BMO Low Volatility US Equity ETF

ZLU-T

Analysis and Opinions about ZLU-T

Signal
Opinion
Expert
COMMENT
COMMENT
June 29, 2017

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.

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.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$30.130
Owned
No
PAST TOP PICK
PAST TOP PICK
June 23, 2017

(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.

(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.

David Cockfield
Managing Director, Northland Wealth Management
Price
$31.260
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 3, 2017

(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.

(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.

David Cockfield
Managing Director, Northland Wealth Management
Price
$29.480
Owned
Yes
TOP PICK
TOP PICK
October 7, 2016

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.

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.

David Cockfield
Managing Director, Northland Wealth Management
Price
$29.390
Owned
Yes
COMMENT
COMMENT
August 15, 2016

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.

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.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$30.550
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
August 12, 2016

(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.

(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.

David Cockfield
Managing Director, Northland Wealth Management
Price
$30.770
Owned
Yes
BUY
BUY
July 8, 2016

This had a new high today. Thinks the US$ looks stronger and that the Fed is going to move at some point in time, which will mean a stronger US$. If you are nervous about markets, this is one of the best ways that you can get your toe in the water.

This had a new high today. Thinks the US$ looks stronger and that the Fed is going to move at some point in time, which will mean a stronger US$. If you are nervous about markets, this is one of the best ways that you can get your toe in the water.

David Cockfield
Managing Director, Northland Wealth Management
Price
$31.140
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 27, 2016

(A Top Pick May 22/15. Up 17.23%.) This is a way to get into the US. It has benefited from the low Cdn$.

(A Top Pick May 22/15. Up 17.23%.) This is a way to get into the US. It has benefited from the low Cdn$.

David Cockfield
Managing Director, Northland Wealth Management
Price
$29.080
Owned
Yes
TOP PICK
TOP PICK
May 27, 2016

Chart shows it has been going sideways, but that is at a time where the rest of the market was actually going down. Thinks it is back in a situation where we are going to see it going up. This is very much consumer oriented. They have 25% utilities, 24% consumer staples, 17% healthcare and 10% consumer discretionary.

Chart shows it has been going sideways, but that is at a time where the rest of the market was actually going down. Thinks it is back in a situation where we are going to see it going up. This is very much consumer oriented. They have 25% utilities, 24% consumer staples, 17% healthcare and 10% consumer discretionary.

David Cockfield
Managing Director, Northland Wealth Management
Price
$29.080
Owned
Yes
COMMENT
COMMENT
May 26, 2016

Low volatilities have exploded ever since the launch of PWSH S&P 500 Low ETF (SPLV-N). BMO’s spin on this has been very good and has outperformed quite a lot with everyone wanting US$s. With the recent action in the Cdn$ going down, and the contemplation that the US$ could depreciate, BMO and many others launched currency hedged versions such as Low Volatility US Equity Hedged (ZLH-T). This is a call on whether you think the US$ is going to go up or down.

Low volatilities have exploded ever since the launch of PWSH S&P 500 Low ETF (SPLV-N). BMO’s spin on this has been very good and has outperformed quite a lot with everyone wanting US$s. With the recent action in the Cdn$ going down, and the contemplation that the US$ could depreciate, BMO and many others launched currency hedged versions such as Low Volatility US Equity Hedged (ZLH-T). This is a call on whether you think the US$ is going to go up or down.

Daniel Straus
Head of ETF Research & Strategy, National Bank Financial
Price
$28.870
Owned
Unknown
BUY
BUY
February 5, 2016

BMO has a great suite of ETF’s. This one has done very, very well. You can buy this and set it aside, and you are going to do well.

BMO has a great suite of ETF’s. This one has done very, very well. You can buy this and set it aside, and you are going to do well.

Allan Meyer
VP & Portfolio Manager, Wickham Investment Counsel
Price
$28.690
Owned
Unknown
TOP PICK
TOP PICK
January 29, 2016

(A Top Pick Feb 18/15. Up 16.79%.) Has a lot of US retail, consumer durables, healthcare, etc. A domestically oriented low beta ETF. A part of the US economy that will do reasonably well and not be affected by the high US$.

(A Top Pick Feb 18/15. Up 16.79%.) Has a lot of US retail, consumer durables, healthcare, etc. A domestically oriented low beta ETF. A part of the US economy that will do reasonably well and not be affected by the high US$.

David Cockfield
Managing Director, Northland Wealth Management
Price
$29.190
Owned
Yes
TOP PICK
TOP PICK
December 4, 2015

Expense ratio is quite reasonable at 3.4%. It owns 26% utilities, 26% consumer staples, 19% healthcare and 11% consumer discretionary. Has a good distribution within the US economy. These are low volatility stocks.

Expense ratio is quite reasonable at 3.4%. It owns 26% utilities, 26% consumer staples, 19% healthcare and 11% consumer discretionary. Has a good distribution within the US economy. These are low volatility stocks.

David Cockfield
Managing Director, Northland Wealth Management
Price
$27.770
Owned
Yes
COMMENT
COMMENT
September 23, 2015

This has very low volume and volume is very important. Technically ETF providers will tell you that the underlying benchmark or Index is key as to whether you can get liquidity in the market, from the standpoint of being able to redeem or create, but we are not in that market, so the next is the secondary market. He doesn’t Buy ETF’s that don’t trade actively every day.

This has very low volume and volume is very important. Technically ETF providers will tell you that the underlying benchmark or Index is key as to whether you can get liquidity in the market, from the standpoint of being able to redeem or create, but we are not in that market, so the next is the secondary market. He doesn’t Buy ETF’s that don’t trade actively every day.

Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$26.550
Owned
No
BUY
BUY
September 4, 2015

Has $41,000. 3 ETF’s for growth and dividends to put into a TFSA account? This is a low volatility one from the US that he would suggest. Their concept on this is that you are buying stocks that have low beta.

Has $41,000. 3 ETF’s for growth and dividends to put into a TFSA account? This is a low volatility one from the US that he would suggest. Their concept on this is that you are buying stocks that have low beta.

David Cockfield
Managing Director, Northland Wealth Management
Price
$25.770
Owned
Unknown
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