Reports
Market Commentary for June 2022
Two Important Sources of Value – Stocks and Emotions In May, the S&P500 dropped as much as 11% in the first 3 weeks and ended the month roughly flat. In a month like this, and in a year like 2022, it is very important to start with investments that are valued at least somewhat reasonably,…
Read MoreMarket Commentary for May 2022
Why There is Reason for Optimism In March of 2020 the markets suffered one of the steepest drops in recent memory. From peak to bottom, the S&P 500 fell 35%. In hindsight many people who had been through the Great Financial Crisis a decade earlier saw this as an excellent opportunity to invest, while others…
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TriDelta Insight Q1
Managing through change
Overview The world is a difficult place to navigate in the best of times, and Q1 2022 was certainly not the best of times. In this quarterly review, we will look at: Interest Rates and Inflation TriDelta’s current view on stocks, alternative investments, bonds and preferred shares Some personal finance highlights from the recent Federal…
Read MoreTriDelta Q4 Review – Back to ‘normal’
Overview At the end of December 2018, markets had just completed one of the worst quarters in several years. The general view was very weak. Today, many investors are much more positive after very strong returns in 2019. Where that leaves us today is much more in the middle in terms of our outlook for…
Read MoreTriDelta Q3 Report – Are the markets in better shape than you thought?
Overview It is amazing how the day to day can seem very volatile, but when you step back far enough, returns have been fairly steady. Q3 was one of those quarters. July was good, August was bad, and September was good. When you add it all up, the quarter was not great, but decent. The…
Read MoreTriDelta Q2 Report – The Fed to the Rescue
The second quarter of 2019 has felt a little like Canada’s Wonderland. You climb the roller coaster, then you experience big ‘wind in your hair’ descent, then another climb. At TriDelta, we definitely work to smooth out your portfolio returns much more than the typical stock market, but I am sure that most of you…
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