Q: Hello. What ETFs focus 100% on China stocks. Which would you recommend? Thank you.
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Investment Q&A
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- BMO MSCI All Country World High Quality Index ETF (ZGQ)
- BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ)
- BMO MSCI USA High Quality Index ETF (ZUQ)
Q: Hi 5i,
Can I get your thoughts about any of these 3 ETF's from BMO for a buy and hold investor? Should one be concerned with the relatively low trading volumes? The general performance of all three ETFs look better than their underlying indexes.
The ETF's appear to rebalance/reconstitute semi-annually so my thinking is these might be good as core holdings for a long term investor since they are always suppose to hold the best quality stocks.
Here is the BMO summary of the product;
1. selects high ROE stocks
2. selects stocks with stable year over year earnings growth
3. selects stocks with low financial leverage
4. caps max. stock weighting at 5%
MER Holdings AUM AvgVol Description
ZUQ 0.34 126 330M 7,200 US High Quality
ZEQ 0.45 126 260M 6,400 Europe High Quality CAD Hedged
ZGQ 0.50 330 80M 2,500 All Country High Quality
Can I get your thoughts about any of these 3 ETF's from BMO for a buy and hold investor? Should one be concerned with the relatively low trading volumes? The general performance of all three ETFs look better than their underlying indexes.
The ETF's appear to rebalance/reconstitute semi-annually so my thinking is these might be good as core holdings for a long term investor since they are always suppose to hold the best quality stocks.
Here is the BMO summary of the product;
1. selects high ROE stocks
2. selects stocks with stable year over year earnings growth
3. selects stocks with low financial leverage
4. caps max. stock weighting at 5%
MER Holdings AUM AvgVol Description
ZUQ 0.34 126 330M 7,200 US High Quality
ZEQ 0.45 126 260M 6,400 Europe High Quality CAD Hedged
ZGQ 0.50 330 80M 2,500 All Country High Quality
- iShares Core S&P/TSX Capped Composite Index ETF (XIC)
- INVESCO QQQ Trust (QQQ)
- SPDR Dow Jones Industrial Average ETF (DIA)
Q: Hi,
Sorry I should of clarified my previous question. Can you suggest funds that follow the DOW, Nasdaq, S&P 500 and the TSX. Would also like a good gold fund or company. Thank you
Sorry I should of clarified my previous question. Can you suggest funds that follow the DOW, Nasdaq, S&P 500 and the TSX. Would also like a good gold fund or company. Thank you
- Raytheon Company (RTN)
- iShares U.S. Aerospace & Defense ETF (ITA)
- SPDR S&P Aerospace & Defense ETF (XAR)
Q: regarding the RTN/ITA question an option is the equal-weight SPDR ETF XAR...Boeing is about 4-5% weight
- iShares Core S&P/TSX Capped Composite Index ETF (XIC)
- Vanguard FTSE Canada All Cap Index ETF (VCN)
- Vanguard U.S. Dividend Appreciation Index ETF (VGG)
- Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH)
Q: Peter
I am not to familiar with ETF'S
I just bought a little of CDZ last week i am looking for another one to hold for atleast 3 to 5 years in my TFSA . There are so many around, would you say i will be safe with an utility one or what will you suggest. If you can give me one in the TSX i would prefer it. Thanks
I am not to familiar with ETF'S
I just bought a little of CDZ last week i am looking for another one to hold for atleast 3 to 5 years in my TFSA . There are so many around, would you say i will be safe with an utility one or what will you suggest. If you can give me one in the TSX i would prefer it. Thanks
- PowerShares S&P SmallCap Information Tech Ptf (PSCT)
- Invesco S&P 500 Equal Weight Technology ETF (RYT)
Q: Can you recommend a small/medium cap tech ETF?
Thank you for considering my question
Thank you for considering my question
Q: HLL ETF. I cannot find any details on what is in this ETF. Hope you can help me with some information
Q: Van you recommend an ETF which is mainly comprised of US chip makers - AMD, Micron etc. Thanks
Q: Could you please explain where the best place for a global or US mutual fund or etf is to be held and why?
Thanks
Thanks
Q: Can you suggest a unhedged etf for USA market exposure and low volatility and low mer
- iShares Russell 2000 Growth ETF (IWO)
- BMO Low Volatility US Equity ETF (ZLU)
- BMO S&P 500 Index ETF (ZSP)
- INVESCO QQQ Trust (QQQ)
- Invesco S&P 500 High Dividend Low Volatility ETF (SPHD)
- Vanguard Total Stock Market ETF (VTI)
- iShares Core S&P 500 ETF (IVV)
Q: Could I please have 5 recommendations for investment in Canadian stocks and/or Canadian ETF's focused on the US market. I currently have no investments in the US market in my RRIF. Thanks
- Global X Canadian Select Universe Bond Index Corporate Class ETF (HBB)
- Global X S&P 500 Index Corporate Class ETF (HXS)
- Global X S&P/TSX 60 Index Corporate Class ETF (HXT)
- Global X Intl Developed Markets Equity Index Corporate Class ETF (HXDM)
Q: I have a non-registered account, with 8-10 years before the funds are needed. To minimize tax, we would like focus on 100% capital gains, if possible. Can you recommend some ETFs or individual stocks? We have been looking at Horizon's corporate class ETFs. Thanks for your continued excellent non-biased reports!! Grant
Q: Would there be withholding tax on this fund if held in a non registered account since it is sold in Canadian dollars ? Joe
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
Q: Hello Peter , I like divi , performance and low fees on this. What I dont like in VDY is high concentration to FINANCIALS ( and then ENERGY). Do you have any alternate suggestions with bit more rounded of sector holding and offering similar benefits.
Thanks
Thanks
- BMO Aggregate Bond Index ETF (ZAG)
- iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
- iShares Convertible Bond Index ETF (CVD)
- iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
Q: I currently have about 7 1/2 % of my RIF in bonds and would like to double that position - on the safer end . As a percent of total portfolio (Rif, non-Registered, TFSA) my holdings now are:
CBO <1%
CVD 1.1%
XHY 2.1%
ZAG 3.8%
Could you suggest what else to add or what adjustments to make to the above. Many thanks
CBO <1%
CVD 1.1%
XHY 2.1%
ZAG 3.8%
Could you suggest what else to add or what adjustments to make to the above. Many thanks
- BMO Low Volatility US Equity ETF (ZLU)
- BMO US High Dividend Covered Call ETF (ZWH)
- Invesco S&P 500 High Dividend Low Volatility ETF (SPHD)
Q: I have some $ in zwh and I am looking to add either sphd or zlh for more u.s. exposure with capital preservation and income. Would you please evaluate these 3 etf and make a recommendation. Thank you.
Q: Can you please recommend an Active ETF and Momentum ETF that you would consider buying How often Active and Momentum management change their portfolio.
If possible in Canadian dollar.
Thanks for your great service.
If possible in Canadian dollar.
Thanks for your great service.
Q: Hi Team
is there any etf that are similar to VGG that is focus on Asian?? is there any you would recommend for a long term hold?
is there any etf that are similar to VGG that is focus on Asian?? is there any you would recommend for a long term hold?
Q: I've been listening to Larry Berman for a while now on Bloomberg and I am curious about your opinion of his BMO Tactical Dividend Fund.
- Knight Therapeutics Inc. (GUD)
- iShares Global Healthcare Index ETF (CAD-Hedged) (XHC)
- iShares U.S. Medical Devices ETF (IHI)
Q: I am looking to increase my investment in Canada and US/International healthcare. Do you have any suggestions? Thanks