KeyStones’ Simple Portfolio Building Plan – designed to enrich you, not your advisor. We show investors how to save on fees, and focus on buying great businesses (stocks) designed to grow and pay dividends over the long-term.
Hot Topics:
Why 2-3 Great Investment Ideas can Change your Life: Real examples from our research in how $20,000 invested in Boyd Group (BYD: TSX) became over $2 million in 12 years & $20,000 invested in XPEL (XPEL: NASDAQ) became $697,000 in just 3 years. Find out how we uncover these great growth stocks and what to look for in a capital compounding investment such as Boyd and XPEL.
Tune-up Your Portfolio: Putting our Portfolio Building Plan into Action we will guide you from building a portfolio from scratch to upgrading and maintaining your existing portfolio.
Learn 5 Simple Steps to Analyze Any Stock: Someone gives you a hot stock tip? Analyze any business yourself with KeyStone’s fundamental checklist.
DIY Starter Portfolio: full details & analysis on 7 great stocks you can buy today. Our crisis investing portfolio from KeyStone’s April 2020 DIY Webinar has already gained 100.7%. Do not miss out on these unique, profitable growth and dividend growth stocks.
A Recorded 45-minute Q&A Session: Following the Webinar with Ryan Irvine & Aaron Dunn – answered attendees’ questions on the Webinar, stock investment strategies, and gave ratings on any stock in Canada or the U.S.
1) KeyStone’s 2021 Canadian Cannabis Report ($599)
2) 2021 On-Demand Webinar: Simple Advice to Position your Portfolio for the Next Decade ($79)
3) KeyStone’s 2021 U.S. Growth Stock Report
Listen to what real Canadian attendees have to say about KeyStone's Webinars and stock picks.
Watch KeyStone’s 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. Watch if you want to learn from the only analyst team that recommended the best performing stock in Canada over the past decade, Boyd Group (BYD: TSX), the 4th best performing stock, Enghouse (ENGH: TSX), and the best-performing stock in Canada over the past three years, XPEL Inc. (XPEL: NASDAQ). Three 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 has generated a return of over 10,139% and has paid out $5.50 in dividends. With the stock recently closing over $230. XPEL Inc., recommended at just $1.42 in late 2017, today it trades at $90.27 for a total return of over 6,257%. And Photon Control (PHO: TSX), which was recommended to clients at $0.46, was just acquired at $3.60 for a return of 683%.
We also specialize in great dividend growth stocks. Brookfield Infrastructure Partners L.P. (BIP.UN: TSX), recommended to clients at $14.41 has paid $18.62 in dividends since our recommendation and today trades at $67.22, for a total return of 496%. Finally, we have recommended some of the best US growth stocks to clients including cybersecurity giant Fortinet Inc (FTNT: NASDAQ) at $61.18, under 3-years ago which now trades at $236.98 – a gain of 287%. Or digital platform engineering and software development giant, EPAM Systems Inc. (EPAM: NASDAQ) which was recommended just under 3-years ago at $123.28 and trades today at $514.60 for a gain of 317% and counting.
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 better investors. What are you waiting for?
The On-Demand Webinar also provides full analysis and current buy recommendations on 7 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 22 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 will show you how to save on 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 watch our 2021 Summer School for Your Portfolio On-Demand Webinar to learn how to construct a Modern Stock Portfolio composed of 15-25 Quality Stocks, including full details & analysis on 7 great stocks you can buy today. Our 6-stock crisis investing portfolio from KeyStone’s April 2020 DIY Webinar has already gained 100.7%. Do not miss out on these unique, profitable growth and dividend growth stocks.
Plus, get access to a Recorded 45-minute Q&A Session: Following the Webinar with Ryan Irvine & Aaron Dunn – answered attendees’ questions on the webinar, stock investment strategies, and gave ratings on any stock in Canada or the U.S.
Simplify your portfolio, pay less in fees, and take control of your financial future.
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 of hours of your time and become a better investor.
Real examples from our research in how $20,000 invested in Boyd Group (BYD: TSX) became over $2 million in 12 years & $20,000 invested in XPEL (XPEL: NASDAQ) became $697,000 in just 3 years. Find out how we uncover these great growth stocks and what to look for in a capital compounding investment such as Boyd and XPEL.
1. Inflation 101- Investing in an Inflationary Environment
2. Growth versus Value Stocks - The 2021 Reversal
3. New Age Investment Themes
a. Tech - AI and Digitalization Stocks
b. Renewables and Cleantech
c. Cannabis
d. Cryptocurrency and Blockchain
e. Healthcare Trends
4. Old School Investment Themes
a. Commodities and Cyclicals
b. Are Gold Stocks right for your portfolio?
c. Staple and Essential Businesses.
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 in 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?
1. Building a new portfolio from the bottom up.
2. Reviewing and repairing your existing portfolio.
3. Portfolio maintenance.
Our crisis investing portfolio from KeyStone’s April 2020 DIY Webinar has already gained 100.7%. Do not miss out on these unique, profitable growth and dividend growth stocks.
A recorded 45-minute Q&A Session: Following the Webinar with Ryan Irvine & Aaron Dunn – answering your questions on the Webinar, stock investment strategies and gave ratings on any stock in Canada or the U.S.
KeyStone’s 2021 Canadian Cannabis Report ($599)
Live Recorded Webinar: Simple Advice to Position your Portfolio for the Next Decade ($79)
Analyzing over 3,500 U.S. NASDAQ listed nano, micro, small, and mid-cap stocks to uncover 2-3 select buy recommendations.