In this on demand webinar we use a case study approach to illustrate a simple solution for investors fed up with big bank fees and meager returns. Practical steps and tips to building (or repair) any stock portfolio at key stages of an investor’s life including:
KeyStones’ Simple Portfolio Building Plan – designed to enrich you, not your advisor. We show investors how to save on fees, simply, and focus on buying great businesses (stocks) designed to grow and pay dividends over the long-term.
Renewable Energy Stocks for the Next Decade: detailing KeyStone’s research into all 84 “clean-tech” related stocks in Canada. Keying in on 8-12 renewable (hydro, geothermal, solar etc.) power producers, with valuations on each and 3 top recommendations.
The FAANG Stocks – Buy or Sell? Facebook, Amazon, Apple, Netflix and Alphabet (Google) are the biggest names in tech and have performed extremely well. We look at each stock today, rate them and see if they should find a place in Canadian portfolios.
Tech Themes: cloud computing, cybersecurity, AI, IoT, remote work and more.
Is Gold or are Gold Stocks right for your portfolio?
Telemedicine & New Healthcare Opportunities: the shift to online and in-home healthcare and where the opportunities may occur.
DIY Starter Portfolio: full details & analysis on 4-6 great stocks you can buy today. Our crisis investing portfolio from KeyStone’s April 2020 DIY Webinar has already gained 51% Do not miss out on these unique, profitable growth and dividend growth stocks.
45-minute Q&A Session: Ryan Irvine & Aaron Dunn – answering questions on the Webinar, stock investment strategies and giving ratings on any stock in Canada or the U.S.
3 Free Gifts
On-Demand Webinar Special Gifts:
A total value of over $1200, just for tuning into the webinar!
1) KeyStone’s Canadian Green/Alternative Energy Stock Report ($599)
2) Live Recorded Webinar: Dividend Stock Investing ($79)
3) U.S. Profitable Small & Micro-Cap Growth Special Report ($599)
Watch our on-demand webinar if you want to take control of your stock investment portfolio, stop paying high fees, and create a simple 15-25 stock portfolio composed of quality growth and dividend growth stocks. A portfolio designed to benefit you, not your advisor. Attend if you want to learn from the only analyst team that recommended both the best performing stock in Canada over the past decade, Boyd Group (BYD:TSX) and the 4th best performing stock, Enghouse Systems (ENGH:TSX). Two great companies that you would not have found through your Big Bank advisor, but would have made a game changing difference to your portfolio. Recommended by Keystone in 2008 at $2.30 per share, Boyd generated a return of over 9,000% and paying out $4.60 in dividends. The stock recently closed over $200.00. 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. Find out our top renewable energy stock which trades at a 45% discount to its fair value and pays a 5.5% dividend. What are you waiting for?
Listen to what real Canadian attendees have to say about KeyStone's Webinars and stock picks.
The On-Demand Webinar will also provide full analysis and current buy recommendations on 5-6 stocks.
KeyStone’s strategy is time-tested and it works – our live streaming webinars will show you how to create a simple 15-25 stock portfolio.
Are you tired of the high fees and meager returns from traditional big bank mutual fund and ETF investing?
For the past 21 years, we are proud to say that KeyStone’s unique research has been leading the charge for independent minded investors across Canada. KeyStone is truly an independent research advisory firm.
This should not make us unique in Canada, but it does.
Unlike the big banks and brokerages, we do not perform financing for the stocks we recommend and do not receive payment from companies for their inclusion within our research.
This focusses us on one thing – finding the best performing stocks for investors across North America.
Each year our analysts tear through the financial statements of every stock in Canada (over 3,500) and over 3,000 in the U.S. to uncover 10-15 unique, profitable growth and dividend growth stock opportunities for our clients. Often before the broader market finds them. We leave no stone unturned in our search for undervalued growth and dividend growth stocks from any industry including: technology, alternative energy, biotech, manufacturing, healthcare, oil & gas, cannabis, materials, mining, consumer (staples & discretionary), services, and more.
KeyStone can show you how to save fees and our singular focus on research helps us identify both unique growth stocks and high-quality cash producing, industry leaders that are designed to grow your portfolio long-term.
In these uncertain times, investors need unique advice they can trust more than ever. We invite you to attend one of our Fall 2020 Stock Investing Webinars and learn to Build a Modern Stock Portfolio composed of 15-25 Quality Stocks:
Fall 2020 Special Topics:
Simplify your portfolio, pay less fees and take control of your financial future.
