Traditional mutual funds and jack-of-all trade financial advisors do not cut it anymore. Equities (stocks) form the most important component of your portfolio. For investors with beyond a 10 year horizon, equities can often comprise around 70% of your portfolio and should be responsible for the majority of the growth within your portfolio. Moreover, for those close to or in retirement, the dividends provided by strong, cash flow positive equities can provide the income necessary to supplement your existing pension or other income vehicles.
Entrusting all your critical growth and income related capital in your portfolio to traditional financial advisors whose knowledge is stretched thin between retirement, insurance, estate planning, and taxation responsibilities, or to traditional fund managers (who charge too much and continually underperform the market) just does not make sense.
With stocks often comprising up to 70% of your portfolio, it is critical that this component receive your primary focus. As such, we put the focus on research and stock selection.
We do not do…
- Life Insurance
- Home Insurance
- Car Insurance
- Any Insurance
- A better banking package
- Identity Protection
- Estate Planning Advice
- Your taxes
- Life coaching
- An in-house mutual fund
- An in house ETF
- A GIC
By all means, use the nice man or women at your financial institution for these services; that is what they are they for. But use KeyStone for expert research in the critical equity component of your portfolio.
All we do is stocks – no distractions.
KeyStone continues to use a simple, but highly effective strategy – literally pouring over the financial statements of 1,000s of potential investments to target low priced and/or income producing, profitable stocks before the broader market identifies their tremendous growth potential. We interview management and continue to follow them on your behalf, giving you specific BUY/SELL/HOLD advice designed to help you profit as a long-term investor.
Bottom line: You get expert advice at the best price.
Our Small Cap Strategy
KeyStone has a proven track record of successfully uncovering undervalued small-, micro-, and mid-cap growth and value stocks with tremendous upside potential before the broader financial arena. Real companies, producing real revenue and earnings growth, trading at low prices – How do we do it? We simply dig deeper and search further into areas where traditional big bank or large institutional research will not look – providing you with independent first coverage on some of Canada’s fastest growing small-cap stocks.
Our Dividend Growth Strategy
Dividend stocks consistently outperform their non-dividend counterparts by a wide margin. KeyStone’s Income Stock Research helps investors identify the market’s best ‘dividend and income growth stocks’ –companies that not only pay a healthy income stream to investors, but also have the capacity to grow that distribution over time. We search for and discover companies with strong growth and cash flow, reasonable levels of business and financial risk that are trading at discounted prices, generating clients both steady income and solid capital appreciation.