In today’s episode, portfolio managers Matt Montemurro, Omanand Karmalkar, and your host, Sa’ad Rana, examine tax loss selling strategies to help crystallize losses and get similar, more tax-efficient exposure. They also discuss Canadian banks, the low volatility factor, reducing risk with a barbell approach, and reinvesting in technology. Read the episode summary.

Sa’ad Rana is a Senior Associate at BMO Global Asset Management. He is joined on the podcast by Matt Montemurro and Omanand Karmalkar, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on October 5, 2022.

ETFs mentioned in the podcast:

BMO Canadian Bank Income Index ETF (Ticker: ZBI)

BMO Low Volatility US Equity ETF (Ticker: ZLU)

BMO Low Volatility Canadian Equity ETF (Ticker: ZLB)

BMO S&P/TSX Capped Composite Index ETF (Ticker: ZCN)

BMO Ultra Short-Term Bond ETF (Ticker: ZST)

BMO NASDAQ 100 Equity Index ETF (Ticker: ZNQ)

BMO Discount Bond Index ETF (Ticker: ZDB)

BMO Short-Term Discount Bond ETF (Ticker: ZSDB)

BMO Covered Call Technology ETF (Ticker: ZWT)

Disclosure:

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