Following the 2-hour seminar attendees have the opportunity to access a Live 45-minute Q&A session with KeyStone analysts Aaron Dunn & Ryan Irvine!
Bonus: KeyStone will give you 5-6 quality growth & dividend stocks to BUY today!
To be frank, our DIY Stock Seminar is not a get rich quick scheme – if you are looking for the magic button to financial freedom, look elsewhere. What we provide is solid, practical advice with time-tested recommendations and a simple ongoing strategy.
We do not believe in hype. Our goal is to keep it simple and recommend buying great businesses. Our research paired with a low-cost discount broker helps you create a simple portfolio of between 15-25 stocks designed to beat the market long-term.
If you are tired of paying high fees and underperforming the market, take just a couple hours of your time and become a better investor.
1. Keystone will show you how to start building in your simple 15-25 stock portfolio designed to enrich you, not your advisor.
2. Why the traditional “Big Bank” diversified model is broken.
3. A look at the problems with typical Canadian Mutual Funds.
4. Big bank & traditional advisor’s high fees.
5. Our Solution
a. Take control, pay less fees.
b. Create a simple 15-25 stock portfolio.
6. How to create your DIY Portfolio.
a. Start with a discount brokerage account.
b. Asset allocation - how much to invest.
c. Focused diversification - how many stocks to own.
d. Strategy for portfolio building.
e. When to SELL a stock.
f. Review and rebalance.
7. How much capital do I need?
Practical steps and tips to building (or repairing) an investment portfolio at the key stages of an investor’s life.
Retired or Close to Retirement – Aged 60 to 80+. At this stage investors need to focus on safety-of-capital while also continuing to generate growth and income.
Middle Stage Investor – Aged 35 to 60. These will be the peak earning years for many investors and the period when the most wealth can be generated in a portfolio.
Early Stage Investor – Aged 20 to 35. Younger investors generally have an opportunity to invest with greater flexibility and take on more risk for higher potential returns.
Canadian Small-Cap Growth Stocks – Underfollowed, high-growth, profitable companies, with strong balance sheets, solid management and solid mid to long-term growth plans.
Canadian Income/Dividend Growth Stocks – Great businesses with solid financial structures, strong management, and strong track records, that pay sustainable dividends and are able to increase dividends over time.
U.S. Research Service - U.S. Tech Leaders – Innovative, mid to mega-cap companies, that are driving technological change across all industries and are available primarily on the U.S. market. Underfollowed, micro to small-cap high-growth, profitable companies, with strong balance sheets, solid management and solid mid to long-term growth plans.
VIP Service – Introducing KeyStone’s VIP Portfolio Builder: Designed to assist you in building your 15-25 stock portfolio over a 12-24 month period. The simple system selects 4-6 stocks currently ranked as Focus BUYs from our full coverage universe over the first 1-3 months and helps clients add 2-3 stocks ever 3-months to build their quality growth and dividend growth stock portfolio.
Renewable Energy Stocks for the Next Decade: detailing KeyStone’s research into all 84 “clean-tech” related stocks in Canada. Keying in on 8-12 renewable (hydro, geothermal, solar etc.) power producers, with valuations on each and 3 top recommendations.
The FAANG Stocks – Buy or Sell? Facebook, Amazon, Apple, Netflix and Alphabet (Google) are the biggest names in tech and have performed extremely well. We look at each stock today, rate them and see if they should find a place in Canadian portfolios.
Tech Themes: cloud computing, cybersecurity, AI, IoT, remote work and more.
Is Gold or are Gold Stocks right for your portfolio?
Telemedicine & New Healthcare Opportunities: the shift to online and in-home healthcare and where the opportunities may occur.
5-6 stock picks to begin building your portfolio today including:
1. The best value in Canadian alternative energy.
2. The highest yielding gold related stock in Canada.
3. An unknown, growth-by-acquisition home healthcare stock.
4. A cloud computing giant.
5. And more…
45-minute Q&A Session: Following the Webinar with Ryan Irvine & Aaron Dunn – answering your questions on the Webinar, stock investment strategies and giving ratings on any stock in Canada or the U.S.
Live Recorded Webinar: Dividend Stock Investing ($79)
A sampling of real recommendations from recent research.