZLU-T to hold his exposure to the equity market. They will fall much less than the S&P. They are not risk free.
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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$33.900
Owned Owned
Yes

PAST TOP PICK

(A Top Pick July 26/17, Up 16%) Still likes it. Not that exciting, but good way to get diversified US exposure. Yield around 1.7%.

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(A Top Pick July 26/17, Up 16%) Still likes it. Not that exciting, but good way to get diversified US exposure. Yield around 1.7%.

E.T.F.'s
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David Cockfield

Managing D, Northland Wealth Man...

Price Price
$33.040
Owned Owned
Yes

PAST TOP PICK

(A Top Pick October 7/16. Down 1%.) Not Cdn$ hedged which he regrets. If you are reasonably positive on US currency in the next 12 months, it should recover quite nicely. Has a good spread of very solid individual stocks. An easy way to get into part of the US market that is basically conservative, low volatility, but you are also exposed to the currency.

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(A Top Pick October 7/16. Down 1%.) Not Cdn$ hedged which he regrets. If you are reasonably positive on US currency in the next 12 months, it should recover quite nicely. Has a good spread of very solid individual stocks. An easy way to get into part of the US market that is basically conservative, low volatility, but you are also exposed to the currency.

E.T.F.'s
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David Cockfield

Managing D, Northland Wealth Man...

Price Price
$28.750
Owned Owned
Yes

TOP PICK

If you want to invest in the US, this would be his favourite vehicle. It has done quite well for him. It took quite a hit recently because of the stronger Cdn$, so the timing is pretty good. You are getting a participation in the market, but a part of the market that is not bouncing up and down. A good way to participate in the US market.

E.T.F.'s
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If you want to invest in the US, this would be his favourite vehicle. It has done quite well for him. It took quite a hit recently because of the stronger Cdn$, so the timing is pretty good. You are getting a participation in the market, but a part of the market that is not bouncing up and down. A good way to participate in the US market.

E.T.F.'s
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David Cockfield

Managing D, Northland Wealth Man...

Price Price
$29.020
Owned Owned
Yes

COMMENT

There has been a lot of talk about low volatility strategies over the past couple of years. That is great to have until it is not great to have. When you look at a lot of low volatility ETF’s, they are a bit expensive when looking at the names that are in them. He would rather go to something closer to the S&P 500, which has a little more growth involved, or looking at some of the International ETF’s.

E.T.F.'s
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There has been a lot of talk about low volatility strategies over the past couple of years. That is great to have until it is not great to have. When you look at a lot of low volatility ETF’s, they are a bit expensive when looking at the names that are in them. He would rather go to something closer to the S&P 500, which has a little more growth involved, or looking at some of the International ETF’s.

E.T.F.'s
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Stan Wong

Director &, Private Wealth Manag...

Price Price
$30.130
Owned Owned
No

PAST TOP PICK

(A Top Pick May 27/16. Up 10%.) He still likes this. It is a good safe way to tap into the US market, particularly if you are concerned about the Canadian situation.

E.T.F.'s
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(A Top Pick May 27/16. Up 10%.) He still likes this. It is a good safe way to tap into the US market, particularly if you are concerned about the Canadian situation.

E.T.F.'s
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David Cockfield

Managing D, Northland Wealth Man...

Price Price
$31.260
Owned Owned
Yes

PAST TOP PICK

(A Top Pick Dec 4/15. Up 7.70%.) He likes low volatility things. As the markets started to pick up, this tended to be a bit laggy. A nice core holding to have in your portfolio as he believes equity markets are going to be rising.

E.T.F.'s
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(A Top Pick Dec 4/15. Up 7.70%.) He likes low volatility things. As the markets started to pick up, this tended to be a bit laggy. A nice core holding to have in your portfolio as he believes equity markets are going to be rising.

E.T.F.'s
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David Cockfield

Managing D, Northland Wealth Man...

Price Price
$29.480
Owned Owned
Yes

TOP PICK

For investors who want a broad spectrum of the US markets. They are in the areas that are quite good, consumer staples, utilities, healthcare and consumer discretionary. A very safe kind of thing.

E.T.F.'s
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For investors who want a broad spectrum of the US markets. They are in the areas that are quite good, consumer staples, utilities, healthcare and consumer discretionary. A very safe kind of thing.

E.T.F.'s
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David Cockfield

Managing D, Northland Wealth Man...

Price Price
$29.390
Owned Owned
Yes

COMMENT

The low volatility holdings tend to be utilities, healthcare, tech, telecom, consumer staples and can also be mining stocks.  Three of these sectors are underperforming the markets.

E.T.F.'s
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The low volatility holdings tend to be utilities, healthcare, tech, telecom, consumer staples and can also be mining stocks.  Three of these sectors are underperforming the markets.

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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$30.550
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick July 31/15. Up 15.75%.) This has been one of his favourites for a while. It has a flexible portfolio in that they rebalance it once a year. It is not nearly as volatile as the market or individual securities can be.

E.T.F.'s
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(A Top Pick July 31/15. Up 15.75%.) This has been one of his favourites for a while. It has a flexible portfolio in that they rebalance it once a year. It is not nearly as volatile as the market or individual securities can be.

E.T.F.'s
0 0 0 0 0
0 comments
David Cockfield

Managing D, Northland Wealth Man...

Price Price
$30.770
Owned Owned
Yes

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