BUY
ETF in US dollars.

SPY is the oldest and the biggest. Starting to be overtaken by VOO, perhaps because of the slight difference in MER cost. Worthwhile contacting the ETF company itself for a tax opinion on which account is best to hold it in.

WATCH

Not closely familiar with this one. But in general, the energy sector is one that could start to move positively simply because he thinks there's going to be a change in Canadian government. It might be the place to be.

WATCH

In general, the energy sector is one that could start to move positively simply because he thinks there's going to be a change in Canadian government. It might be the place to be.

PAST TOP PICK
(A Top Pick Feb 20/24, Up 6%)

This pick was to have something different than the S&P 500. Did well for a while, and then pulled back.

PAST TOP PICK
(A Top Pick Feb 20/24, Up 18%)

A way to get away from the Mag 7 and any volatility associated with those names.

PAST TOP PICK
(A Top Pick Feb 20/24, Up 4%)

A great buy at the time. Paying only about 2.85% now. He might start looking at other options that pay a higher yield, perhaps some of the banks.

BUY

Mag 7 and lots of it, so it will have some volatility. But he still likes it.

HOLD

He'd be in favour of holding at least some positions hedged to the CAD. The hedging will eventually work in your favour.

BUY

Nothing wrong with it. Duration risk issue with longer-term bonds, but these are short term. A good quality bond portfolio.

WATCH
Agriculture industry.

COW and MOO come to mind. COW is more feed companies than the actual farm commodities. Global X and Invesco also have US offerings.

WATCH
Agriculture industry.

COW and MOO come to mind. COW is more feed companies than the actual farm commodities. Global X and Invesco also have US offerings.

COMMENT
Laddered bond ETF to set and forget.

BMO will have some very good products. The only thing with longer-term bonds is duration risk. Depends on your time horizon. These days, he's sticking with short-term or medium-term stuff.

BUY

SPY is the oldest and the biggest. Buy more, hold forever. Starting to be overtaken by VOO, perhaps because of the slight difference in MER cost. Worthwhile contacting the ETF company itself for a tax opinion on which account is best to hold it in.

BUY

US large caps are basically all the names we know off by heart. This one's a bit different, in that it has the full S&P 500, but also another 30-60 stocks. Core holding for him, likes the additional diversification. He's never sold.

BUY

Nothing wrong with it as a way to diversify away from the S&P 500. Has more volatility. Hasn't done as well as the Mag 7, but small- and mid-caps have a place in every portfolio.