Opinions Richard Croft
BMO Low Volatility Cdn Eqty ETFZLB.TOCOMMENTDec 09, 2016
$28.16
Stock price when the opinion was issued
$61.51
As of Jul 09, 2026. Market Open.
E.T.F.'s
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.
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BUY
Get similar or better returns with less risk, beta, volatility. Well constructed product. Skews more to certain sectors like utilities and financial services, so you'll see underperformance. For 5-10-15-20 years, it's a thoughtful way to get returns from the market. Try XMV, which creates a portfolio of minimum volatility. You could use these 2 ETFs together.
E.T.F.'s
PAST TOP PICK
(A Top Pick Mar 12/19, Up 15%) It has been a good performer since its inception. It moved out of Canadian energy stocks at a pivotal time based on its rules based methodology. It looks for the lowest beta Canadian stocks. This is an actively managed fund he feels as it has a human element to it as well. A conservative investor would like this one and could perhaps match it with a lower cost passively managed fund.
E.T.F.'s
PARTIAL BUY
Targets 60/40 US/Canadian. Given coming volatility, invest in this or wait for dips? Yes. Though for an RRSP, you have until end-February to invest and get the tax credit. Or you can contribute to cash and invest down the road and still get the tax credit. Generally, yes, invest it or split the investment between ZLB and an American ETF.
E.T.F.'s
Low volatility ETF’s?Thinks there is going to be some significant upside growth in the economy, and lower taxes. There are an awful lot of very good things that are going to benefit the US economy. In that light, low volatility ETF is a product that is less risky and tends to be less volatile. There is nothing wrong with this and is a place where you should have some of your money. However, if he were going to overweight something going into next year, he would want more of an alpha product, something that is going to be more aggressive.