NASDAQ 100 Equity Hedged-Cnd$ ETF. As some of the US economy will be growing slower, real growth will be in the NASDAQ. Has about 20% health care. This is pretty much a core holding for him.

(A Top Pick March 4/10. Up 11.27%.) S&P/TSX 60 ETF. Half of the revenue of these companies is coming from offshore. Uses covered call strategy on this also.

(A Top Pick March 4/10. Up 10.17%.) S&P/TSX Energy ETF. Yield of 2.1%

(A Top Pick March 4/10. Up 1.95%.) Yield to maturity is the most important thing and is currently about 2% and current yield is about 3.6%.

Natural Gas ETF. Quite volatile and he has very little exposure to it. At some point natural gas will go up but doesn’t see it on the horizon right now. If you own, consider for tax loss selling.

S&P Global Water ETF. Not something he would be interested in.

Junior gold producers ETF (not exploration), which should give you some good leverage on the gold position. More speculative than the large producers, but nothing wrong with it.