Low volatility ETFs aim to use betas to reduce portfolio volatility. We don’t think they are good for investors.
Recently, a member of my Inner Circle inquired about a low volatility ETF, aimed at decreasing overall portfolio volatility and exposure to market swings.
The BMO Low Volatility… Read More
A: The BMO Low Volatility Canadian Equity ETF, $41.48, symbol ZLB on Toronto (Units outstanding: 81.2 million; Market cap: $3.4 billion; www.etfs.bmo.com), provides exposure to a portfolio of Canadian stocks with an overall low beta weighting (more on beta below). The aim is to reduce… Read More
Pat McKeough recently replied to a member of the Inner Circle looking for an ETF that offers protection from down markets. The BMO Low Volatility Canadian Equity ETF selects stock holdings based on their beta score. That’s a commonly used, but often misleading, measure of… Read More
This month we highlight two new funds: the first is a global equity ETF from a large Canadian asset manager with a considerable number of ETFs already in place; the second is a long-short equity ETF from a Canadian hedge fund manager.
MACKENZIE ALL-EQUITY ALLOCATION ETF $20.66 (Toronto… Read More
BMO Asset Management recently added seven ETFs to their already extensive lineup. Here’s a look at two of these funds—one takes long and short positions in Canadian equities and a second aims to participate in U.S. stock gains while also providing some downside protection.
BMO LONG SHORT… Read More
This month we feature a very high-yielding financial services ETF from Hamilton Capital Partners, and a top-performing North American value equity ETF from RBC.
HAMILTON CANADIAN FINANCIALS YIELD MAXIMIZER ETF $13.12 (Toronto symbol HMAX) invests in the top 10 Canadian financial services companies as measured by their total… Read More
A Member of Pat McKeough’s Inner Circle recently asked for his advice on BMO Low Volatility Canadian Equity ETF, a low-beta fund that specializes in large Canadian stocks.
Pat likes that the fund invests from the 100 largest and most liquid securities in Canada. However, he… Read More
Evolve is a mid-sized Canadian ETF provider with about $3 billion of assets under management spread mostly across themed ETFs. This month we look at a new technology fund recently launched by that manager. We also highlight a global stock fund launched by one of… Read More
Higher interest rates mean dividend-paying stocks must increasingly compete with fixed-income investments for investor interest. However, sustainable dividends still offer an attractive and growing income stream for investors.
Meanwhile, dividend-focused ETFs often follow strategies that can set investors up for maximum long-term gains with the least… Read More
Governments around the world know the benefits that flow from developing better infrastructure. However, their stretched budgets and their reluctance to increase taxes constrain their ability to take on those projects. This provides opportunities for public companies to develop and manage these assets.
Meanwhile, companies with exposure… Read More
Learn everything you need to know in 'The ETF Investor's Handbook' FREE Special Report from The Successful Investor.
ETFs Guide for Canadian Investors: Find the best way to invest in ETFs with low fees, low risk & high satisfaction.
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What personal information do we collect?
The information we receive from customers helps us personalize and continually improve your online experience at TSI Network. TSI Network may collect personal information online for all legal purposes, which include, but are not limited to:
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Does TSI Network Use the Information It Receives?
"Contact Us" and Comment Features: TSI Network encourages visitors to its websites to contact us with questions and comments. Email addresses and other information of persons using these features may be collected in order to facilitate our responses to those inquiries.
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Changes to this Policy
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