BMO US High Dividend Covered Call ETF

ZWH-T

Analysis and Opinions about ZWH-T

Signal
Opinion
Expert
BUY
BUY
January 2, 2020
An S&P 500 ETF with a covered call overlay. He uses it a lot. Yield is about 6%.
Show full opinionHide full opinion
An S&P 500 ETF with a covered call overlay. He uses it a lot. Yield is about 6%.
John Hood

Unlock Ratings

Price
$21.430
Owned
Unknown
COMMENT
COMMENT
September 26, 2019
Covered call overlay. If you think there is a sideways market then covered call ETFs do well as the income is much higher. He does not think we are entering a sideways market. There are better ways to pay the market. If you want to add bonds to your portfolio you'd want to invest in other bond ETFs.
Show full opinionHide full opinion
Covered call overlay. If you think there is a sideways market then covered call ETFs do well as the income is much higher. He does not think we are entering a sideways market. There are better ways to pay the market. If you want to add bonds to your portfolio you'd want to invest in other bond ETFs.
TOP PICK
TOP PICK
September 13, 2019
Yield is around 6 percent. Now that the markets are looking toppy, he likes it for the yield.
Show full opinionHide full opinion
Yield is around 6 percent. Now that the markets are looking toppy, he likes it for the yield.
PARTIAL BUY
PARTIAL BUY
September 10, 2019
Loves it. These high-dividend names within this have been underperforming, namely financials. So a revaluation will help this. You don't need the covered call, because it limits the upside. Better to find this without the covered call.
Show full opinionHide full opinion
Loves it. These high-dividend names within this have been underperforming, namely financials. So a revaluation will help this. You don't need the covered call, because it limits the upside. Better to find this without the covered call.
BUY
BUY
September 9, 2019
Dividend ETFs with a monthly dividend, covered calls and a high yield. They give you great exposure to great companies.
Show full opinionHide full opinion
Dividend ETFs with a monthly dividend, covered calls and a high yield. They give you great exposure to great companies.
WEAK BUY
WEAK BUY
August 21, 2019
A great long-term hold. This generates income. Bonds won't do this anymore with today's low rates. No, markets won't take off because there's so much uncertainty.
Show full opinionHide full opinion
A great long-term hold. This generates income. Bonds won't do this anymore with today's low rates. No, markets won't take off because there's so much uncertainty.
BUY
BUY
July 29, 2019
ZWE Some of the best dividend payers in the world with a covered call overlay are in ZWH which has some European exposure. This is excellent for defensive investors who rely on 5-7% yields to live. This lets you sleep at night. This won't eliminate the downside and won't increase as much as the rest of the market, but it is a steady payer. Cash? There's little yield there.
Show full opinionHide full opinion
ZWE Some of the best dividend payers in the world with a covered call overlay are in ZWH which has some European exposure. This is excellent for defensive investors who rely on 5-7% yields to live. This lets you sleep at night. This won't eliminate the downside and won't increase as much as the rest of the market, but it is a steady payer. Cash? There's little yield there.
BUY
BUY
July 23, 2019
Don't hold this in a TFSA, because it pays in US dollars and you'll pay a withholding tax. Covered calls work well in this market, because the calls generate income if the stock stays flat or goes down. It's safe.
Show full opinionHide full opinion
Don't hold this in a TFSA, because it pays in US dollars and you'll pay a withholding tax. Covered calls work well in this market, because the calls generate income if the stock stays flat or goes down. It's safe.
BUY
BUY
June 10, 2019
It's a good product, because it's conservative. The dividends will mute volatility, and there are covered calls on top of that. At least you make money on writing the call options. This offers a lot lower volatility than others in this space.
Show full opinionHide full opinion
It's a good product, because it's conservative. The dividends will mute volatility, and there are covered calls on top of that. At least you make money on writing the call options. This offers a lot lower volatility than others in this space.
BUY
BUY
June 3, 2019
Nice yield. Fees are relatively high. He still likes it. based on higher yield stocks in the S&P500. Well diversified.
Show full opinionHide full opinion
Nice yield. Fees are relatively high. He still likes it. based on higher yield stocks in the S&P500. Well diversified.
SELL STRENGTH
SELL STRENGTH
March 18, 2019
ZWH-T vs. ZPW-T. These are the more defensive holdings. ZPW-T is a little more risk adverse. He is looking to trim exposure on the ZWH-T side to move to ZPW-T at the moment.
Show full opinionHide full opinion
ZWH-T vs. ZPW-T. These are the more defensive holdings. ZPW-T is a little more risk adverse. He is looking to trim exposure on the ZWH-T side to move to ZPW-T at the moment.
COMMENT
COMMENT
February 28, 2019
Can you explain what a covered call strategy does? This strategy will invest in underlying stocks with high dividend in the US and over top of that they will be writing options to create ore income for the investor. This is great if you think that we will have sideways markets. This strategy is 71 basis points. Usually covered call strategies are little more expensive than direct ownership.
Show full opinionHide full opinion
Can you explain what a covered call strategy does? This strategy will invest in underlying stocks with high dividend in the US and over top of that they will be writing options to create ore income for the investor. This is great if you think that we will have sideways markets. This strategy is 71 basis points. Usually covered call strategies are little more expensive than direct ownership.
Stan Wong

Unlock Ratings

Price
$20.290
Owned
Unknown
COMMENT
COMMENT
January 2, 2019
Are covered calls safe in a down market? Covered call righting only protects a very small amount of your capital -- it is only there to generate income -- it is not a hedge. He has sold ZWH-T as he does not want to sell covered calls in a recovering market as it has sold off the upside potential. He might just consider outright buying banks stocks at this point. In a flat market or rising market covered calls are a good strategy.
Show full opinionHide full opinion
Are covered calls safe in a down market? Covered call righting only protects a very small amount of your capital -- it is only there to generate income -- it is not a hedge. He has sold ZWH-T as he does not want to sell covered calls in a recovering market as it has sold off the upside potential. He might just consider outright buying banks stocks at this point. In a flat market or rising market covered calls are a good strategy.
COMMENT
COMMENT
December 6, 2018
How does this ETF compares to BMO US High Dividend Covered Call ETF (ZWH-T)? They invest in the same underlying assets so are basically the same. He is bullish on the US dollar. So he prefers this one to ZWS which is hedged to Canadian dollars.
Show full opinionHide full opinion
How does this ETF compares to BMO US High Dividend Covered Call ETF (ZWH-T)? They invest in the same underlying assets so are basically the same. He is bullish on the US dollar. So he prefers this one to ZWS which is hedged to Canadian dollars.
Stan Wong

Unlock Ratings

Price
$20.160
Owned
Unknown
COMMENT
COMMENT
December 4, 2018
It's the high-yielding American stock. It yields around 5%. It's a good way to get income out of the U.S. You have the opportunity for some growth.
Show full opinionHide full opinion
It's the high-yielding American stock. It yields around 5%. It's a good way to get income out of the U.S. You have the opportunity for some growth.
John Hood

Unlock Ratings

Price
$20.270
Owned
Unknown
Showing 1 to 15 of 82 entries