Where to put CASH? For floating rate notes, the coupon payment goes up as it adjusts. HFR-T is an ETF for this. It is an actively managed ETF. He just put 10% of one portfolio into this.

He loves the transportation and distribution business in the US (pipelines). These guys are probably one of the better positioned players in the US space. He owns AMLP-N for this exposure. It is quite interest rate sensitive. It is a yield play. It is close to the top end of the range.

It is losing a lot of long term momentum. We have not taken out any big supports but the $48 2017 support is pretty critical. If it break these then you have to question it. It's okay right now and you could buy into a dip.

BMO U.S. dividend: make sure there's a quality measure in this ETF. US equities are doing quite well. This is offered in hedged and unhedged. Consider both 50/50 for portfolio diversity. It'll be large-cap names. This is not horrible.

The A market in China is inaccessible to foreigners. The MCSI EM market will expand in 10 years for Chinese stocks to comprise nearly-zero to 16% of it to be Chinese stocks. That means a tidal wave of money will flood into the Chinese stock market. Now, it doesn't have the liquidiity, but now is a chance to get in before the big boys do. There's a lot of growth here. Get in early. This is the second-largest market cap and GDP in the world.

This month it will likely be included in MSCI exmerging market indexes. Saudi Arabia is the largest exchange in the Middle East and the seventh-largest exchange with Saudi Aramco coming. There are challenges in Saudi Arabia, namely women's rights, and have a long way to go. But this society could become enlightened and you can capitalize on it.

This is a good global balanced fund with low-risk, offering diversification for Canadian portfolios.