Posts Tagged ‘Investing’
Q4 TriDelta Investment Review – From Great to OK – Moving from 2017 to 2018
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…
Read MoreQ3 TriDelta Investment Review
How did Markets do? The 3rd Quarter report would have had a different feel if it was written in early September. At that point Bonds were down, Canadian stocks were down, and with a strong rise in the Canadian dollar, US stocks were down in Canadian dollar terms. Fortunately the quarter ended on September 30th,…
Read MoreProtecting Your Retirement Portfolio – in a Down Market
When I review the portfolio of a new client as part of their financial plan, they almost always have at least one of the following concerns on their mind. They ask how long can stocks continue to climb given it has been an eight year bull market or how can their portfolio earn any income…
Read MoreSeven ETFs to counter a Canadian portfolio bias (from the Globe and Mail)
Lorne Zeiler, VP, Portfolio Manager and Wealth Advisor at TriDelta Financial was interviewed by Joel Schlesinger of the Globe and Mail on how Canadian investors can use ETFs to reduce specific Canadian market risks in their portfolios. (Article printed on September 26, 2017). In the investing world, you can have too much of a good…
Read MoreAlternative Investments – A proven path to higher and stable returns
Equity markets have recovered significantly in recent years and are now considered fully valued or overvalued. Bond markets have experienced 30 years of declining interest rates and are also expected to have low returns for a while. This suggests it’s time to consider other asset class solutions such as global corporate real estate, infrastructure, private…
Read MoreQ2 TriDelta Investment Review – What a Rising Interest Rate World Means
Are Central Banks Starting to Hit the Brakes? On July 12th, the Bank of Canada raised interest rates for the first time in seven years. While the pace of interest rate increases in Canada is likely to be slow and very gradual (0.25% increases at a time), it does reflect a significant change for the…
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