Two model portfolios featuring Canadian and U.S. stocks, fixed-income ETFs, tactical asset mix guidance, and equity sector recommendations.
Complimentary first half-hour consultation by phone or Zoom, with personalized guidance on your investments, financial, and tax questions.
Comprehensive review of your investments, including asset mix, equity sector allocation, and personalized recommendations across all accounts.
A clear and direct financial resource book that is both current and easy to understand. It can help to provide all the necessary tools you need to manage your own capital. Coupled with my services, this is just the ticket to financial freedom.
January 31, 2025 I am adding another Canadian Reit in the Seniors Healthcare industry, Sienna Senior Living. During COVID, the senior living sector was pummeled in Canada with seniors afraid of moving into these homes while at the same time the supply of new homes was sharply increasing. Today the reverse is happening with the
May 6, 2024 There are many differences between purchasing individual stocks compared to equity index funds and ETFs.. In an ETF or fund, trying to time your purchase is not an easy task. You are solely at the mercy of the market at that time. Determining intrinsic value in a fund or ETF is not
April 15, 2024 Why are copper prices rising in a period of continuing strength in the US dollar globally and higher for longer interest rates? Most of you are familiar with the Wall Street algorithm that pushes commodity prices down when interest rates and the US dollar remain at elevated ;levels. Copper prices are rising
April 10, 2024 Nominal m/m CPI 0.40% vs 0.30% expected Nominal y/y CPI 3.50% vs 3.40% expected Core CPI m/m 0.40% vs 0.30% expected Core CPI y/y 3.80% vs 3.70% expected My recent reduction in both equities and bonds in my Model Portfolios was a result of my concern that domestic US inflation would not
April 7, 2024 Looks cheap on a P/E, P/Book Value and on a EV/FWD EBITDA basis Stock may have a high dividend yield Company comes up as an attractive purchase on a stock screen due to cheap valuation Reality: Free Cash Flow does not cover the dividend Highly levered balance sheet Highly competitive industry Low
March 20, 2023 I am now offering a new educational service to help investors learn how to manage their own capital. I am offering three packages- 3, 5 and 10 hour packages in 1 hour sessions by zoom call. Learn how to read financial statements to improve your investment returns Learn how individual bonds and
My name is Peter. Good to meet you.
My aim is to utilize my 30+ years of financial services experience to offer all investors an objective second opinion on their financial affairs & 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.
Investing can be both complex & nuanced, and my focus is to ease that burden so you can reach your financial goals.
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
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
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
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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