ETFs & Funds

Transparency, diversification, and low-cost access to practically any market, sector, or asset class make exchange traded funds highly attractive to investors and traders alike. But, to outperform benchmark index funds, you really need expert guidance and a sound strategy that gets results. Our experts will cover all the bases and provide the tools and knowledge you need to tap into outperforming investments, year in and year out.

Articles on ETFs & Funds

It’s official: The first half of 2024 is over...and the second half is getting underway. That makes now a GREAT time to look back at which assets are winning the performance race...which are bringing up the rear...and which are stuck somewhere in between.
Your parents may have told you that good things come in small packages – if only to keep you and your brothers or sisters from fighting over Christmas presents! But when it comes to the STOCK market in 2024, the opposite holds true.
The word “vibecession” — basically the idea that people are measuring the economy by feeling rather than by data — is back in the news. That’s because most Americans apparently think we’re in a recession, even though we aren’t. Which brings us to a Closed End Fund nicely positioned to profit from this situation: The Liberty All-Star Equity Fund (USA), outlines Michael Foster, editor of CEF Insider.
The streak is broken. Five consecutive months of gains came crashing to an end in April. But that was to be least from our perspective. Now May is at the door. My work suggests “Sell in May and Go Away” is just another of a growing list of debunked market myths, writes Matthew Carr, editor of Tipping Point Profits.
The S&P 500 once again faded in the afternoon and declined for the fourth consecutive session on Wednesday. Tech names pressured prices, and higher interest rates were certainly a big factor. But I still like funds such as Hennessy Cornerstone Mid Cap 30 Investor (HFMDX), writes Brian Kelly, editor of Money Letter.
The Invesco Municipal Trust (VKQ) provides tax-free income for conservative investors, with a diversified portfolio consisting of 620 different muni bonds, explains Todd Shaver, editor of Bull Market Report.
The first quarter of 2024 is officially in the books. So, WHO is winning the markets race? And what does that say about Q2 and beyond? You might be surprised!
How’s your bracket doing? That’s the popular question following the biggest couch-potato week of the year for many, as the NCAA Men’s and Women’s basketball tournaments got underway. As for the markets, I’ll put it this way: It is currently flat out…well, flat. I have been watching for signs that the stock market leaders are leveling off, and it continues to look like they are, notes Robert Isbitts, founder of
Stocks slumped yesterday, but they’re hugging the flatline so far this morning. Crude oil is pulling back after breaking out Thursday, while gold, Treasuries, and the dollar are roughly unchanged.
Every investor can figure out what they want to buy and then explain to you why they own it. Same with when and why they sold an ETF or a stock. But there’s something missing from 95% of those discussions, whether they are on television, in print, or in a bar or restaurant, writes Robert Isbitts, founder of

Experts on ETFs & Funds

Virtual Expos

Virtual Learning

Investing in the market is a difficult and time-consuming process, especially in today’s age. The typical buy-and-hold strategy relies on the current stock market bubble to expand eternally…leaving the individual investor with two choices: Weather the storm when the bear market comes or find a better way to invest. In this session, Alex Goodwin will provide you with a strategy that has the potential to generate massive returns in BOTH bull and bear markets while only trading broad market ETFs. Join this presentation to learn how Turner Capital can help your portfolio generate outstanding returns with significantly less risk than the market. 

Far too many investors think, wrongly, that the only way to generate serious profits in the stock market is to properly position capital to take advantage of the future, be it AI or Trump or Biden or unsustainable national debt or EVs. But, most investors are more adept at losing serious money in the stock market than making consistent profits.

Everyone wants to beat the S&P 500 and avoid bear market losses. I will show you how a rules-based methodology generates well over 20% per year, has never had a losing year, only buys/sells the two major indexes, and makes no more than three or four trades per year. This is not a get-rich-quick scheme. It is not voodoo magic or options or futures. It is simply buying and selling the S&P 500 ETF and the Nasdaq 100 ETF at the right time. If you are willing to think outside the box, you cannot afford to miss this session!  Oh… and wait until you see how bear markets are handled with inverse index ETFs! 

