The Complete VIP Stock Portfolio Building Package (On-Demand Webinar Included)

  • Who Should Become a VIP? Individuals or Families who are Serious about having KeyStone Help them Build a Simple 15-25 Stock Portfolio and want a Complete, Easy to Follow System which Tells You what Stocks to Buy, how many, and when to Buy & Sell.

    What is included:

    • Annual VIP Membership (Value: $3,696)
    • On-Demand 5 hour Webinar Market review, 15-25 stock portfolio review – which stocks to buy today. (Value: $1,000).
    • Full VIP Portfolio Review – KeyStone analysts will review every current High Conviction BUY in our VIP Portfolio including our top growth & dividend growth stocks for 2024 in Canada & the US.
    • Three analyst info calls each year (EXCLUSIVE to this offer).
    • In Depth Access to the Analysts through over 100+ Q&As on Stocks!
    • KeyStone’s Full Research Package: Canadian Dividend Growth Stocks ($799). Canadian Small-Cap Growth Stocks ($799). US Growth & Dividend Stocks ($799).
    • 2 annual VIP portfolio reviews (2-hour interactive sessions) – current buy, sell, & hold ratings on all stocks in KeyStone’s VIP portfolio (Value: $500).
    • All special reports including; KeyStone’s Dividend All Star Report ($599), Canadian Small-Cap Cash Rich Report ($599), U.S. SaaS / Software & Tech Report ($599), Canadian Bear Market Opportunities Report ($599) and more…

On-Demand

On-Demand Webinar (April 6 @ 11:00am Pacific)

Cant Attend the April 6th session? Purchase the Package & Get the Live Recorded On-Demand Version to view whenever you please!

You Need a Plan.

KeyStone’s Complete VIP Stock Portfolio Building Package is designed for clients who are serious about taking control of their financial future!

With KeyStone’s VIP Membership (Value: $3,696) receive the Research and Tools to build your own 15-25 stock portfolio:

  • KeyStone’s VIP Portfolio – Including the 25 top stocks from our research coverage. A diverse set of high quality Growth, and Dividend Growth Stocks.
  • KeyStone’s VIP Portfolio Builder Tool – Designed to aid you in the portfolio building process and guide you to which stock we believe you should purchase next.
  • Access to over 100 Live Q&A sessions with our analysts and 2 annual VIP portfolio reviews (2-hour interactive sessions) where our analysts review every stock in our VIP Portfolio.

With KeyStone’s On-Demand Seminar (Value: $1,000), we will give you the information to get started:

Event Details:

  1. 2024 Market Outlook – Broad Risks & Opportunities? 
    • The Market Environment – how did we get here and where are valuations today.
    • Opportunities & What to Avoid.
    • How 2-3 great stocks in your lifetime can be game changing in your portfolio.
    • Real BUY examples from our research including Hammond Power (HPS.A:TSX) – the best performing stock on the TSX over the past 2 & 5-years has now gained over 20,000%, Boyd Group (BYD: TSX) the best-performing stock in Canada over the past decade up over 13,8500% and XPEL (XPEL: NASDAQ) the best-performing stock to graduate to the NASDAQ up over 3,900% in 6 years.
  2. KeyStone’s Portfolio Building Strategy.
    • How different investors profiles affects portfolio building.
    • Sample target portfolios.
    • Why the conventional portfolio model is broken.
    • Portfolio composition: How many stocks to own & what type.
    • How to build a stock portfolio: what time period (12-24 months) to build a core portfolio & how to “layer” into stock positions.
    • How to start buying – initial positions.
    • How to handle your existing portfolio:  A basic portfolio review / checklist to streamline current portfolio and deploying KeyStone’s strategy into an existing portfolio.
    • Reasons and timing for selling stocks.
  3. Total Portfolio Asset Allocation & Risk Tolerance.
    • Asset allocation for the total portfolio (including fixed income).
    • Risk tolerance – how to assess and impact on asset allocation.
    • Fixed income investing.
    • Dividend growth stocks for income.
    • Asset allocation methods and examples including the age method.
    • Example allocations for different risk tolerances.
    • Diversification in equity / stock segment of portfolio (using indexed ETFs).
    • Asset allocation examples (2 to 4 examples using fictional investor profiles).
  4. A primer on KeyStone’s Fundamental Investing Strategy.
    • What is fundamental financial analysis?
    • Why we recommend clients focus on cash flow, great management & strong businesses.
    • Basic financial statements & key financial ratios we use: PE, P/CF, P/FCF, EV/EBITDA, and Net Debt/EBITDA etc.
    • Applying financial analysis to KeyStone’s research – the types of stocks we look for.
    • What kind of stocks we avoid.
  5. Self Directed Brokerage & Registered Accounts 101.
    • Questrade, TD, BMO, RBC, etc.
    • Types of Registered Accounts TFSA/RRSP/FHSA & Considerations for Portfolio Building.
    • Decumulation strategy
  6. VIP Portfolio Review.
    • Complete analysis of 15 high conviction stock BUYs from our VIP Portfolio including our top tech, infrastructure, healthcare, resource (gold & energy), dividend growth stocks, cash rich small-cap stocks, stable businesses, and more. 
  7. Live Q&A session.

