0:00 /11:48 1× As I write this, the markets are taking a beating, and in all honesty, that is part of the reason I wanted to make sure to send you something. The US midterms came and went with a huge showing for the democrats, and that will
0:00 /9:33 1× Here we are into the dog days of summer, finally! For the market, summer means less trading and less news, as people's vacation schedules reduce the volume of work. For the fund, though, we’ve been making selective changes and trying to capitalize
0:00 /6:50 1× When the facts change, I change my mind. What do you do, sir?” This quote, attributed to John Maynard Keynes, is one I take seriously as an investor. We have to remain adaptable, not because we are uncertain, but because the world is constantly evolving.
0:00 /10:30 1× What a few weeks it’s been for the stock market! As I write this, we are roughly 10 days into the conflict in the Middle East and there are a lot of ramifications. We’ll go through that (at least to some extent) and
Hey Vic...where's the video?! My apologies...I recorded the video and forgot to plug in the microphone! As a result, this month there's no video, and you'll have to settle for the written version. I'll do better in March! VL Before
0:00 /11:09 1× Hello everyone, and happy 2026! The past year was both positive for investors and sometimes chaotic. At this point, early in the new year, it would seem like we’re in for more of the same. Before I delve too deeply into this update, I
0:00 /8:28 1× We’re just a few weeks away from Christmas and the end of the year, which has been a positive year for investors in the major indices. The Orion Fund has followed suit, and we have had another positive year and (barring something catastrophic over
0:00 /7:41 1× I actually had this all set for you last week, and just as I was about to hit “send” we got the Trump announcement that they were going to impose 100% tariffs on China. That put the kibosh on a lot of what I had
0:00 /7:38 1× Here we are with the September update, which is a little behind when I would generally like to have these out. Through the summer, we’ve seen a rise in the Orion Fund's value, which has been relatively widespread. Our tech holdings drove
2025 Midyear Report2025 Midyear Report.pdf377 KBdownload-circle 0:00 /5:54 1× We’re halfway through 2025, and it’s been eventful, to say the very least. We’ve seen everything from trade wars to real wars and had flare-ups and resolutions to both over the months. The
0:00 /11:43 1× Meagan explains the differences between Beneficiaries and Successors and which one you should choose as we examine RESPs, TFSAs, and RRIFs.
0:00 /11:24 1× Here we are, 4.5 months into 2025, and it’s been a tumultuous ride so far. We’ve had tariffs threatened, instituted, and rescinded; we could still see them returning. Everything we’ve seen so far has been indicative of a pause on tariffs,