Investing – Page 8 – TriDelta Private Wealth

This borrow-to-invest strategy can build you wealth with someone else’s money

“Borrowing to invest” can be a scary phrase. There have been many inappropriate cases where it doesn’t end well. Yet for all of the naysayers, I am pretty sure that you are currently doing it or have done it before. If you have ever had a mortgage or debt on a home equity line of…

TriDelta 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…

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…

Financial 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…

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…

Q4 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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