McMurtry Investment Report & Model Portfolios

What value added does your investment adviser offer if they market weight all eleven equity sectors?

For those of you who have their capital managed by an external adviser, here are some red flags:

When you see your adviser market weight all equity sectors, this means that they have no clear vision as to where markets are headed. If your adviser simply has all eleven equity sectors with exactly the same percentage weight as the market, this clearly shows a lack of vision.

If you see your adviser doing this, ask them what value added they are providing over an index fund?


Do your own homework and obtain a second opinion on your investment holdings.

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