Posts Tagged ‘Investing’
Q1 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…
Read MoreQ3 TriDelta Investment Review – TriDelta is Expanding, but What About the Market?
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…
Read MoreFINANCIAL FACELIFT: Great savers, not so great at investing
Below you will find a real life case study of a couple who are looking for financial advice on how best to arrange their financial affairs. Their names and details have been changed to protect their identity. The Globe and Mail often seeks the advice of our VP, Wealth Advisor, Matthew Ardrey, to review and…
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