That’s what they told us.
Tony Dong: Global X Defense Tech Index ETF (NYSEArca:SHLD)
“I chose XAD [iShares U.S. Aerospace & Defense Index ETF] in 2024, citing rising geopolitical tensions and a global arms cycle. SHLD is a far more sensible defense ETF: it is not US-focused, has no aerospace bias, its top holdings are not dominated by a handful of prime contractors, and it expands its scope to include cybersecurity and military intelligence as well.”
Mark Seed: Global X All-Equity Asset Allocation ETF (TSX:HEQT)
“If I really, really had to choose just one ETF, this is it. I continue to like the small technology exposure in HEQT for do-it-yourself investors who have a long investment horizon and don’t want to deal with a multi-fund solution in their portfolio.”
Mark Yamada: Invesco NASDAQ 100 Index ETF (TSX:QQC)
“Reason: I’ll stay on the desert island for a very long time. The way forward for humanity depends disproportionately on technology. The NASDAQ 100 is heavily focused on technology. For example, the weighting of the Magnificent 7 of the S&P 500 is about 32.7%, the weighting of the NASDAQ 100 Mag 7 is about 50%. Expect extreme volatility, but the danger distribution of the S&P 493 has developed shifted in order that more corporations are liable to being below the median. AI may destroy humanity, but you’ll want to own the largest tech stocks on the last day if the goal of your game is to build up probably the most capital after you die.”
Alain Guillot: First Trust Nasdaq AI and Robotics ETF (Nasdaq:ROBT)
“I think that in the future, owning a robot will be as normal as owning a car. ROBT has a very high concentration of small robotics companies that are currently being acquired by larger AI players.”
Ioulia Tretiakova: Global X Nasdaq-100 Index Corporate Class ETF (TSX:HXQ)
“For the desert island, I’m sticking with HXQ for a second yr since it’s probably the most cost-effective option to play AI. There are cheaper alternatives – QQC’s MER is 0.20% versus HXQ’s 0.25% – but HXQ’s corporate class structure allows for tax-deferred compounding in a non-registered account. The two big incumbents, XQQ and ZQQ, charge 0.39% and do not offer a comparable tax on a desert island with an ETF, tax efficiency is more necessary than a couple of basis points in fees – especially over the long run, HXQ can be unhedged, so the investor doesn’t must pay for hedging resistance that dampens returns over time.
Aman Raina: Harvest Equal Weight Global Utilities Income ETF (TSX:HUTL)
“HUTL uses a covered call strategy to lock in income from a basket of global utilities invested at equal weight. There are some Canadian players involved, like Enbridge. There are market-weighted ETFs, but they focus on a few companies. With HUTL, the upside is limited due to the covered call, but you get an income stream (7% return).”
Michelle Robertson: Purpose Bitcoin CAD ETF Currency Hedged (TSX:BTCC)
“Because it is the only asset with a fixed supply in a world where everything else can be printed, and I see it as a long-term hedge against inflation.”
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Mark McGrath: Avantis CIBC All-Equity Asset Allocation ETF (CAGE)
“This is one in every of several latest funds dropped at Canada by CIBC and managed by Avantis Investors, known for its factor ETFs within the U.S. market. The management fee is roughly 0.28%, with MER to be reported after a full yr of operation. CAGE applies Avantis’ value and profitability factor tilts to a globally diversified all-stock portfolio in a single fund. It has the identical single-ticket simplicity as the foremost index-based ones However, based on the performance of its US-listed predecessor fund, it should offer a significantly different expected return profile to investors who accept the evidence of factor premiums.”
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