It gives exposure to the Dow with a currency hedge. It could be a good way to play it for Canadians in terms of exposure. He would stick to the S&P500 rather than to the Dow.

The general rules is that if you think interest rates will rise, you want exposure to floating rate bonds. You may see some movement in terms of the bond markets pushing yields higher. However, the world probably works only in a low interest rate environment right now in the short term.

An actively managed and highly concentrated portfolio of dividend playing stocks. IF they are in the wrong sector, there could be some volatility. Has no problem with it, but would prefer for something more diversified. If you are okay with volatility, it is an okay holding.

He is still bullish on gold. Weaker US dollar, negative interest rates and low interest rates are positives for gold. The current volatility is on reflation and the rise of bond yields. Once bond yields rise, home sales drop. You have to buy dips in the sector.

Depending on the vectors you want exposure to, these are his favourite ways to play the gold sector. He believes the world will be in a low interest rate environment for years to come. Gold will outperform.

Depending on the vectors you want exposure to, these are his favourite ways to play the gold sector. He believes the world will be in a low interest rate environment for years to come. Gold will outperform.

Depending on the vectors you want exposure to, these are his favourite ways to play the gold sector. He believes the world will be in a low interest rate environment for years to come. Gold will outperform.