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
Subscribe Now
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

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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

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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

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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

Stock Market 101

June 4, 2023 Day Trading is not recommended. This is a form of gambling Minimize the use of leverage Do Not buy stocks simply on

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