Investment Q&A

Q: I am looking for a mid-cap ETF (listed in USA only) that:
-Has not more than 300 companies (the fewer the better).
-Constituents listed anywhere , although prefer constituents listed in developed markets) .
-Includes *ONLY* profitable companies
-Constituents chosen based on key factors such as: ROE, ROCI, FCF, good gross and net margins.

I have a small position in XMHQ but ETFdb.com is somewhat lukewarm towards it. Therefore, rather than add to XMHQ I wonder if you could recommend one or more suitable ETFs that meet most, if not all, the above-noted criteria. (I am fine adding to XMHQ if you believe it to better than other ETFs available in the US; however XMHQ does not quite meet above criteria. ao:sab

Q: Can you comment on the prospects for XMHQ?

Q: I am looking to add exposure to the US market in my TFSA. I currently own ZSP and ZNQ and would like to add an ETF listed on the Cdn exchange that would balance my exposure to the Mag 7. I have seen you recommend EQL which I am considering however is there another ETF that would broaden my exposure beyond the S&P 500. Perhaps to include some mid and small cap stocks?
Also would you expect that mid and small caps will outperform given where we are in the market cycle?

Q: I have partial positions in listed 10 ETFs - plus JPM Quality US Factor [JQUA] ETF.- did not come up on your list.
Your advice is requested on which ones to move to full positions now:
a) rank those to buy now and add others you like;
b) rank those to buy later when your price points realized
c) rank those that are could be sold.
Thank you