KeyStone’s Portfolio Strategy
Tired of the high fees and meager returns from traditional big bank mutual fund and ETF investing? Join the thousands of Canadians like you who have taken control of their stock portfolios with a simple strategy that allows you to pay less fees and create a quality 15-25 growth & dividend stock portfolio. It’s your money and your financial future – build a portfolio that enriches you, not your advisor!
High Fees are Killing your Portfolio!
KeyStone’s flat-fee, simple 15-25 stock portfolio strategy provides the potential of higher returns with lower fees. By using KeyStone’s flat-fee research rather than paying a 2.5% fee with your big bank or broker. You could save up to $10,000 each year and earn over $2 million more in a $500,000 sample portfolio – considering an annual return of 7.5% and an investment horizon of 30 years.
For the past 21 years, I am proud to say 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.
Just take a look at some of our stock picks:
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.
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.
What have we done for clients lately?
Just listen to KeyStone’s CEO, Ryan Irvine, live with Michael Campbell discussing KeyStone’s stock picks over the past year!
Become a Premium VIP Client Today and Get All Our Research for One Flat Fee
An Annual Subscription to our Canadian Small-Cap Growth Stock Research provides you:
- Access to all of our core BUY/SELL/HOLD Canadian Income/Dividend Stock Research, Canadian Growth (Small-Cap) Research, & U.S. Growth/Value Stock Research.
- FLASH Update Reports (BUY/SELL/HOLD Ratings) on all KeyStone stocks in research coverage.
- Active Portfolios including our Focus BUY Portfolio, Latest Additions, New Discovery Small-Cap Portfolio featuring profitable low-priced stocks with explosive potential.
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- 100 Annual Weekly Analyst Hosted Q&A Sessions – ask questions to our analysts in real time on any stocks in your portfolio.
- 2 Semi-annual VIP Portfolio Video Updates.
- All archived research.
- All current and past DIY Seminar Videos.
- All Special Reports (Annual Dividend All-Star Report, Canadian & U.S. Cash Rich, Profitable Small-Cap Reports, Breakthrough/Turnaround Report, REIT Special Report, Cannabis Special Reports, and much more…).
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Our new (Soon-to-be-launched) Simple Portfolio Builder tool to assist clients in building their 15-25 stock portfolio. The tool simply provides clients with:
- How many stocks to buy and in what dollar amount.
- What 5-6 stocks to start with.
- Which 2-3 stocks to add each quarter over the next 12-24 months.
Keystone Service |
Regular Price |
Special Offer Price |
You Save |
Rate Code |
KeyStone’s VIP Package |
$3196 |
$1999 |
$1197 |
GA2XVP |
View the detailed descriptions of our Research Packages below and get the best discount on the high quality research that you desire!
Keystone Service |
Regular Price |
Special Offer Price |
You Save |
Rate Code |
|
Canadian Small-Cap Growth Stock Research |
$799 |
$499 |
$300 |
GA2XSC |
|
Canadian Income Stock Research |
$799 |
$499 |
$300 |
GA2XCS |
|
US Growth Stock Research |
$799 |
$499 |
$300 |
GA2XUS |
|
Canadian Small-Cap & Canadian Income Stock |
$1598 |
$899 |
$699 |
GA2XCC |
|
Canadian Small-Cap & U.S. Growth Stock |
$1598 |
$899 |
$699 |
GA2XSU |
|
Canadian Income Stock & U.S. Growth Stock |
$1598 |
$899 |
$699 |
GA2XCU |
|
VIP Package – All KeyStone’s Services* |
$3196 |
$1999 |
$1197 |
GA2XVP |
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Looking for Dividend Income in your Portfolio?
Get KeyStone’s Canadian Income Stock Research
KeyStone’s Income/Growth Stock Research Service provides retail and professional investors with independent BUY/SELL advice on Canada’s top Dividend Growth Stocks.
An Annual Subscription to our Dividend Stock Research provides you:
- Monthly BUY/SELL Stock Report Recommendations.
- Regular BUY/SELL Updates on Previously Recommended Stocks.
