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DON'T BUY

Good long-term hold? Try to be careful on theme-oriented ETFs. Don’t confuse good intentions like wanting clean water with investing. Small-cap stuff is volatile. Use your portfolio in a more conventional way. Don’t try to serve more than one purpose with your portfolio. Social agenda should be separate.

E.T.F.'s
DON'T BUY

The future is Asia ex-Japan. This is the most direct way to do it. The #1 holding, Samsung, is 22% of the fund. Country funds tend to have a premium on the MER. Better way would be to just buy Samsung. Once you deconstruct the ETF, you see that it relies on just 1 or 2 stocks.

E.T.F.'s
COMMENT

Investing in Russia? All these countries have an intersection of capitalism and communism or a dictatorship. Cautious because of the dominance of energy, which duplicates energy risk that you’d already have in Canada, plus adding political risk.

Unknown
TOP PICK

When you’re investing in EM, you’re investing in the future. This is where the growth will be. Dominated by China, technology, and AI as a product, where the Chinese are moving ahead of the US. His firm has 10% of portfolios in this area, they believe in this story so much. Huge potential middle-class populations in the EM like India and China.

E.T.F.'s
TOP PICK

Late cycle, so want deep cyclicals, which are going to react the best. Global base metals are probably the #1 sector to play late cycle. Dominated by all the great base metals companies like BHP and Rio Tinto. Good exposure to copper and zinc. Zinc is part of the theme of electric cars, and batteries are moving from cobalt to zinc especially in China. New money hasn’t gone into this area, and continuing global growth needs these metals.

E.T.F.'s
TOP PICK

Contains the S&P 500 equal weight, not hedged. De-emphasizes technology, while still being in the S&P 500. Equal weighted, big cap portfolios tend to perform better than S&P 500 market caps over long periods of time. Keep this as the anchor for American exposure.

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