McMurtry Investment Report and Model Portfolios™

Get an honest second opinion. Improve the predictability of your returns
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Own your financial future Take charge of your investments
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Get an honest second opinion. Improve the predictability of your returns
Subscribe Now
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Get an honest
second opinion.
Improve the
predictability of
your returns

Peter-McMurtry

About

Peter can be reached by email at peter@mcmurtryinvestmentreport.ca

 

My objective is to use my thirty years of financial services experience to offer all investors an objective second opinion on their financial affairs and their investment holdings.

Whether you presently manage your own capital or use an adviser, it is always a good idea to make sure you are on track.

investigative

Monthly McMurty Investment Report and Model Portfolios

Two Model Investment Portfolios consisting of individual Canadian and US stocks and some fixed income exchange traded funds
Tactical Asset Mix
Equity Sector Recommendations

All this for just $11.00 per month, or $120.00 per year, or $216 every two years

Subscribe Now

Portfolio Review

Review of all your holdings in all of your accounts on a consolidated basis.
Calculate your consolidated asset mix for each asset class – Cash, Fixed Income and Equities
Calculate equity sector weights for all your holdings that include individual stocks, exchange traded funds and mutual funds
Provide recommendations on your holdings

Portfolio Review Price is $500, or Portfolio Review plus One Year Subscription to The McMurtry Investment Report & Model Portfolios is $558

Subscribe Now

Hourly Consultations

First half hour is complimentary to see if I can help you. Consultations either by phone or zoom call. Review of all your holdings and specific recommendations as requested. Ask me any financial, investment or tax question.
Please contact me at peter@mcmurtryinvestmentreport.ca to get more details about this service.

$75 per hour, or $135 for two hours

Subscribe Now

Hourly Consultations

First half hour is complimentary to see if I can help you. Consultations either by phone or zoom call. Review of all your holdings and specific recommendations as requested. Ask me any financial, investment or tax question.
Please contact me at peter@mcmurtryinvestmentreport.ca to get more details about this service.

$75 per hour, or $135 for two hours

Subscribe Now

Investment Newsletter and Model Portfolios


Two Model Investment Portfolios consisting of individual Canadian and US stocks and some fixed income exchange traded funds
Tactical Asset Mix
Equity Sector Recommendations

All this for just $11.00 per month, or $120.00 per year, or $216 every two years

Subscribe Now

Hourly Consultations


First half hour is complimentary to see if I can help you. Consultations either by phone or zoom call. Review of all your holdings and specific recommendations as requested. Ask me any financial, investment or tax question.
Please contact me at peter@mcmurtryinvestmentreport.ca to get more details about this service.

$75 per hour, or $135 for two hours

Subscribe Now

Portfolio Review

Review of all your holdings in all of your accounts on a consolidated basis.
Calculate your consolidated asset mix for each asset class – Cash, Fixed Income and Equities
Calculate equity sector weights for all your holdings that include individual stocks, exchange traded funds and mutual funds
Provide recommendations on your holdings

Portfolio Review Price is $500, or Portfolio Review plus One Year Subscription to The McMurtry Investment Report & Model Portfolios is $558

Investment Tutorials - Hourly

Educational tutorials on every aspect of the Investment process including:

How bonds work

What factors to consider when buying a bond or ETF

How to select stocks or equity ETFs

How to select dividend stocks or dividend ETFs

How to read Financial Statements

What are the most important factors to consider for each of the 11 equity sectors

How to select equity sectors

How to set up an actively manage an investment portfolio

How to set up and actively manage your asset mix

How to analyze Economic Data

Where to find Economic Data and Fundamental Data on companies

3 hour Investment Tutorial Package – in 1 hour sessions

for a price of $225

or a Special Discount 5 hour Investment Tutorial Package – in 1 hour sessions for a price of $337.50.

also

This includes a 1 year subscription to my monthly McMurtry Investment Report. or a Special Discount

10 hour Investment Tutorial Package- in 1 hour sessions for a price of $600.

This also includes a 1 year subscription to my monthly McMurtry Investment Report

Investment Newsletter and Model Portfolios


Two Model Investment Portfolios consisting of individual Canadian and US stocks and some fixed income exchange traded funds
Tactical Asset Mix
Equity Sector Recommendations

All this for just $11.00 per month, or $120.00 per year, or $216 every two years

Subscribe Now

Hourly Consultations


First half hour is complimentary to see if I can help you. Consultations either by phone or zoom call. Review of all your holdings and specific recommendations as requested. Ask me any financial, investment or tax question.
Please contact me at peter@mcmurtryinvestmentreport.ca to get more details about this service.

$75 per hour, or $135 for two hours

Subscribe Now

Portfolio Review


Review of all your holdings in all of your accounts on a consolidated basis. Calculate your consolidated asset mix for each asset class – Cash, Fixed Income and Equities Calculate equity sector weights for all your holdings that include individual stocks, exchange traded funds and mutual funds Provide recommendations on your holdings

Portfolio Review Price is $500, or Portfolio Review plus One Year Subscription to The McMurtry Investment Report & Model Portfolios is $558

Subscribe Now

Investment Tutorials - Hourly

Educational tutorials on every aspect of the Investment process including:

How bonds work

What factors to consider when buying a bond or ETF

How to select stocks or equity ETFs

How to select dividend stocks or dividend ETFs

How to read Financial Statements

What are the most important factors to consider for each of the 11 equity sectors

How to select equity sectors

How to set up an actively manage an investment portfolio

How to set up and actively manage your asset mix

How to analyze Economic Data

Where to find Economic Data and Fundamental Data on companies

3 hour Investment Tutorial Package – in 1 hour sessions

for a price of $225

or a Special Discount 5 hour Investment Tutorial Package – in 1 hour sessions for a price of $337.50.

also

This includes a 1 year subscription to my monthly McMurtry Investment Report. or a Special Discount

10 hour Investment Tutorial Package- in 1 hour sessions for a price of $600.

This also includes a 1 year subscription to my monthly McMurtry Investment Report

book

Own your financial future
Take charge of your imvestments

The clear and direct resource book from experienced.
Canadian investment analyst, Peter McMurty.
Current and easy to understand.
All the necessary tools you need to manage your own capital.

Latest Blog

Why do we sell a stock?

February 15, 2024 It is more difficult finding the rationale for selling a stock compared to buying a stock. There are several main reasons as

Read More »

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