Sleep at Night ETFs – by Larry Berman

Sleep at Night
Tactical Dividend ETF | ZZZD

Sleep at Night
Tactical Dividend ETF

BMO
Tactical Dividend
ETF Fund | ZZZD

ZZZD is an Exchange Traded Fund version of the award winning BMO Tactical Dividend ETF Fund managed by Larry Berman. ZZZD holds the Tactical Dividend ETF Mutual Fund inside an ETF format listed on the TSX. ZZZD gives you the exact same strategy with the intra-day tradeability of an ETF. Since ZZZD just launched on January 14, 2019 – see the performance history of the Tactical Dividend ETF Fund (in the box to the right)

BMO
Tactical Dividend
ETF Fund

This multi-award winning fund’s objective is to provide long term capital growth and current income. To accomplish this, we actively manage a diversified portfolio of exchange traded funds that give us exposure to income producing securities. All the while we manage the portfolio with a value investment style – increasing exposure to assets with an attractive valuation, while reducing positions in ETFs that are relatively expensive.

BMO
Tactical Balanced
ETF Fund

This is generally the most defensive of all the Sleep at Night Portfolios. Its objective is to provide long-term capital growth and preservation of capital by investing primarily in a diversified portfolio of global equity and fixed income exchange traded funds. The fund has a broad dynamic range for its asset mix – giving Larry Berman and ETF Capital Management the discretion to make significant tactical shifts over time – to reflect our outlook for market risk and each asset class.

BMO
Tactical Global Growth
ETF Fund

The Growth strategy still has the “Sleep at Night” factor in its DNA, but is the most long-term capital growth focused of the family. The fund invests primarily in a diverse portfolio of global equity exchange traded funds. The fund’s asset mix with respect to equities and bonds may be changed over time to reflect the portfolio manager’s outlook. The fund aims to deliver more up-market capture than down-market capture – aiming to improve risk adjusted returns compared to its benchmark, however it should be considered the most aggressive of all the “Sleep at Night” portfolios.

CLICK HERE

ETF Fund Mutual Fund

BMO
Tactical Dividend
ETF Fund | ZZZD

ZZZD is an Exchange Traded Fund version of the award winning BMO Tactical Dividend ETF Fund managed by Larry Berman. ZZZD holds the Tactical Dividend ETF Mutual Fund inside an ETF format listed on the TSX. ZZZD gives you the exact same strategy with the intra-day tradeability of an ETF. Since ZZZD just launched on January 14, 2019 – see the performance history of the Tactical Dividend ETF Fund (in the box to the right)

CLICK HERE

BMO
Tactical Dividend
ETF Fund

This multi-award winning fund’s objective is to provide long term capital growth and current income. To accomplish this, we actively manage a diversified portfolio of exchange traded funds that give us exposure to income producing securities. All the while we manage the portfolio with a value investment style – increasing exposure to assets with an attractive valuation, while reducing positions in ETFs that are relatively expensive.

CLICK HERE

BMO
Tactical Balanced
ETF Fund

This is generally the most defensive of all the Sleep at Night Portfolios. Its objective is to provide long-term capital growth and preservation of capital by investing primarily in a diversified portfolio of global equity and fixed income exchange traded funds. The fund has a broad dynamic range for its asset mix – giving Larry Berman and ETF Capital Management the discretion to make significant tactical shifts over time – to reflect our outlook for market risk and each asset class.

CLICK HERE

BMO
Tactical Global Growth
ETF Fund

The Growth strategy still has the “Sleep at Night” factor in its DNA, but is the most long-term capital growth focused of the family. The fund invests primarily in a diverse portfolio of global equity exchange traded funds. The fund’s asset mix with respect to equities and bonds may be changed over time to reflect the portfolio manager’s outlook. The fun aims to deliver more up-market capture than down-market capture – aiming to improve risk adjusted returns compared to its benchmark, however it should be considered the most aggressive of all the “Sleep at Night” portfolios.

CLICK HERE

ETF Fund Mutual Fund

BMO
Tactical Dividend
ETF Fund | ZZZD

ZZZD is an Exchange Traded Fund version of the award winning BMO Tactical Dividend ETF Fund managed by Larry Berman. ZZZD holds the Tactical Dividend ETF Mutual Fund inside an ETF format listed on the TSX. ZZZD gives you the exact same strategy with the intra-day tradeability of an ETF. Since ZZZD just launched on January 14, 2019 – see the performance history of the Tactical Dividend ETF Fund (in the box to the right)

CLICK HERE

BMO
Tactical Dividend
ETF Fund

This multi-award winning fund’s objective is to provide long term capital growth and current income. To accomplish this, we actively manage a diversified portfolio of exchange traded funds that give us exposure to income producing securities. All the while we manage the portfolio with a value investment style – increasing exposure to assets with an attractive valuation, while reducing positions in ETFs that are relatively expensive.

