Reports
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…
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…
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