McMurtry Investment Report & Model Portfolios

Announcement of my new website redesign

April 21, 2023 I hope all of you like my new website. As you can see, it has been completely revamped with the objective of making the content more accessible. For all my subscribers you will need to reset your password. In order to view my portfolios and investment newsletters, you will need to login… Continue reading Announcement of my new website redesign

Invest in Canadian bank common shares or bank GIC’s – This is a no brainer

Many of you may still have investments in Canadian bank GIC’s. In a period of rising interest rates like we have today, bank GIC’s do perform better than fixed income securities because the price is never marked to market. However due to their lack of liquidity, I do not recommend them. Liquidity is something we… Continue reading Invest in Canadian bank common shares or bank GIC’s – This is a no brainer

Year End Portfolio Review to Reduce Portfolio Volatility

If this is of interest or you know someone in need of this advice, please fill in the form online or contact me directly by sending an email. You can either pay me through Paypal online or by an E-transfer to my personal email, peter.mcmurtry@yahoo.ca. I would be glad to discuss any of these options… Continue reading Year End Portfolio Review to Reduce Portfolio Volatility

Canada is clearly a better place to invest than the US in a high inflationary period

Historically in a high inflationary period like the late 1970’s, the TSX Composite sharply outperformed the US market. Over the last 6 and 12 month periods, the Canadian equity market has performed much better than the US market. The basic makeup of the TSX Composite is much more exposed to cyclical and commodity sectors than… Continue reading Canada is clearly a better place to invest than the US in a high inflationary period

New Offering- One Time Review of any Canadian, US or Global company listed as an ADR

For an all inclusive fee of $100, including HST, I am offering any investor an objective investment review of any company they choose. I am restricting the companies to listed Canadian and American ones, but will also consider a review of a global company that is listed as an American Depositary Receipt on the US… Continue reading New Offering- One Time Review of any Canadian, US or Global company listed as an ADR

My adviser tells me to remain fully invested at this time. Should I listen to them?

Advisers make the most money for themselves when you, the investor, is fully invested. There is absolutely no incentive for them to try to time the market. You have all heard them say that market timing does not work and adds no value. At this time, we know that their rhetoric is not correct. Market… Continue reading My adviser tells me to remain fully invested at this time. Should I listen to them?

FFN – N.A Financial 15 Split Corp – Never Invest in this ETF

Many of you know that I have expressed my absolute dislike for this ETF both in my recent book and in my monthly newsletter on many occasions. Many years ago an investor was boasting to me about FFN’s investment performance by saying that you cannot lose. Being suspicious by nature with hybrid investment products like… Continue reading FFN – N.A Financial 15 Split Corp – Never Invest in this ETF

Asset Mix – Being either fully invested or having too much cash are both dangerous strategies to follow

As many of you know, I am a believer in active asset mix strategies to enhance portfolio returns. However, I am not a proponent of either being fully invested at all times or being mainly in cash waiting forever for a market correction. Being fully invested does not provide you with an opportunity to take… Continue reading Asset Mix – Being either fully invested or having too much cash are both dangerous strategies to follow

Should I sell my losers now or wait for a better day?

Many investors, including institutional ones, routinely sell their losers right away thinking this is a good strategy to follow. In my opinion this is a very poor idea. Many years ago I had a client who sold all his US investments at a loss. He thought he was being smart. Six months later the US… Continue reading Should I sell my losers now or wait for a better day?

Purchase my recent book on Amazon.ca to learn how to become a Do-It-Yourself Investor

Learn how to start investing on your own. Retire early by saving on management fees. Learn how to get away from your current adviser without incurring deferred sales charges. Learn how to read financial statements to improve your investment performance. Learn how to select stocks and set up and manage an investment portfolio.