KeyStone’s VIP Service is designed for individuals or families who are serious about having KeyStone help them build a 20-25 stock portfolio and want an easy-to-follow system which tells you what stocks to buy, how many, and when to Buy & Sell.
Includes all 5 of KeyStone’s Research Services & Webinars:
- Canadian Small-Cap Growth Stock Research: (CSCR)
- Canadian Income/Dividend Stock Research (CDSR)
- U.S. Dividend & Large-Cap Growth: (USDR)
- U.S. Small-Cap Growth Stock Research
- Simple TFSA Portfolio (TFSA)
Exclusive VIP Bonus:
- 2 Semi-Annual VIP Webcasts ($500)
- Over 100 Analyst Hosted Weekly Chat Sessions
- All Special Reports (Priced at $599 individually)
Savings ($1,500 off the regular price of $4,995).
The service also includes our recently added VIP Portfolio Builder Tool.
It has never been easier to follow KeyStone’s Portfolio Building Strategy, with our new VIP Portfolio Builder Tool – guiding clients through the process of building a simple 20-25 stock portfolio with information on which stocks to buy, how many, and over what period!
A simple concept that can change your portfolio.
“Investing in just 2 or 3 truly great stocks in your lifetime can be game-changing for your portfolio.”
This past year Warren Buffett, perhaps the greatest investor of all time, stated that “In his 58 years of Berkshire management (his) satisfactory results have been the product of about a dozen truly good decisions – that would be about one every five years.”
Let that sink in.
Only 12 great investments (stocks) in his almost hundred years on earth, have made him one of the richest humans on the planet.
Truly great stocks create truly great wealth. It’s that simple. Unfortunately, if you construct your portfolio with the traditional Big Bank approach, buying 5-20 mutual funds and ETFs which each owns 100+ stocks, you cannot take advantage of these great stocks.
A portfolio built in this manner owns 500 to 1000s of stocks and will mirror the market (because it is the market) but underperform due to the high fees.
There is a better way.
Focused Diversification – the better way to build a portfolio.
Let KeyStone help you build a simple 20-25 stock portfolio designed to save on fees and position you to benefit from great capital-compounding stocks.
Use our VIP research service to fill these buckets with 20-25 stocks over 24 months.
Whether you are looking for Canadian growth, dividend/income, exposure to U.S. growth & technology leaders, or a portfolio including all of the above, discover how our research services can work for you.
Become a client today and let KeyStone help you build a better portfolio designed to enrich you, not your advisor.
If you are not convinced, book a no-obligation free call with one of our team members to see how KeyStone’s research services can help you today.
