BMO Tactical Dividend ETF Fund

ZZZD-T

Analysis and Opinions about ZZZD-T

Signal
Opinion
Expert
BUY
BUY
November 25, 2019
Sustainable 3.2% yield? He manages this, holding stocks that pay dividends of 4% or more. The yield this pays is minus the MER around 75-79 basis points--and yes, the yield is sustainable. When he's most defensive and fearful of downside risk, he boasts the yield as much as he can while cutting the volatility to half or less. The yield will decline a bit, but the growth potential shoots way up into growth mode.
Sustainable 3.2% yield? He manages this, holding stocks that pay dividends of 4% or more. The yield this pays is minus the MER around 75-79 basis points--and yes, the yield is sustainable. When he's most defensive and fearful of downside risk, he boasts the yield as much as he can while cutting the volatility to half or less. The yield will decline a bit, but the growth potential shoots way up into growth mode.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$32.030
Owned
Yes
BUY
BUY
October 21, 2019
In ZZZD-T he tries to shift between different styles of ETF. He is tactical in the nature of what he does.
In ZZZD-T he tries to shift between different styles of ETF. He is tactical in the nature of what he does.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$31.610
Owned
Unknown
TOP PICK
TOP PICK
August 23, 2019
An equity play. It's managed by Larry Berman. There is more fixed income, more gold in it. This ETF will perform well over time. It has low volatility, and you can invest your money with minimal concerns.
An equity play. It's managed by Larry Berman. There is more fixed income, more gold in it. This ETF will perform well over time. It has low volatility, and you can invest your money with minimal concerns.
Cole Kachur
Senior Wealth Advisor, ScotiaWealth Management
Price
$31.710
Owned
Yes
COMMENT
COMMENT
August 20, 2019
Good entry point? Active ETF. Philosophy behind it is really risk management. Very new, been around for barely more than a year. Quite a bit less volatile than any other Canadian dividend ETF. Canadian exposure with downside risk protection. If downside risk keeps you up at night you might want to consider adding bonds. For global exposure with very thoughtful oversight towards risk-managed global dividend mandate, thinks it's quite promising.
Good entry point? Active ETF. Philosophy behind it is really risk management. Very new, been around for barely more than a year. Quite a bit less volatile than any other Canadian dividend ETF. Canadian exposure with downside risk protection. If downside risk keeps you up at night you might want to consider adding bonds. For global exposure with very thoughtful oversight towards risk-managed global dividend mandate, thinks it's quite promising.
Daniel Straus
Head of ETF Research & Strategy, National Bank Financial
Price
$31.820
Owned
Unknown
BUY
BUY
July 15, 2019
For TFSA or RRSP? (Berman manages ZZZD-T) He turns over the holdings twice a year. For example last week, to play defence he bought US long bonds. Another example: A month ago he sold into the rally, and last week as rates backed up he added his exposure. TFSA or RRSP? Both/either. ZZZD-T offers long-term growth, paying 4-7% average returns with a lot less volatility vs. the overall market.
For TFSA or RRSP? (Berman manages ZZZD-T) He turns over the holdings twice a year. For example last week, to play defence he bought US long bonds. Another example: A month ago he sold into the rally, and last week as rates backed up he added his exposure. TFSA or RRSP? Both/either. ZZZD-T offers long-term growth, paying 4-7% average returns with a lot less volatility vs. the overall market.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$31.780
Owned
Yes
COMMENT
COMMENT
March 25, 2019
Sleep at night dividend portfolio. Alternatively ZMI-T is a balanced yield product that owns half fixed income and the rest is in dividend stocks. It is more defensive. SPYD-N is the high US dividend payers index. ZDY-T would give you a similar ride and he would prefer that.
Sleep at night dividend portfolio. Alternatively ZMI-T is a balanced yield product that owns half fixed income and the rest is in dividend stocks. It is more defensive. SPYD-N is the high US dividend payers index. ZDY-T would give you a similar ride and he would prefer that.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$31.760
Owned
Yes
COMMENT
COMMENT
February 25, 2019
ZMI vs. ZZZD ZMI is a balanced income-focused ETF. ZZZD is his own ETF that he manages--a sleep-at-night global dividend ETF. ZMI is a lot more fixed income (to preserve capital) and is far more passively managed vs. ZZZD which is active, hence riskier. Very different focuses, but both generate a lot of income.
ZMI vs. ZZZD ZMI is a balanced income-focused ETF. ZZZD is his own ETF that he manages--a sleep-at-night global dividend ETF. ZMI is a lot more fixed income (to preserve capital) and is far more passively managed vs. ZZZD which is active, hence riskier. Very different focuses, but both generate a lot of income.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$31.490
Owned
Yes
COMMENT
COMMENT
January 29, 2019
Is this overdiversified? No, it's under. It relies on dividend flows, which means it'll have higher interest rate sensitivity than most ETFs which could help or hurt you. This takes many strides in the right direction. You can probably hold a lot of this without getting hurt
Is this overdiversified? No, it's under. It relies on dividend flows, which means it'll have higher interest rate sensitivity than most ETFs which could help or hurt you. This takes many strides in the right direction. You can probably hold a lot of this without getting hurt
Mike Philbrick
President, ReSolve Asset Management
Price
$30.720
Owned
Unknown
BUY
BUY
January 28, 2019
His target yield / benchmark is as in VT-N plus 100 basis points. It's around 3.8% right now. Dividends from foreign corporations are treated as income but about half of it will be from capital gains.
His target yield / benchmark is as in VT-N plus 100 basis points. It's around 3.8% right now. Dividends from foreign corporations are treated as income but about half of it will be from capital gains.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$30.600
Owned
Yes
STRONG BUY
STRONG BUY
January 14, 2019
ZZZD-T plays the ZWU-T, ZWC-T and so on so it is actively managed, aiming for a 4% yield See today's educational segment.
ZZZD-T plays the ZWU-T, ZWC-T and so on so it is actively managed, aiming for a 4% yield See today's educational segment.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$30.070
Owned
Yes
STRONG BUY
STRONG BUY
January 14, 2019
In a registered account, the distribution has no tax treatment. In RIFF situations it is treated as all income. 20% is Canadian exposed and gets the benefit of the dividend tax credit. There is a component of income as well as dividend yield from the fund.
In a registered account, the distribution has no tax treatment. In RIFF situations it is treated as all income. 20% is Canadian exposed and gets the benefit of the dividend tax credit. There is a component of income as well as dividend yield from the fund.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$30.070
Owned
Yes
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