VANGUARD FTSE EMERGING MKTS ALL CAP IDX (VEE.TO)

Good choice for EM exposure? Yes, though Vanguard products are all inexpensive. Core block in emerging markets. Not a lot of small stuff anymore.

An area that he watched for a long time and finally decided to invest in. Growth in these countries is going to be higher than in Canada. 34% China, 14% India. Not a significant part of the portfolio. 5-6% of the portfolio.

(A Top Pick April 27, 2017, Up 12%) Has held up well, year to date, in a bad market and continues to own it. The U.S. market began the year overvalued, so emerging markets has fair value with the potential for growth.

This gives you 30% exposure to China, plus 15% and 12% between Taiwan, India, etc. He would still be allocating money to emerging markets.

If he was going to play the emerging market he would certainly choose that one because it’s Vanguard and the cost is going to be very low. He hasn’t been playing very much in the emerging market, because in general the S&P 500 has half of its earnings come from non-U.S. sources so you are actually playing the emerging market already. Since a lot of the global economy seems to be improving, he has taken a look at this, but it’s just that right now he prefers the U.S.

The problem with this is that you are going to have a very static country allocation. However, it is Cdn$ hedged which is a good thing. He also owns the Goldman Sachs Active Beta Emerging Market ETF (GEM-N) which has a very, very low management fee. He likes this one because it is actively managed.

$40,000 in a TFSA to invest in US and international equities giving protection of the principal amount? When looking at US and International ETF’s, he is not a huge fan of emerging markets. If he were doing it, he would look at VEE-T emerging-market, ZWE on Europe and the XSP on the S&P 500.

On a longer-term basis, emerging markets are going to be an area that will continue to grow. It is the riskiest of all the classes. Vanguard’s are generally very inexpensive, and this is as good as any for tracking this particular market.

Our Canadian markets can be somewhat correlated to emerging markets. VEE-T gives you participation in the fast growing Chinese market. In other emerging market ETFs there could be North Korea because they are considers part of the emerging word by some providers. There is a tech leaning to this ETF.

(A Top Pick May 2/16. Up 30.06%.) The product that he talks about more than anything else. The single most recommended ETF in his practice. It gives broad exposure to emerging markets. If you want growth, you have to go where the world is growing, which is emerging markets.

The one thing he always tells people they should be looking at, because emerging markets are such an important part of where investors, who want some kind of growth, need to be.

This continues to surprise him on its upside. If you really believe in global economic growth over the next 2-3 years, and looking for something that has a little bit better valuation than this really hot US market, this is potentially where you could get a little higher yield and it is a pretty good macro economic backdrop in this space. Very low cost.

(A Top Pick May 2/16. Up 24%.) This is something that he recommends quite often. He is a big fan of emerging markets, and in his mind, this is the best single way to play it. It is a most broadly diversified and the lowest cost.

(He’s been telling people for years that they should be buying more emerging markets. Tonight, he is giving 3 different ways to play the same theme.) If there was only one way to play it, this would be the one that is the most diversified and the lowest cost.

(A Top Pick Feb 26/16. Up 28.42%.) Doesn’t think there is a single ETF he has recommended more on BNN than this one. He thinks about what you should buy and hold for a very long time. Emerging markets are under owned by Canadians. Most Canadians have too much money in Canada and they should be outside of Canada, and emerging markets are growing faster than any other part of the world, and are less strongly correlated than any other part of the world. Still a buy.