McMurtry Investment Report and Model Portfolios™

Financial Independence – Retire Early

June 8, 2023

Incorporate this objective into your long term goals by following these strategies:

Save regularly every month.

Save investment management fees by managing your own capital.

Get rid of high cost mutual funds, but make sure to minimize any remaining deferred sales charges.

Create your own personalized investment portfolio consisting of a combination of individual stocks and bonds and low cost ETfs to meet your specific needs and risk tolerance.

Diversify your investments by asset class, equity sectors, fixed income corporate credits, and by individual company to minimize overall portfolio volatility or risk.


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