Detailed Quote
Questions on this company?
Become a Member
Company Profile
Interactive Chart
Key Ratios
Earnings
Analyst Recommendations
5i Recent Questions
- BMO Covered Call Utilities ETF (ZWU)
- BMO Equal Weight REITs Index ETF (ZRE)
- BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)
- BMO International Dividend Hedged to CAD ETF (ZDH)
- BMO US High Dividend Covered Call ETF (ZWH)
- iShares Diversified Monthly Income ETF (XTR)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
- BMO Canadian High Dividend Covered Call ETF (ZWC)
- Mackenzie Floating Rate Income ETF (MFT)
Q: I am 72 and retired. I have been building a part of my portfolio (58.4%) for the last three years with ETFs. Current holdings are (% weight of portfolio in brackets): zwh (10.5), zwu (9.1), zwc (8.5), mft (5.9), xtr (5.3), xhy (5.2), zwe (4.7), cdz (3.2), zdh (3.2) & zre (2.9). With 24.2% cash, I plan on slowly adding to these etfs. How would you do this? The remainder of my portfolio is in dividend paying Canadian large caps.
Thanks, Jim
Thanks, Jim
- BMO International Dividend ETF (ZDI)
- BMO International Dividend Hedged to CAD ETF (ZDH)
- Vanguard Total International Stock (VXUS)
- Vanguard FTSE Developed ex North America High Dividend Yield Index ETF (VIDY)
Q: Last year, I purchased ZDH in my mother's retirement account. She is close to 80. It has been a very poor performer, significantly underperforming the international indexes. Performance seemed to be reasonable prior to the market drop in the last few months. Morningstar now rates both ZDI (unhedged) and ZDH (hedged) as two stars, and it now falls to the 4th quartile for most time periods.
I would appreciate your views about ZDH. Would you continue to hold this ETF expecting that it will start to outperform the market, or would you sell it? Do you feel that it has dropped a lot since January due to its sector composition, and will bounce back? If you would sell it, what would you recommend? Dividends are not a priority, but looking for low to medium risk.
Thanks for your excellent advice.
I would appreciate your views about ZDH. Would you continue to hold this ETF expecting that it will start to outperform the market, or would you sell it? Do you feel that it has dropped a lot since January due to its sector composition, and will bounce back? If you would sell it, what would you recommend? Dividends are not a priority, but looking for low to medium risk.
Thanks for your excellent advice.
- BMO Covered Call Utilities ETF (ZWU)
- BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB)
- BMO International Dividend Hedged to CAD ETF (ZDH)
- BMO MSCI All Country World High Quality Index ETF (ZGQ)
- BMO S&P 500 Hedged to CAD Index ETF (ZUE)
- BMO US High Dividend Covered Call ETF (ZWH)
- Dynamic Active U.S. Dividend ETF (DXU)
- BMO Tactical Dividend ETF Fund (ZZZD)
Q: I am retired and hold the above ETFs in my RIF, TFSA accounts. Please advise which ETFs you would hold in this environment and which are duplicated. I am looking for stability and safe dividends. Thanks for your input.
Insiders
Share Information
News and Media