Hi Dan, please comment on Hamilton ETF

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Are there any Hamilton ETF that you would consider a buy and why?

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Asked on July 5, 2025 11:49 pm
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There are a few Hamilton ETFs I like. Their banking ETF HEB is one of the best around. It offers the lowest fee exposure to the big 6 you can find. If you're looking to take on a bit of leverage in regards to the Big 6 Banks, HCAL is also a solid play as it simply holds HEB but then deploys leverage. Obviously leverage works both ways, larger gains but largest losses, but I think in regards to Canadian Banks volatility is low and in that case I am personally fine with it but an individual investor themselves must be fine with it.

Their newer dividend growth ETFs CWIN and SWIN are interesting as well, but they don't have a lot of history so I will reserve my opinions on those until they have a few years worth of returns. They also have a pretty interesting ETF that gives you exposure to the Australian Banks. They have a very similar setup to ours, dominated by a select few players. That ticker is HBA.

I am not a fan of many of their covered call/leveraged ETFs. My opinions on these types of ETFs are pretty firm, I think investors are lured in by the higher income generation and over the long-term they will sacrifice overall returns to do so. However, if you're insistent on high income funds, I'd argue they are the best fund manager in the country providing them.

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Posted by Dan Kent
Answered on July 8, 2025 7:58 am