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
Telecommunications form an integral part of the economic infrastructure. Moreover, existing players benefit from strict licensing standards and high capital requirements that act as barriers to entry for any new companies. In addition, many of the major telecommunication companies have strong cash flows, high levels… Read More
Here’s a look at some of the factors that make the three ETFs we see as buys on pages 3 and 4 attractive—and why we don’t like the fourth.
Healthy profits in healthcare equipment
With the onset of the COVID-19 pandemic, healthcare equipment providers were hurt as… 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
BMO MSCI ALL COUNTRY HIGH QUALITY ETF $53.98 (Toronto symbol ZGQ; TSINetwork ETF Rating: Aggressive; Market cap: $362.5 million) tracks the MSCI ACWI Quality Index. That index includes firms from both developed and emerging markets with high returns on equity, stable earnings growth, and low debt.
The U.S…. Read More
We think that most Canadian investors should hold the bulk of their portfolios in high-quality, dividend-paying Canadian stocks (or ETFs that hold those stocks). We also feel that virtually all Canadian investors should have, say, 20% to 30% of their portfolios in U.S. stocks (many… 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
The Canadian economy ranks among the top 10 globally. It’s also considered to be in the top 25% of the most competitive economies in the world; it is highly rated for its ability to train and attract skilled workers.
However, after solid growth in 2021 to… 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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