With KeyStone’s flat fee research investors can save thousands as compared to the fees paid with traditional advisors.
KeyStone’s simple flat-fee portfolio strategy could save you $10,000 each year and earn you over $2 million more in a $500,000 sample portfolio. Considering an annual return of 7.5% and an investment horizon of 30 years.
KeyStone is an independent financial advisor firm. For over two decades we have been helping individual Canadian & US investors build simple 15-25 stock portfolios consisting of quality growth & dividend growth stocks. Investors pair our research including BUY/SELL & HOLD stock advice, and portfolio building strategies with an online discount brokerage account to help them save on fees and build simple portfolios with the goal of creating long-term wealth.
We help you create a simple stock portfolio designed to enrich you, not your advisor. KeyStone focuses on the two elements in your portfolio:
The most important element to your success is what you put in your portfolio. That is why we focus on research. Our analysts, and that is where we are specialists, literally go over all 3,500+ Canadian stocks twice a year and look at over 3,000 in the U.S. to find our clients 15-25 stocks.Why? Stocks are by far the most important part of your portfolio (comprising 50% +).
Identifying great stocks which are businesses that grow and pay dividends long-term is the best way to grow your wealth. By painstakingly researching these businesses (often identifying unique stocks you rarely hear about from traditional financial advisors), we can add value to investor portfolios long-term. This type of research lead us to recommend the best performing stock over the past decade, The Boyd Group (BYD.UN:TSX) to clients. A simple business, Boyd consolidates auto repair shops – pretty boring stuff. But the returns have been anything but boring. The stock has increased from our recommendation at $2.30, in 2008 to $225 plus today – it is not a business most Canadians hear much about – we recommended it 25 times over the past 12-years. Truly a game changer increasing over 9,000% over that time. Adding a company like Boyd to your portfolio 10 years ago – would have made a monumental difference in your portfolio today.
Upcoming Reports: 2021 U.S. Dividend Growth Stock Report, 2021 Canadian Cash Rich, Profitable Growth Stock Report, 2021 Canadian Dividend All Star Report, & 2021 Breakthrough/Turnaround Canadian Small-Cap Report ($599 each).
Immediate Access: 2020 U.S. Cash Rich, Profitable Growth Stock Report, KeyStone’s 2020 Canadian Green/Alternative Energy Stock Report, KeyStone’s 2020 Cannabis Report, & U.S. Profitable Small & Micro-Cap Growth Special Report ($599 each).
Buy any 2 KeyStone research subscriptions and save!
Gain access to all of KeyStone’s research with our VIP Membership, tailored to investors who want to build a portfolio of 15-25 stocks encompassing our diverse landscape of high-quality Canadian Growth & Dividend Stocks, U.S. Growth/Value Stocks and Dividend Growth Stocks.
Including our Simple Portfolio Builder Tool which guides clients in their portfolio building journey by indicating to them how many stocks to hold and which stocks are KeyStone’s highest conviction buy recommendations to potentially add to their portfolio next.
Don’t settle with paying high fees and continually underperforming the market. 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 stock portfolio. It’s your money and your financial future, so do something about it!
If you are looking for the magic button to financial freedom, look elsewhere. What we provide is solid, practical advice with real 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.
Our analysts are always on the hunt for the next great stock to recommend to clients. Just take a look at Photon Control Inc. (PHO:TSX), recommended to KeyStone Webinar attendees back in April of 2020 at $0.88. Just three months later, the stock soared for a gain of over 115% driven by record financial results during the crisis. In 2018, KeyStone Recommended, XPEL (XPEL:NASDAQ), an unknown cash producing business at $1.42. XPEL has been one of the best performing stocks in Canada over that time – now up over 3,046%. Our analysts also uncover some of the best Dividend Growth Stocks on the market, including Algonquin Power & Utilities (AQN:TSX), recommended to clients in 2012 at $6.17. Algonquin has since paid over $4.00 in dividends and now trades at $21.34 for a total return of 311%.
Recommendations you will find nowhere else other than through KeyStone's meticulous research.