BMO Low Volatility US Equity ETF

ZLU-T

Analysis and Opinions about ZLU-T

Signal
Opinion
Expert
COMMENT
COMMENT
January 22, 2020
ZLU is a top choice ETF of the US market -- he believes it is not currency hedged to the CAD dollar. He likes the lower volatility holdings. Good for conservative investors. He also likes the USMV ETF.
Show full opinionHide full opinion
ZLU is a top choice ETF of the US market -- he believes it is not currency hedged to the CAD dollar. He likes the lower volatility holdings. Good for conservative investors. He also likes the USMV ETF.
PAST TOP PICK
PAST TOP PICK
December 20, 2019
(A Top Pick Jan 11/19, Up 22%) A very safe ETFs. Low volatility stocks that are sort of dull, but they have done quite well in the markets recently.
Show full opinionHide full opinion
(A Top Pick Jan 11/19, Up 22%) A very safe ETFs. Low volatility stocks that are sort of dull, but they have done quite well in the markets recently.
DON'T BUY
DON'T BUY
November 18, 2019
It is a US version of the ZLB-T. This is not a time to put money to work in equities. Wait for a pull back for sure. He likes this as a defensive play.
Show full opinionHide full opinion
It is a US version of the ZLB-T. This is not a time to put money to work in equities. Wait for a pull back for sure. He likes this as a defensive play.
TOP PICK
TOP PICK
October 4, 2019
An ETF that emphasizes on stocks with low beta. In a volatile market, this is the type of stock you want. It's made of utilities, consumer staples and discretionary. A safe and stable way to enter the market.
Show full opinionHide full opinion
An ETF that emphasizes on stocks with low beta. In a volatile market, this is the type of stock you want. It's made of utilities, consumer staples and discretionary. A safe and stable way to enter the market.
COMMENT
COMMENT
September 13, 2019
This is their low volatility ETFs. The ZLU.U pays distributions in US dollars. He would stick with a US index rather than an all market one, but it depends on what type of investor you are.
Show full opinionHide full opinion
This is their low volatility ETFs. The ZLU.U pays distributions in US dollars. He would stick with a US index rather than an all market one, but it depends on what type of investor you are.
John Hood

Unlock Ratings

Price
$38.560
Owned
Unknown
TOP PICK
TOP PICK
July 19, 2019

No tech stocks, but low volatility with McDonald's and Waste Management. Utilities that pay dividends. Good for waiting and seeing how trade headlines plays out.

Show full opinionHide full opinion

No tech stocks, but low volatility with McDonald's and Waste Management. Utilities that pay dividends. Good for waiting and seeing how trade headlines plays out.

TOP PICK
TOP PICK
July 12, 2019
Diversified. More on the consumer side of the market, so not as exposed to the trade wars. Yield is 1.73%.
Show full opinionHide full opinion
Diversified. More on the consumer side of the market, so not as exposed to the trade wars. Yield is 1.73%.
BUY
BUY
May 22, 2019
He likes this ETF. Is very diversified with over 100 names. This is a good defensive strategy.
Show full opinionHide full opinion
He likes this ETF. Is very diversified with over 100 names. This is a good defensive strategy.
Stan Wong

Unlock Ratings

Price
$36.590
Owned
Unknown
BUY
BUY
April 18, 2019
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.
Show full opinionHide full opinion
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.
BUY
BUY
March 7, 2019
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.)
Show full opinionHide full opinion
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.)
DON'T BUY
DON'T BUY
January 29, 2019
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.
Show full opinionHide full opinion
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.
TOP PICK
TOP PICK
January 11, 2019
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
Show full opinionHide full opinion
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
BUY
BUY
November 20, 2018
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.
Show full opinionHide full opinion
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.
BUY
BUY
November 19, 2018
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.
Show full opinionHide full opinion
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.
PAST TOP PICK
PAST TOP PICK
August 10, 2018

(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%.

Show full opinionHide full opinion

(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%.

Showing 1 to 15 of 47 entries