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iShares Core Canadian Universe Bond Index ETF (XBB $28.12)
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iShares Global Infrastructure Index ETF (CIF $58.87)
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First Trust NASDAQ CEA Cybersecurity ETF (CIBR $72.19)
Thank you
CIBR focuses on cybersecurity stocks, and we think that sector is one of the 'easier' calls right now. AI will likely see a massive increase in fraud, and security companies are going to see lots of demand, we believe. Three year annualized return of the ETF is more than 23%. The market needs to co-operate, but we might expect returns in the 15% or more range for a few years. We would be fine buying.
XBB is a basic, diversified Canadian bond fund. 3-year is 3.11%. It should do better as rates fall, but we would not expect miracles here. We might target 5% total returns, and would be fine buying this for bond exposure.
CIF is a global infrastructure fund, and the sector is benefiting from government spending and investor interest. 3-year is 22.4%. Fees are on the high side here at 0.72%. Still, we think the sector outlook remains good and we would be fine buying, with an expected return in the 10%+ range.