If exchange traded funds are ingredients and the portfolio is the meal, then ETF strategists are the master chefs.

One of the best chefs out there is Gary Stringer, president of Stringer Asset Management, an active manager that uses ETFs instead of individual securities to try and generate outperformance.

On this episode we go through Stringer’s ETF portfolio full of non-obvious picks, and ask him why he uses them—both the macro case and the product case. 

ETFs discussed include the iShares Core Dividend Growth ETF (DGRO), the Invesco Taxable Municipal Bond ETF (BAB), the Health Care Select Sector SPDR Fund (XLV) and many, many more.