- New Interactive Bi-Monthly (26 per year) Q&A Chat Sessions (link to page describing chat Sessions) Hosted by KeyStone Analysts – no other service offers you this type of analyst interaction.
- Exclusive Hybrid Portfolio – our current Top Recommendations from each portfolio.
- New Strategies including “How to Create Your Own TFSA Income Producing Portfolio!”
- Cutting Edge Market Commentary.
Plus
- New “Active” Model Income Portfolios (divided into risk categories – up to 10 stocks per portfolio). Designed for you to replicate within your discount brokerage account.
- Monthly Updated Ratings on our Aggressive, Moderate, and Conservative Income Producing Portfolios.
- All “Special Reports” Associated with our Income/Growth Stock Research including; KeyStone’s Dividend All-Start Report (value $599).
New Special Bonus
You receive our 75 page starter guide, KeyStone’s Equity PlayBook – designed to take clients through every step of the stock investment process from finding the best discount brokerage, to allocating the appropriate level of cash in your Small-Cap and/or Income Stock portfolios to knowing what to BUY, when to SELL and everything in between – a great tool for novice and experienced investors alike.
PLUS Get KeyStone’s 2019 Canadian Dividend All-Star Report For FREE with one year subscription
This report is the culmination of months of researching every dividend paying stock in the Canadian market to find the top recommendations for our clients.
Step 1: We went through all 3,139 securities listed on the TSX and TSX Venture exchange, separating out the 763 that pay dividend or income distributions.
Step 2: We identified the 352 companies that make up the complete universe of dividend paying stocks (real businesses).
Step 3: We applied KeyStone’s rigorous growth/value investment methodology to narrow the list down to 74 companies with strong financial performance and sustainable dividends.
Step 4: We drilled down further into each individual company to identify the top 31 stocks that make up our ‘Top Tier’ monitor list.
Step 5: Finally, we recommended the best 8 individual stocks to our clients based on growth, financial stability and income generation.
KeyStone’s 2019 Dividend All-Star Report truly represents the very best of what the Canadian dividend market has to offer. Not only do you receive insightful research and analysis on the top 31 dividend growth stocks on the Canadian market, but we also further reduce that list to recommend the top 8 companies that could be added to your portfolio right away. The top 8 dividend growth stocks out of an initial list of 352 companies.
Regular Price: $799
You Save: $300
Special Price: $499
Use Rate Code: GA2XCS
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Looking for Canadian Growth Stocks?
KeyStone’s Canadian Small-Cap Growth Stock Research
Our Small-Cap Research Service provides serious investors with specific BUY/SELL/HOLD advice on undervalued micro, small, and mid-cap growth and value stocks. 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.
Why should you use KeyStone’s Canadian Small-Cap Growth Stock Research?
To Discover Canada’s Best Unknown Stocks.
#1 KeyStone recommended clients BUY the best performing stock on the entire Toronto Stock Exchange over the past decade: Boyd Group Income Fund (BYD:TSX) for a gain of over 9,500% (incl. dividends)!
#2 KeyStone recommended clients BUY the best performing non-penny stock in Canada in 2018: XPEL Inc. (XPEL:NASDAQ) for a gain of 320% in one year!
If you are not familiar with these stocks, you are not alone. Both stocks have limited to no coverage on Wall or Bay Street. While they should have been recommended to you by your bank, broker, advisor, or fund manager, they were not.
Why? Quite simply because they enrich shareholders, not the finance departments on Wall and Bay Street, so there is limited interest in covering them – despite the fact that Boyd Group is the single best performing stock on the TSX over the past decade and XPEL Inc. was one of the best performing non-penny stocks in Canada in 2018.
An Annual Subscription to our Canadian Small-Cap Growth Stock Research provides you:
- All New Buy Report/Upgrade Buy Reports
- FLASH Update Reports (BUY/SELL/HOLD Ratings) – 5-12 each month.
- NEW Active Portfolio’s Feature Tracking KeyStone’s Our Top Focus BUY Model Portfolio and Additional Special Coverage List.
- Salient Market Commentary with Quick Top Buys.
- Archived Research History (Annual Membership).
