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
Cash has been a poor performer for the past 20 years, not even keeping pace with the low rate of inflation. Almost every asset class has done much better. But some cash can be useful when equity markets turn down—it can provide investors the opportunity… Read More
Investors aiming to beat inflation over time—without taking undue risk—have a variety of options presented by exchange-traded funds. While, looking back is of limited use going forward, here are some of the results from academic studies of the volatility, downside risk, and total return of… Read More
Some investors look to reduce volatility in their portfolios for a number of reasons. One is that they can’t sleep at night because they’re nervous about the market outlook. In that case, low-volatilty funds may cut your your losses or even leave you with gains… Read More
A Member of Pat McKeough’s Inner Circle recently asked for his advice on a fund that focuses on ultra-short, high-quality fixed-income securities with higher income potential.
Pat likes the low volatility but the very modest payouts offsets that appeal.
The PIMCO Global Short Maturity Fund (Canada) ETF,… Read More
This month we highlight an ETF that provides short exposure to the highly popular “disruptive growth” ARK Innovation ETF. We also look at a fund that aims to use a quantitative model to pick the top dividend-paying stocks.
TUTTLE CAPITAL SHORT INNOVATION ETF $43.66 (Nasdaq symbol SARK) provides an… Read More
Q: Pat, what do you think of me holding the BMO Low Volatility Canadian Equity ETF to lower the overall volatility of my portfolio? Thanks.
A: The BMO Low Volatility Canadian Equity ETF, $33.51, symbol ZLB on Toronto (Units outstanding: 72.8 million; Market cap: $2.4 billion;
www.etfs.bmo.com), provides exposure to a low beta-weighted portfolio of Canadian stocks. The aim is to reduce your exposure to market volatility.
The ETF selects 40 or… Read More
Companies that pay regular and growing dividends have performed very well over time compared to broad market indices.
A simple strategy capitalizing on that is to select ETFs holding stocks with a long history of uninterrupted dividend growth such as represented by the S&P 500 Dividend… Read More