Bmo Preferred Share Etf Profile

ZUP-U Etf  USD 19.64  0.25  1.26%   

Performance

10 of 100

 
Weak
 
Strong
OK
BMO Preferred is selling for under 19.64 as of the 18th of April 2024; that is -1.26% down since the beginning of the trading day. The etf's last reported lowest price was 19.64. BMO Preferred has 50 percent odds of going through some form of financial distress in the next two years but had a very ok returns during the last 90 days. Equity ratings for BMO Preferred Share are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of June 2022 and ending today, the 18th of April 2024. Click here to learn more.

BMO Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. BMO Preferred's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding BMO Preferred or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Business Concentrationnull, BMO Asset Management Inc (View all Sectors)
Updated At18th of April 2024
BMO Preferred Share [ZUP-U] is traded in Canada and was established 2017-02-03. The fund is listed under null category and is part of BMO Asset Management Inc family. BMO Preferred Share at this time have in net assets. , while the total return for the last year was 3.73%.
Check BMO Preferred Probability Of Bankruptcy

Top BMO Preferred Share Etf Constituents

BHFAPBrighthouse FinancialPreferred StockFinancials
QRTEPQurate RetailPreferred StockInternet Retail
TCBIOTexas Capital BancsharesPreferred StockBanks—Regional
More Details

BMO Preferred Target Price Odds Analysis

Attributed to a normal probability distribution, the odds of BMO Preferred jumping above the current price in 90 days from now is about 50.0%. The BMO Preferred Share probability density function shows the probability of BMO Preferred etf to fall within a particular range of prices over 90 days. Assuming the 90 days trading horizon BMO Preferred has a beta of 0.1011. This usually means as returns on the market go up, BMO Preferred average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding BMO Preferred Share will be expected to be much smaller as well. Additionally, bMO Preferred Share has an alpha of 0.0285, implying that it can generate a 0.0285 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 19.64HorizonTargetOdds Above 19.64
49.29%90 days
 19.64 
50.00%
Based on a normal probability distribution, the odds of BMO Preferred to move above the current price in 90 days from now is about 50.0 (This BMO Preferred Share probability density function shows the probability of BMO Etf to fall within a particular range of prices over 90 days) .

BMO Preferred Share Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. BMO Preferred market risk premium is the additional return an investor will receive from holding BMO Preferred long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in BMO Preferred. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although BMO Preferred's alpha and beta are two of the key measurements used to evaluate BMO Preferred's performance over the market, the standard measures of volatility play an important role as well.

BMO Preferred Share Technical Analysis

Transformation
The output start index for this execution was zero with a total number of output elements of sixty-one. BMO Preferred Share Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe BMO Preferred price patterns.

BMO Preferred Against Markets

Picking the right benchmark for BMO Preferred etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in BMO Preferred etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for BMO Preferred is critical whether you are bullish or bearish towards BMO Preferred Share at a given time. Please also check how BMO Preferred's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in BMO Preferred without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Portfolio Dashboard Now

   

Portfolio Dashboard

Portfolio dashboard that provides centralized access to all your investments
All  Next Launch Module

How to buy BMO Etf?

Before investing in BMO Preferred, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in BMO Preferred. To buy BMO Preferred etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of BMO Preferred. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase BMO Preferred etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located BMO Preferred Share etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased BMO Preferred Share etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as BMO Preferred Share, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in BMO Preferred Share?

The danger of trading BMO Preferred Share is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of BMO Preferred is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than BMO Preferred. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile BMO Preferred Share is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in BMO Preferred Share. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in employment.
You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
Please note, there is a significant difference between BMO Preferred's value and its price as these two are different measures arrived at by different means. Investors typically determine if BMO Preferred is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, BMO Preferred's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.