Plus
- 52 Interactive Weekly Q&A Chat Sessions Hosted by KeyStone Analysts – No other service offers you this type of weekly analyst interaction.
- Current “Action Notes” in our Active Portfolios.
- KeyStone’s Active Monitor List.
- Access to all “Special Reports” – Our Annual Cash Rich Reports, Opportunities Report, Annual Breakthrough/Turnaround Report.
New Special Bonus
You receive our 75 page starter guide, KeyStone’s Equity PlayBook – designed to take clients through every step of the stock investment process from finding the best discount brokerage, to allocating the appropriate level of cash in your Small-Cap and/or Income Stock portfolios to knowing what to BUY, when to SELL and everything in between – a great tool for novice and experienced investors alike.
Extra Bonus Reports
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KeyStone’s 2019 & 2020 Canadian Cannabis Report
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KeyStone’s 2020 Cash Rich/Debt Free, Profitable Canadian Small-Cap Report
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KeyStone’s 2019 Breakthrough/Turnaround, Canadian Small-Cap Report
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Regular Price: $799
You Save: $300
Special Price: $499
Use Rate Code: GA2XSC
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Looking for U.S. Growth Stocks?
KeyStone’s U.S. Growth Stock Research
Each year our analysts will tear through the financial statements of over 2,500 of the most under researched U.S. listed Small-Cap Stocks – uncovering unique and under-followed growth and value priced stocks before the broader market finds them. We leave no stone unturned in our search for undervalued growth stocks from any industry including technology, bio-tech, manufacturing, healthcare, oil & gas, materials, mining, consumer (stables & discretionary), services, and more.
From our US Growth Stock Research EPAM Systems Inc. (EPAM:NASDAQ) and Zynex, Inc. (ZYXI:NASDAQ) have gained 56% and 100%+ respectively. Zynex was just sold for a 200% profit in 18 months.
An Annual Subscription to our U.S. Growth Stock Research provides you:
- Access to KeyStone’s Model U.S. Growth Stock Portfolio.
- BUY/SELL/HOLD Advice): 8-12 stocks strategically bought over a 12-18 month period.
- All New BUY Recommendations: Simple to read, institutional level reports on under-followed and undervalued U.S. companies.
- FLASH Update Reports (BUY/SELL/HOLD Advice): Simple to read, fully updated reports on previously recommended stocks with new ratings and actionable advice.
- Bi-Monthly Chat Sessions (26 Per Year): Analyst hosted interactive Q&A sessions updating any covered U.S. Small-Cap and current market conditions or new opportunities.
- Plus
- Additional Coverage Reports:
- Select U.S. Small-Cap (BUY/SELL/HOLD Advice) stocks from outside our Model Focus BUY Portfolio.
- Special Reports: Including our U.S. Cash Rich, Profitable Small-Cap Report and our U.S. Opportunities Report ($599 each if sold separately).
- Archived Research: Access to all relevant historical U.S. Small-Cap research.
Extra Bonus Reports
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KeyStone’s 2020 Cash Rich/Debt Free, Profitable U.S. Growth Stock Report
Regular Price: $799
You Save: $300
Special Price: $499
Use Rate Code: GA2XUS
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How About Combining Two of Our Offers?
Combine two of our Research packages and receive additional savings! Mix & Match between our:
Canadian Small-Cap Growth Stock Research + KeyStone’s U.S. Growth Stock Research
Regular Price: $1598
You Save: $699
Special Price: $899
Use Rate Code: GA2XSU
Canadian Small-Cap Growth Stock Research + KeyStone’s Canadian Income Stock Research
Regular Price: $1598
You Save: $699
Special Price: $899
Use Rate Code: GA2XCC
Canadian Income Stock Research + KeyStone’s U.S. Growth Stock Research
Regular Price: $1598
You Save: $699
Special Price: $899
Use Rate Code: GA2XCU
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Become a VIP and Get All of KeyStone’s Research
Canadian Small-Cap Growth Stock Research + Canadian Income Stock Research + KeyStone’s U.S. Growth Stock Research
Get all of our research packages for the best savings possible!