Fixed income is broken. Returns are likely to stay low for a long time. This ETF has a basket of index inflation bonds and some strategies based on yield curve steepening and a hedge on interest rate movement. He loves these kinds of strategies. The MER is 1% but in the fixed income world you have to look at products like this.

5G is the Internet of things. This is a sector with tremendous long term potential but don't jump into it with the markets at all time highs.

Renewables are the future so he likes it from that perspective.

US Pipelines. This is a candidate for tax loss selling. He expects more pressure between now and mid-December and then it will be a good buy.

Financial, Tech and Services. The low volume is not a concern. It's been out two years and has not generated enough investment to be profitable so he is concerned it could get shut down. An ETF has the liquidity of their underlying securities. It's a very interesting play.

It is paying a 17+% dividend because it used to be double the valuation. Don't expect that dividend rate to remain. He suspects it will be cut.

You should be concerned about electric vehicles if ATD.B-T will be a long term hold. Electric cars can be charged at home whereas there is no choice as to where to take an internal combustion engine. They are watching Norway which is the leader in electric vehicle adoption.