This Week in ETFs: From March 25-29

Time to Lock in Profits? BMO’s Buffer ETFs Offer Efficient Peace of Mind.

Mar. 26, 2024

NEW: Fed Holds & Hints 3 Cuts to Come | Listen to Podcast

ETF FOCUS OF THE WEEK 

  • Time to Lock in Profits? Two famed researchers in behavioural finance once hypothesized the psychological pain of loss is about twice as powerful as the pleasure of gaining. After strong performances from U.S. stocks over the past two quarters, we find ourselves dusting off the pair’s work and asking, is now the time to lock in gains and take some downside insurance? Portfolio Manager Chris McHaney shares how BMO’s Buffer ETFs can offer efficient peace of mind. Read the Strategy

BANKS SPECIAL

  • Decoding Q1 Canadian Bank Earnings: In this special episode, Sohrab Movahedi, Chris Heakes, and Daniel Stanley discuss the first quarter earnings from Canada’s​“Big Six,” breaking down the recent results and the macro trends impacting markets. Listen | Read

READ OUR BEST TRADE IDEAS

  • The Bulls Keep Running — Why Markets Remain Upbeat: BMO GAM’s Monthly House View report. Read
  • Navigate Uncertainty: Potential interest rate scenarios and BMO ETFs that would benefit from each. Read
  • 6 BMO ETFs Yielding 6% or More: Yield you can trust for growth and income.1 Read
  • Why Gold Could Continue to Glitter. Three trends supportive of gold in 2024 and beyond. Read
  • Swap Your Nvidia Stock. Is it time to consider diversification from Nvidia and the Magnificent 7? Read
  • ZST vs. HISA: Why the BMO Ultra Short-Term Bond ETF is an attractive alternative to HISA ETFs. Read

YEAR-END TAX BREAKDOWN

  • BMO ETFs 2023 Tax Parameters: The tax factors of distributions earned in 2023. Download PDF
  • What to Expect During Tax Season: Breaking down frequently asked questions, including the tax treatments for various ETF distributions. Read
  • 2024 Wealth Planning: A quick reference guide for retirement planning facts and figures. Read

KNOW YOUR PRODUCT

  • Announcement: See the list of cash distributions for certain BMO ETFs and ETF Series of BMO mutual funds for March 2024. Read
  • A Place to Park Cash: Explore the top benefits of money market and ultra short-term bond ETFs. Read
  • BMO Fixed Income ETFs Snapshot: An enriched data set, including tax equivalent yield. Read
  • At a Glance: Key facts and historical performance of the BMO S&P/TSX 60 Index ETF (Ticker: ZIU). Read
  • Volatility and Derivatives Insights: See our latest Covered Call and Enhanced Income Report. Read

LISTEN TO YOUR PORTFOLIO MANAGERS

  • It’s Still​‘Too Early’ for Cuts. Omanand Karmalkar and Matt Montemurro Listen | Read

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1Annualized Distribution Yield as of March 8, 2024: This yield is calculated by taking the most recent regular distribution, or expected distribution, (excluding additional year end distributions) annualized for frequency, divided by current NAV. The yield calculation does not include reinvested distributions. Source: BMO Global Asset Management.

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