Q: Would you have a recommendation to replace ZUH, which would have more growth, with the understanding that it would also be higher risk either a stock or an ETF?

Thanks for your service!

Q: https://www.rbadvisors.com/insights/4-for-24-year-ahead-outlook/

RB advisers recommend the following 4 themes for 2024 and as a value investor I am looking for ETF recommendations:
(1) US small caps: I am using XSU (100% IWM)
(2) US cyclicals: I found IYC but P/E is 27! Recommendation?
(3) Non-US and emerging markets: I have been using XEF and ZEM. I like XEM (100% EEM) because it posts a P/E each day.
(4) Theme 4 is "Industrials: deglobalization spurs infrastructure". No idea what ETFs to use here.
Thanks for your recommendations/comments!!!

Q: Peter,

Looking for an ETF in the Industrial space. I am considering VIS. What would make you choose between VIS, XLI and IYJ ?

Thanks

Paul