If you are serious about building a long-term, a profitable stock portfolio that pays you to own it and wants to learn how, Become a VIP Client and attend our VIP Seminar, get a complete 25 growth and dividend growth stock portfolio which you can buy today, and learn our simple plan to help you start or fix your stock portfolio.

Today, we are on the hunt for the next game-changing stocks for your portfolio. Join the thousands of Canadians who have already made the simple switch – start by spending just a couple of hours with our analysts and become a better investor.

On-Demand


April 6 @ 11:00am Pacific

Pricing Option

Unable to make the scheduled time? We have a solution. Simply purchase the VIP Complete Package & an on-demand version will be yours exclusively after the event.

  • VIP Complete Package (VIP Membership & In Person Seminar)

    Live or On-Demand
    $1,999
    Included with Package:
    • Annual VIP Membership [Value: $3,696]
    • On-Demand Seminar [Value $1,000]
    • Three analyst info calls each year (EXCLUSIVE to this offer).
    • In Depth Access to the Analysts through over 100+ Q&As on Stocks!
    • KeyStone’s Full Research Package: Canadian Dividend Growth Stocks ($799). Canadian Small-Cap Growth Stocks ($799). US Growth & Dividend Stocks ($799).
    • 2 annual VIP portfolio reviews (2-hour interactive sessions) [Value: $500]
    • All special reports including; KeyStone's Top 100 U.S. Stock Report ($599), KeyStone's 2023 Electrification Report ($599), KeyStone’s Dividend All Star Report ($599), Canadian Small-Cap Cash Rich Report ($599), U.S. SaaS / Software & Tech Report ($599), Canadian Bear Market Opportunities Report ($599) and more…

VIP Seminar Agenda

  • 2024 Market Outlook – Broad Risks & Opportunities?

    a. The Market Environment – how did we get here and where are valuations today.
    b. Opportunities & What to Avoid.
    c. How 2-3 great stocks in your lifetime can be game changing in your portfolio.
    d. Real BUY examples from our research including Hammond Power (HPS.A:TSX) – the best performing stock on the TSX over the past 2 & 5-years has now gained over 20,000%, Boyd Group (BYD: TSX) the best-performing stock in Canada over the past decade up over 13,8500% and XPEL (XPEL: NASDAQ) the best-performing stock to graduate to the NASDAQ up over 3,900% in 6 years.

  • KeyStone's Portfolio Building Strategy

    a. How different investor's profiles affect portfolio building.
    b. Sample target portfolios.
    c. Why the conventional portfolio model is broken.
    d. Portfolio composition: How many stocks to own & what type.
    e. How to build a stock portfolio: what time period (12-24 months) to build a core portfolio & how to “layer” into stock positions.
    f. How to start buying – initial positions.
    g. How to handle your existing portfolio: A basic portfolio review / checklist to streamline current portfolio and deploying KeyStone’s strategy into an existing portfolio.
    h. Reasons and timing for selling stocks.

  • Total Portfolio Asset Allocation & Risk Tolerance.

    a. Asset allocation for the total portfolio (including fixed income).
    b. Risk tolerance – how to assess and impact on asset allocation.
    c. Fixed income investing.
    d. Dividend growth stocks for income.
    e. Asset allocation methods and examples including the age method.
    f. Example allocations for different risk tolerances.
    g. Diversification in equity / stock segment of portfolio (using indexed ETFs).
    h. Asset allocation examples (2 to 4 examples using fictional investor profiles).

  • How to employ KeyStone’s Research Strategy & Services.

    a. Discussing KeyStone’s focus on sound businesses with growth, profitability and solid balance sheets.
    b. Client dashboard tour – how to use the VIP Portfolio Builder tool
    c. Understanding KeyStone’s BUY/SELL/HOLD research reports.
    d. Weekly Q&A Sessions, annual interactive Webinars, and Podcasts.

  • A primer on KeyStone’s Fundamental Investing Strategy.

    a. What is fundamental financial analysis?
    b. Why we recommend clients focus on cash flow, great management & strong businesses.
    c. Basic financial statements & key financial ratios we use: PE, P/CF, P/FCF, EV/EBITDA, and Net Debt/EBITDA etc.
    d. Applying financial analysis to KeyStone’s research – the types of stocks we look for.
    e. What kind of stocks we avoid.

  • Self Directed Brokerage & Registered Accounts 101.

    a. Questrade, TD, BMO, RBC, etc.
    b. Types of Registered Accounts TFSA/RRSP/FHSA & Considerations for Portfolio Building.
    c. Decumulation strategy

  • KeyStone's VIP Portfolio Review.

    Complete analysis of 15 high conviction stock BUYs from our VIP Portfolio including our top tech, infrastructure, healthcare, resource (gold & energy), dividend growth stocks, cash rich small-cap stocks, stable businesses, and more.

  • Q&A Session.

    Ryan Irvine, Aaron Dunn and Brennan Habetler – Answer your questions on stocks and strategies.

Don’t just take our word for it. (Real testimonials).

Become a VIP Member & Receive the On-Demand Webinar

See What Real Webinar Attendees are Saying.

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