Horizons Balanced Tri ETF

HBAL-T

Analysis and Opinions about HBAL-T

Signal
Opinion
Expert
COMMENT
COMMENT
August 20, 2019
Tax efficiency in non-registered accounts. There was some comments in the recent budget about the way income is tagged to redeemers. A bit technical but it did seem to affects a whole bunch of mutual funds and ETFs. Feels there isn't the perfect amount of clarity from regulators. We're in a little bit of a position of ignorance regarding the tax efficiency of these products. As far as exposure goes it's a very good product, if you really want tax efficiency he would compare similar products like VBAL or XBAL and pick the one with the lowest yield.
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Tax efficiency in non-registered accounts. There was some comments in the recent budget about the way income is tagged to redeemers. A bit technical but it did seem to affects a whole bunch of mutual funds and ETFs. Feels there isn't the perfect amount of clarity from regulators. We're in a little bit of a position of ignorance regarding the tax efficiency of these products. As far as exposure goes it's a very good product, if you really want tax efficiency he would compare similar products like VBAL or XBAL and pick the one with the lowest yield.
BUY
BUY
October 18, 2018

These are very innovative products. They are swap-based products. HBAL-T is the total market. There are no distributions from the fund. There are stocks and bonds.

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These are very innovative products. They are swap-based products. HBAL-T is the total market. There are no distributions from the fund. There are stocks and bonds.

TOP PICK
TOP PICK
August 3, 2018

Harvest’s version of VGRO, about 65% equities. Difference is it started trading yesterday. Likes the concept. Bit more expensive at 35 basis points, but doesn’t own actual securities, done through derivatives. So for some people, they don’t pay any income, it’s a total return.

Show full opinionHide full opinion

Harvest’s version of VGRO, about 65% equities. Difference is it started trading yesterday. Likes the concept. Bit more expensive at 35 basis points, but doesn’t own actual securities, done through derivatives. So for some people, they don’t pay any income, it’s a total return.

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