Monthly McMurtry Investment Report
Monthly McMurtry Investment Newsletter and Model Portfolios
Special offer
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, $120.00 per year, or $216 every two years.
Monthly subscription $11 monthly
SUBSCRIBE NOWAnnual subscription $120
SUBSCRIBE NOWInvestment Education Tutorials
Special offer
Discover our in-depth Investment Education Sessions covering everything from bonds and stocks to portfolio management and economic data analysis. Tailored to fit your schedule, our flexible sessions provide practical insights to elevate your investing skills. These sessions will include the following:
- Personalized 1-on-1 hourly sessions via Zoom
- Tailored services to meet individual client needs
- Expert guidance on bond, stock, and ETF selection
- Strategies for dividend investing and portfolio management
- Practical tips for analyzing economic and company data
- Insights on reading financial statements to boost investment performance
- 3-1 hour tutorial package: $225
- 5-1 hour tutorial package: $337.50 (includes 1 year subscription to Monthly Investment Newsletter)
- 10–1 hour tutorial package: $600 (includes 1 year subscription to Monthly Investment Newsletter)
3-1 hour tutorial package: $225
SUBSCRIBE NOW5-1 hour tutorial package: $337.50 (includes 1 year subscription to Monthly Investment Newsletter)
SUBSCRIBE NOW10–1 hour tutorial package: $600 (includes 1 Year Subscription to Monthly Investment Newsletter)
SUBSCRIBE NOWHourly Consultation Service
Special offer
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
1 hour - $75 hourly
SUBSCRIBE NOWPortfolio Review
Special offer
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
Lump sum of $500
SUBSCRIBE NOWPortfolio Review plus one year subscription to the McMurty Investment Report and Model Portfolios $558
SUBSCRIBE NOWSave 10%Monthly McMurtry Investment Report - payment either monthly or annually. Payment is either $120 annually or $11 per month inclusive of HST
Investment Strategy piece consisting of:
- Review of specific industry demand/supply outlook for 11 equity sectors
- Current Security Market Outlook for Equities
- Fixed Income and Cash Includes analysis of market sentiment indicators, fiscal, monetary and economic outlook and corporate profit outlook
- Asset Mix Outlook Recommendation
- Review of all three major Asset Mix Categories – Cash, Fixed Income and Equities
Monthly Model Income and Growth Portfolios
- Consisting of individual Canadian and US companies and some fixed income and international equity exchange traded funds.
- My models do not include mutual funds due to their high management fees.
- Each portfolio consists of 55-60 companies.
- Tactical Asset Mix Recommendations provided for both portfolios
- Equity Sector Weight Recommendations for both portfolios
- Advice for both fixed income, cash and equities
