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He likes Canadian industrials despite the tariffs furor. He likes this ETF and hold and buy it.

He likes low-MER ETFs and this one is only five basis points. Also, this covers the US mid-caps and not the FANG-dominated NASDAQ or S&P 500, giving you access to parts of the economy that have moved up. The U.S. has some ways to go.

US mid-caps with the Canadian hedge. The US economy will continue to grow. Low MER.

MER has fallen from 40 to 20 basis points, and pays a yield over 4%. A good, pure dividend pay with a low MER.

(Past Top Pick on April 13, 2017, Up 10%) It's Vanguard so it offers a low MER (which he likes) at 6 basis points, and this one drills down into the Canadian small-caps

Do you ever cover the short sold calls or leave them alone till expiry? When dealing with options, there are two components in the price: time value and intrinsic value. He looks at how much the time value has been squeezed out of option? One rule: When you get to expiry, close everything out.

When you do covered calls on the banks, do you make the covered call right away or wait for the share price to rise? He does it simultaneously. He looks for the price of the option to the bank, and looks for the ex-dividend date so he can capture two dividend periods.

Horizon ETFs: pros and cons: Most Horizon ETFs don't list the stocks inside, because they are total return ETFs, meaning they don't pay distributions, such as HXT-T. This reduces the capital gains. These are swap- and not index-based. They have a counter party, namely National Bank and CIBC, who swap the return on the portfolio. There's very slight added risk, not much. He owns some Horizon ETFs. This is very tax advantageous in non-registered accounts.

Closet indexing: It's a negative description where active portfolio managers are making their selections, but are really just buying the index. As a result, you're paying over 2% for near-zero input from the portfolio manager. You may as well buy the XIC or XIU. You're not getting what you're paying for. Also, ETF index investing outperforms active management 80% of the time. Lastly, it's nonsense that ETFs will cause the next crash: ETF's are not that dominant.

How to avoid being called away (and being charged steeped commissions) before the expiry date? Puts get exercised quicker than calls for some reason--and get nasty surprises. Watch how close the option was to the underlying asset. Sometimes these anomolies arise and you get exercised. It happens. Never sell a call that's naked.

This and a similar Vanguard ETG are nearly the same, except one is hedged and the other is not. He prefers not to be hedged, because he sees weakness in the Canadian dollar, to improve his return.

A new ETF that lets their computers determine the asset allocation. No thanks. Instead, look at ROBO.

He doesn't know some of the stocks in this. MER isn't bad at 55 basis points. An interesting ETF, though nich-y for him. If you want to take on some of the risk, there's nothing wrong with this one. An interesting part of the marketplace and increasingly important. But what is the quality of the stocks in it?

What infrastructure ETF to buy that's not US dominant? ZGI-T from BMO, but that is mostly U.S. IGF-T has more Canadian infrastructure, like Trans Mountain. He'd rather see an ETF that's more construciton- or engineering oriented.

What's the difference between managed and passive index ETFs? If it charges between 5-20 basis points, it's an index. More than that, it's managed. Then there are smart-beta ETFs which are run by ex-mutual fund managers using their mutual fund principles in an ETF at much lower cost.