

10 ETFs on Our Watchlist For the New Year
Dec 26, 2024
The hosts discuss the U.S. Federal Reserve's recent rate cut and its market implications. They highlight 10 key ETFs to watch for 2025, emphasizing strategies to hedge against major players in the S&P 500. The conversation shifts to gold investments, showcasing its potential as a hedge against currency volatility. They examine various ETF strategies, focusing on performance during market fluctuations and comparing energy ETFs. Additionally, the benefits and risks of a leveraged utilities ETF are explored, providing insights for cautious investors.
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Fed Rate Cut and Market Reaction
- The US Federal Reserve cut the fed funds rate by 25 bps, now at 4.25-4.5%.
- Markets reacted sharply because the Fed's dot plot projected fewer rate cuts than anticipated, only two for 2025.
Handling Market Volatility
- Get used to market volatility and focus on owning quality businesses.
- Build a resilient portfolio to withstand market fluctuations.
Gold Bullion ETF (ZGLD.TO)
- ZGLD.TO is a low-fee gold bullion ETF listed on the TSX, suitable for Canadian investors.
- Gold preserves purchasing power, and central banks are buying it to diversify from USD.