Year End Portfolio Review to Reduce Portfolio Volatility
If this is of interest or you know someone in need of this advice, please fill in the form online or contact me directly by sending an email. You can either pay me through Paypal online or by an E-transfer to my personal email, peter.mcmurtry@yahoo.ca. I would be glad to discuss any of these options with you.
Consolidated Asset Mix for all of your accounts
- Portfolio Rebalancing – Asset Mix, Equity Sector weights, Individual stock weights, Fixed Income exposure and duration
- Tax Planning
- Risk reduction – rebalance back to long term asset mix
- Analysis of all Mutual and Exchange Traded funds holdings
- Management Fee Recommendations
- Individual stock, Equity Sector weights and Fixed Income duration and credit risk recommendations
