Reports

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…

Overview After double digit declines in Q4 2018, Q1 2019 saw a significant bounce back. We saw double digit increases in the TSX at 12.4% and in Canadian dollar terms, the S&P500 at 10.8%, with a 7.1% gain in the Euro Stoxx 50 and 2.8% in Japan. Leading the way in gains in Canada was…

Overview Q4 and in particular December, was a period to forget from an investment perspective. An example of the damage includes the following quarterly returns in their home currency: S&P 500 (US) -14.6% TSX (Canada) -11.1% Euro Stoxx 50 -11.7% China Stocks -12.1% Japan Stocks -16.4% Oil Prices -40.0% CDN Preferred Shares -11.6% Fortunately, TriDelta…

Overview We wanted to kick off the fourth quarter with some TriDelta news, by announcing the opening of TriDelta’s Edmonton office. The office is led by Arlene Pelley, an industry veteran who is joining the firm and planting the TriDelta flag in Western Canada. Click here to learn more about Arlene’s background. Turning from TriDelta…

OVERVIEW As we languish in summer heat, we feel anguish in summer Tweets. If there has ever been a larger global megaphone than President Trump’s Twitter account, we don’t know what it is. While we try our best to ignore most of it in order to prevent overreactions when it comes to investing, the prospect…

2017 – the year without a stock market correction The Ebola Virus, Greek Crisis, Debt Ceiling, Refugee Crisis, Global Warming, Brexit, Trump, North Korea…there is always something scary for the media to report and make us nervous. Usually, these headlines frighten investment markets. For some reason, 2017 didn’t see this. In many major markets, there…