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Life & Banc Split Corp T.LBS

Alternate Symbol(s):  LFBCF | T.LBS.PR.A

Life & Banc Split Corp. (the Fund) is a Canada-based mutual fund company. The Fund's investment objective is to provide holders of Preferred shares with fixed cumulative preferential quarterly cash distributions and to return the original issue price on the maturity date, and to provide holders of Class A shares with regular monthly cash distributions and the opportunity for growth in Net Asset Value per Class A share. To achieve these objectives, the Fund invests in a portfolio comprised of common shares of approximately six Canadian banks and four publicly traded Canadian life insurance companies. The Fund also writes covered call options and cash-covered put options in respect of the portfolio to generate additional distributable income for the Fund and/or to reduce the volatility of the Fund. The Fund's investment manager is Brompton Funds Limited.


TSX:LBS - Post by User

Bullboard Posts
Comment by spazzmanon Sep 17, 2011 3:21pm
339 Views
Post# 19054249

RE: What is the best idea lbs or bmo etf or bmo ca

RE: What is the best idea lbs or bmo etf or bmo ca What is the best idea lbs or bmo etf or bmo calls

It all comes down to how well you want to sleep at night.  
All of these funds follow the financial index graph so none willhelp you escape this markets volatility.  The BMO products are lessintense.  If there is a double diprecession then all will drop with the market.  
LBS pays a higher yield becauseonce the holdings value drop below the $15.00 threshold (currently $16.11) thenthis great dividend is suspended.  Thisrisk premium is why we are getting 17%.  LBS holds a higher exposure to insurance companies and therefore is riskier then DGS, another favorite on mine paying just under 14%.   All will follow the Canadian financial sector, which mirrors the US and European financials.  IF/when Greece defaults we could see this entire sector tank globally, just know that Canada will recover faster.    
  The BMO products are safer and therefore pay a lower yield.  If you want cover call action then I would advise looking at Horizons' HEX, HEE, HEP, and as financial sector play HEF.  Owning all four funds gives you a complete diversified holding of the Canadian market.  Covered call earnings are paid along with dividend and some capital gains.  Together they add up to fantastic yields.  However the payouts vary month to month so I would not want to tie my mortgage payment to this income stream.    
JMHO


Disclosure: I own LBS (bought more Friday), DGS, HEX, HEP, HEE.                

Bullboard Posts