Here are the objectives of the McMurtry Investment Report:
IMPROVE INVESTMENT PERFORMANCE
- Lower fees and sales commissions
- Establish plan to eliminate deferred sales charges
- Improve consistency of returns
- Lower portfolio volatility or risk
DO IT YOURSELF INVESTORS
- Recommend individual stocks and bonds and exchange traded funds only
- Do not recommend mutual funds
- Educate the reader to make more informed investment decisions
- Timely tax advice to complement investment holdings
- Take pride in making your own investment decisions
- Enjoy the challenge of trying to beat the market
OBJECTIVE, UNBIASED INVESTMENT ADVICE
- Not trying to sell products or services
- No compensation received from investments we recommend
- Provide independent advice for choosing a financial advisor
MONTHLY MODEL INCOME AND GROWTH PORTFOLIOS
- Monthly Asset Mix recommendations
- Monthly Equity Sector recommendations
- Provide rationale for recommendations
- Provide timely investment opportunities
- Advice for both Equities and Fixed Income