Posts Tagged ‘Investing’
What Happened to the Preferred Shares Market?
The stock market suffered a big market drop in the Fall / early Winter, but has since had a substantial recovery. Bonds posted solid returns this past year. Preferred shares have had a very different experience. They declined last year, had a modest recovery and have sold off again in the past few months, leaving…
Read MoreFinancial Post/Rechtshaffen: How wealth advisors provide a significantly higher value service for core clients than roboadvisors
Advisors know which clients to put on which path to achieve the best big-picture result Several people have asked me lately about the Questrade TV ads that feature someone in their 30s going to what appears to be their parents’ financial advisor to tell them why they are leaving. My first thought was, “Why did…
Read MoreQ1 TriDelta Investment Review – Everything is good again….isn’t it?
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…
Read MoreQ4 TriDelta Investment Review – Out with the old and in with the new
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…
Read MoreWhat investors should buy now if they like high yields and low prices
Timing the market is a tricky business. To do it really well you have to get three things right. You need to buy in at the right time, sell at the right time, and then reinvest your funds at a good time. Our view has always been that given that markets go up pretty…
Read MoreA proven path to higher and stable returns
The global equity markets have been very volatile and have understandably rattled investors confidence. The ‘winds of change’ to one of the longest bull markets have arrived and our portfolio safety metrics are being tested. At TriDelta we set out to construct conservative portfolios designed to deliver in all market cycles for financial peace of…
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