Venturing into the alternative and private investing markets requires broadening your horizons beyond traditional investments. But the rewards for stepping out of your comfort zone can include greater profit and income potential, as well as better diversification. Hear from this panel of top event sponsors about the alternatives their firms offer—and how they can help enhance your returns. 

Venturing into the alternative and private investing markets requires broadening your horizons beyond traditional investments. But the rewards for stepping out of your comfort zone can include greater profit and income potential, as well as better diversification. Hear from this panel of top event sponsors about the alternatives their firms offer—and how they can help enhance your returns. 

In this presentation, Donald Dony will reveal two simple methods to outperform the Toronto Stock Exchange using the iShares S&P/TSX 60 (XIU). The first method enhances a time-tested strategy of moving average crossover. The second method uses the XIU and sectors. Donald will reveal a straightforward technique focused on buying only the sector ETFs outperforming the XIU. 

Raghav Mehta CFA, ETF strategist at Fidelity Investments Canada discusses upcoming opportunities in fixed income. With central banks nearing the end of rate hike cycles, bond investors had faced a challenging and volatile environment. With yields near decade highs, there are now various sectors of the bond market that investors should consider when building a well-diversified portfolio. 

It's an exciting time for commodities and the companies exploring and producing them! Many are surging in value, while other up-and-comers appear poised to do so next. Find out from this trio of natural resource companies in the uranium, copper/gold, and lithium sectors what business looks like. Then, learn about the unique profit opportunities each offers investors in the rest of 2024 and beyond. 

The growth of covered call ETFs has led to a broad range in distribution yields on the different products, each with its own set of choices and trade-offs.   In this session, we explore what drives the yield on a covered call ETF.  We explore key considerations an investor can use to make an informed decision when investing in these solutions. Balancing a reliable source of cash flow while generating growth from an investment portfolio is the key objective for many investors.  Sophisticated investors know that there are trade-offs to be made but may not know what those are.  We will discuss the various approaches to covered call strategies, their benefits, and their implications for one’s portfolios, all with the goal of helping investors determine the right mix for their own investment objectives.  BMO ETFs is the leading covered call ETF provider by AUM, and number of listings1, with many of our ETFs having over a 10+ years track record.  Our ETFs aim to provide yield you can trust for access to growth and cash flow. 

Étienne J. Bouchard, ETF Strategist at Fidelity Investments Canada discusses various investment factors and their performance through a business cycle. In a world of constant uncertainty, diversification remains of utmost importance. Étienne outlines how to build an all-weather/All-In-One ETF portfolio to help mitigate volatility, capture strategic alpha over time as well as offer competitive pricing. 

Markets are impacted by a wide variety of factors including economic data, monetary policy, earnings, and more.  In this session, we dive into the historical relationship between elections and markets and its potential implications for your investment portfolio this year.  How will the rematch of Biden vs. Trump, a match many Americans don’t want, play out for the markets and the economy? We will look at solutions to help you manage volatility, stay the course, and maintain discipline in your investment journey. 



In the past decade or so, exchange traded funds have been transformed from obscure institutional trading vehicles to extraordinarily popular investment tools. They now dominate the investing landscape with over 2,000 products available and have empowered investors and traders as never before, enabling them to build highly effective portfolios. Yet there's more to the ETF universe than investors and traders may even know.’s roster of top ETF and ETF-trading experts can show you how to use ETFs to achieve peak results. From factor ETFs to leveraged ETFs to smart-beta ETFs to buffered ETFs, learn how you can use ETFs to effectively transform your own portfolio.

ETFs can provide a cost-effective way to get into areas of the market that are poised to deliver results. Simple portfolio rotation can meet the goals of solid performance with few trades, little time and effort spent analyzing ETFs, and confidence from side-stepping huge drawdowns. Learn proven ETF-trading strategies from some of the top professional traders in the country who consistently achieve stellar results. More than just the very best in ETF picks, you’ll take away real, practical knowledge about how to recognize the best growth, income, and value opportunities, choose the right sectors and asset classes, and know when (and precisely how) to rotate ETF holdings for optimum results through every economic and market cycle.

Whether you are a seasoned ETF investor or just starting to get your feet wet, you can get actionable advice from some of the top names in the industry here.