iShares N.A. Technology ETF (IGM-N)

The challenge with tech is that there are a couple different groups within the sector. There are very expensive beneficiaries of the pandemic, such as ZOOM, which are challenges. They do not have traditional valuation metrics. Other groups exist, like FANG and Microsoft. It is not the best value opportunity however.

Apple, Microsoft, Amazon, Facebook, Alphabet. Lets a Canadian tap into this market. Up almost 40% in last year. Very steady performance in last 2-3 years. Tech stocks are unique in that their penetration in their own market and others is such that they’re going to continue to grow in the future. All big companies, and quite a mix.

(A Top Pick May 18/17 - Up 34%.) Just bought more recently. This sector is going to continue to roll along.

This has been a great performer. He's gotten a little worried about it because it has done so well, and has taken some profits here and there. If you want to get into that area in a diversified way, this has all the Fang stocks and has done exceptionally well. The US economy looks in pretty good shape. The industry, as a whole, will continue to do well as long as the US economy is perking along, and will tend to do better than other segments. Not a bad place to put your money, but he wouldn't overweight it at the present. There might be a further correction sometime in January that will offer a better opportunity.

This got whacked badly by the US$. If you like techs, this has all the best names in it. The US is still the best tech investment area globally, and this is a way to step in. Tech is still king in North America.

(A Top Pick Aug 12/16. Up 24.92%.) He still likes technology. It recently sold back very smartly, because of currency. If you want to get into technology that you can’t find in Canada, this is a nice way to do it.

This is the Tech sector in the US. It is a way to get on that train and ride it just as long as you want. The chart has a steady, upward move. There are a few dips here and there, but any time it does dip, that is a buying opportunity.

(A Top Pick Oct 23/15. Up 9.03%.) If you want to get into the Tech sector in the US, this is a reasonable way. If the US economy is going to move ahead, as it has, tech companies can do okay.

This has been quiet lately, but he sees the Tech sector starting to come back in the US, and he is quite positive on the US economy. This ETF has started to show some signs of life after plateauing for a little while. Gives you good diversification.

(A Top Pick June 26/15. Up 7.28%.) This is his attempt to get into the US market. A well diversified ETF.

Had written his recommendation yesterday saying that it was poised to break out. It did so today. It is diversified and has all the big guys in it. He is a believer that the Tech sector has languished a little over the last 8-9 months. But this is a sector, particularly in the US structure, that is bound to do well.

You get US exposure and are able to participate in the Technology area. It is relatively safe and you get a kicker out of the US dollar which he thinks will be strong for the next 6 to 9 months.

(A Top Pick Dec 12/13. Up 21.94%.) All the big tech guys are in here. He has found this to be a pretty solid performer. The tech industry in the US is still the leading edge in the world.