McMurtry Investment Report & Model Portfolios

Given the recent strong investment performance of the equity markets, do not stop your goal of managing your own capital

Based on my experiences with all types of investors over the years, those that use external money managers are reluctant to make any changes when their investment returns are strong. It is important to keep in mind your long term objectives – to lower the fees you are paying and ultimately improve your investment performance. If you can materially lower your fees this will immediately be beneficial to your net worth.

By taking ownership of your investments, you can effectively control how much portfolio volatility you are comfortable with and you can tailor your investments to match exactly your long term goals.

Peter McMurtry’s latest book