VANGUARD FTSE EMERGING MKTS ALL CAP IDX (VEE.TO)

(A Top Pick May 27/15. Down 17.24%.) Likes this very much, but it has been down a lot. He continues to believe that emerging markets are a ridiculously under owned asset class in Canada. This is probably the market leader in the Canadian market space. It is going to be a more volatile play, but this is a part of the world that is growing at 4%-6% GDP growth in a growing middle class. Very cheap and very diversified. This will be a long-term hold.

VEE-T Vs. XST-T. He is a big fan of VEE-T. XST-T is a good, safe sort of thing to have. It is pretty much recession proof. You won’t get much lift, nor much drop.

This is one of the most courageous picks in a long time. Emerging markets are still the most under owned asset class in Canada. There is 5-7% growth per year. PEs are low and economic growth is higher than North America. No one wants to call a bottom, but he has to believe we are getting close.

(A Top Pick Nov 5/14. Down 1.23%.) Emerging markets are an under owned asset class by most people. Although everything dropped a lot this summer, he thinks it is pretty close to a cyclical bottom, so not a bad opportunity to get in right now. You have to be able to stomach some volatility and that is why you need a balanced portfolio.

China and Taiwan represents 36% of the holdings in this ETF. If you think the China is going to start moving back up and all the noise is behind it, then it is probably a good ETF to buy. He would stay away from this space. There is some risk when it comes to emerging markets including the rising US$, external debt and fed tightening. In the very near term, you might see a reflex bounce from oversold levels, but in terms of a sustainable, medium or long-term hold, it is probably not a space he would put money in at this time.

You should have 20% exposure to emerging markets.

He likes emerging markets, and this is the ETF that he uses the most. This is broadly diversified and holds 33-34 different countries.

(A Top Pick Dec 31/13. Up 6.58%.) It has done okay in the past little while. Emerging markets have had a bit of a tough time with a pullback in the past 4-5 months. He continues to insist that emerging markets are the most under owned asset class in Canada. This is a long-term hold.

TFSA Holding? If you are going to speculate in your portfolio this is the place to do it.

In his estimation, emerging markets are the most under owned asset class in Canada. Canadians have too much Canadian equity and, in this market, probably too much income. Emerging markets are growing faster than any other part of the world and are still relatively under owned.

An ETF has no fund manager. Fees are lower. He is a big fan of ETFs. This one has the lowest fees in the area. They have been coming back. Emerging markets have been a tough place to be. This would be the one but he would favour local markets right now. He is not a big proponent of diversification just for the sake of it. Buy the trend.

Emerging markets ETF for an RRSP for a long-term? High volatility is okay. Not keen on Russia because of the lack of transparency. He likes going with a broader approach so he likes this one because it is cheap. Other ETFs have something available in emerging markets, but look at the prices and let that be your guide.

Emerging markets is probably the most criminally under owned asset class in the world. It is growing faster than anything else.

Emerging markets. You want to be there because they will grow more than the US in the next number of years. He is taking some money off the table in the US and putting it in emerging markets. You will get an opportunity to buy in the next 6 months.