CLICK HERE

BMO
Tactical Balanced
ETF Fund

This is generally the most defensive of all the Sleep at Night Portfolios. Its objective is to provide long-term capital growth and preservation of capital by investing primarily in a diversified portfolio of global equity and fixed income exchange traded funds. The fund has a broad dynamic range for its asset mix – giving Larry Berman and ETF Capital Management the discretion to make significant tactical shifts over time – to reflect our outlook for market risk and each asset class.

CLICK HERE

BMO
Tactical Global Growth
ETF Fund

The Growth strategy still has the “Sleep at Night” factor in its DNA, but is the most long-term capital growth focused of the family. The fund invests primarily in a diverse portfolio of global equity exchange traded funds. The fund’s asset mix with respect to equities and bonds may be changed over time to reflect the portfolio manager’s outlook. The fun aims to deliver more up-market capture than down-market capture – aiming to improve risk adjusted returns compared to its benchmark, however it should be considered the most aggressive of all the “Sleep at Night” portfolios.

CLICK HERE

ETF Fund Mutual Fund

About Larry Berman’s
Sleep at Night Funds and ETF

Investments tend to swing up or down in value – known as volatility and it’s the price we pay to earn our long-term returns. Your ability to stay the course is likely the biggest obstacle you’ll face on the path to your goals.

At times, you’ve probably been tempted to sell your investments after your portfolio declined sharply. Volatility can also sweep you to into the latest investment mania, only to realize it was too late – and you end up selling at a loss. This reactive approach means investors often miss the recoveries that tend to follow market declines. This unintentional cycle of buying high and selling low can impact your net worth over time – often more so than the actual investments you choose.

As interest rates have fallen to levels where traditional investment thinking no longer works, you now face a dual challenge: Taking on more risk to generate the cash flow you require, AND the possibility of outliving your money. This raises the stakes, elevates anxiety, and makes you more susceptible to the kind of decisions which can derail the best laid plans.

To break the cycle, you need an investment strategy that accounts for human emotions. By smoothing out portfolio volatility, and delivering better “risk adjusted returns” we can help you sleep better at night. Since our Private Client services require a min of $1 Million dollars, we created the “Sleep at Night” suite of solutions with BMO so investors with any size portfolio can “Get Some ZZZs” !

2017, 2018 & 2019 Winner
Fundata
A+ FundGrade Awards

2017 and 2018
Morningstar
5-Star Ranking

2018 Winner
Thomson Reuters
Lipper Fund Award

News & Articles

Weekly Fund Update

August 29, 2022

BMO Tactical ETF Funds, Managed by Larry Berman. Weekly Commentary to August 26, 2022

Weekly Fund Update

August 22, 2022

BMO Tactical ETF Funds, Managed by Larry Berman. Weekly Commentary to August 19, 2022

Weekly Fund Update

August 15, 2022

BMO Tactical ETF Funds, Managed by Larry Berman. Weekly Commentary to August 12, 2022

Weekly Fund Update

August 8, 2022

BMO Tactical ETF Funds, Managed by Larry Berman. Weekly Commentary to August 5, 2022

Weekly Fund Update

August 2, 2022

BMO Tactical ETF Funds, Managed by Larry Berman. Weekly Commentary to July 29, 2022

Weekly Fund Update

July 25, 2022

BMO Tactical ETF Funds, Managed by Larry Berman. Weekly Commentary to July 22, 2022

Weekly Fund Update

July 18, 2022

BMO Tactical ETF Funds, Managed by Larry Berman. Weekly Commentary to July 15, 2022

Weekly Fund Update

July 11, 2022

BMO Tactical ETF Funds, Managed by Larry Berman. Weekly Commentary to July 8, 2022

Weekly Fund Update

June 27, 2022

BMO Tactical ETF Funds, Managed by Larry Berman. Weekly Commentary to June 24, 2022

Weekly Fund Update

June 13, 2022

BMO Tactical ETF Funds, Managed by Larry Berman. Weekly Commentary to June 10, 2022

Weekly Fund Update

June 6, 2022

BMO Tactical ETF Funds, Managed by Larry Berman. Weekly Commentary to June 3, 2022

Weekly Fund Update

May 30, 2022

BMO Tactical ETF Funds, Managed by Larry Berman. Weekly Commentary to May 27, 2022

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