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Corrections that are guaranteed. Upturns that are inevitable.

At Tralucent, we just about guarantee that the stock markets will correct almost every year between 7 to 10 percent, and sometimes even more. What inevitably follows is the upturn, and we expect that the current correction in the stock market should be no different. The end to the Ukraine conflict is hopefully nearing, and…

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TGF: report for Q2 2022

Critique on Current Period As at quarter end performance of major market indices is as follows: NASDAQ down 27.05%, S&P500 down 20.79%, and the MSCI World Index down 18.87%. As at quarter end, the Fund was down 17.67%. While never happy with negative performance, we are extremely proud that we are still outperforming the major…

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Market Corrections: a time to buy

As we write this letter, equity markets are down some 26% on a year-to-date basis, as measured by the S&P500. This is the worst performing first half of a year over the last 50 years. In this situation it is natural to be concerned. But it is even better to be informed. Please note that…

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TGF: report for Q1 2022

Background, Evolution, and Disclosures A quick reminder of the inception and composition of the Tralucent Global Equity Fund The Tralucent Global Equity Fund (TGF) was officially created on March 31, 2020, through the consolidation of holdings from approximately 260 different separately managed accounts. Account holders were given an equivalent number of units of the TGF…

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Federal Reserve Bank – NOT a Punishing God

In short order the Equity markets have declined some 10 percent from their highs. Why? Because the Federal Reserve Bank is very likely to raise interest rates. There is fear that these higher rates will then significantly affect the economy, which will then negatively affect stock prices. It is very important to keep in mind…

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TGF: report for Q4 2021

Background, Evolution, and Disclosures A quick reminder of the inception and composition of the Tralucent Global Equity Fund The Tralucent Global Equity Fund (TGF) was officially created on March 31, 2020, through the consolidation of holdings from approximately 260 different separately managed accounts. Account holders were given an equivalent number of units of the TGF…

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TGF: report for Q3 2021

Background, Evolution, and Disclosures A quick reminder of the inception and composition of the Tralucent Global Equity Fund The Tralucent Global Equity Fund (TGF) was officially created on March 31, 2020, through the consolidation of holdings from approximately 260 different separately managed accounts. Account holders were given an equivalent number of units of the TGF…

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TGF: report for Q2 2021

Background, Evolution, and Disclosures A quick reminder of the inception and composition of the Tralucent Global Equity Fund The Tralucent Global Equity Fund (TGF) was officially created on March 31, 2020 through the consolidation of holdings from approximately 260 different separately managed accounts. Account holders were given an equivalent number of units of the TGF…

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TGF: report for Q1 2021

Background, Evolution, and Disclosures A quick reminder of the inception and composition of the Tralucent Global Equity Fund: The Tralucent Global Equity Fund (TGF) was officially created on March 31, 2020 through the consolidation of holdings from approximately 260 different separately managed accounts. Account holders were given an equivalent number of units of the TGF…

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TGF: Q4 2020 and Overall 2020 Report

Background, Evolution, and Disclosures A quick reminder of the inception and composition of the Tralucent Global Equity Fund: The Tralucent Global Equity Fund (TGF) was officially created on March 31, 2020 through the consolidation of holdings from approximately 260 different separately managed accounts. Account holders were given an equivalent number of units of the TGF…

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