We will get a state of the union from Biden this week and details of what he wants to do. The best way to play infrastructure is not through the ETF for infrastructures. You want to buy material providers like steel. Still the best way to go about taking advantage of the policy. Copper is also a play on the greening of the world.

A very good way to play copper. Copper is needed for the electrification of the world and the green energy movement.

Doesn't see a whole lot of upside from here. Has had a good run and has been selling into the run. The next big move from the BoC will be a rate hike than a cut. With 5 year rates still low, the reset market is not a big challenge.

It is a way to play the innovation space. It is the new wave of tech revolution. The new tech innovation and disruption. The sector is a little expensive and needs to see a market shake out before buying. There is interest rates sensitivity. You will be able to buy it in more cheaply in the future probably.

An exciting sector. Sector goes into hype phases and then discounts future earnings. Now it has pulled back to trend and it is an interesting play here. Likes the pull back. Has been nibbling away for exposure and has a half position right now. A good way to play the sector.

Look for ETFs that have put protection that gives you exposure to the upside but minimizes downside risk.