Included in the VIP Stock Portfolio Building Seminar:

  • In person 5-6 hours seminar (Vancouver OR Calgary OR on-demand video option available.)(Value: $1,000).
  • Additional Bonus: Three analyst info calls each year (EXCLUSIVE to this offer).

***Please Note a complementary lunch and beverages will be served at the Event***

KeyStone’s VIP Stock Portfolio Building Seminar has been designed for VIP Clients so that they can get the most out of KeyStone’s VIP Service. (Full Seminar Agenda Below).

 

***MUST BE A CURRENT VIP CLIENT TO GAIN COMPLEMENTARY ACCESS TO THE EVENT***

Select your event city below and click on the RED Text to secure your complementary ticket.
CityDate & TimePriceVIP Membership & Seminar Ticket
VancouverSaturday November 5, 2022 @ 11:00am-4:00pm PacificFREE for VIP Clients
CalgarySunday November 6, 2022 @ 11:00am-4:00pm MountainFREE for VIP Clients

VIP Seminar Agenda: 

  1. 2022 REVIEW & HOW TO POSITION YOUR PORTFOLIO FOR 2023 – BROAD RISKS & OPPORTUNITIES.
    • The 2022 drop in North American stocks marks the worst in 52-years – how did we get here and where are valuations today.
    • The Folly of Macro Forecasting.
    • Investing in a Bear Market – what to focus on in your portfolio.
    • How 2-3 great stocks in your lifetime can be game changing in your portfolio.
      • Real examples from our research include Boyd Group (BYD: TSX) the best-performing stock in Canada over the past decade up over 8,000% and XPEL (XPEL: NASDAQ) the best-performing stock to graduate to the NASDAQ up over 3,650% in 5 years.
  2. KEYSTONE’S PORTFOLIO BUILDING STRATEGY.
    • How different investors profiles affects portfolio building. 
    • Sample target portfolios.
    • Why the conventional portfolio model is broken. 
    • Portfolio composition: How many stocks to own & what type.
    • How to build a stock portfolio: what time period (12-24 months) to build a core portfolio & how to “layer” into stock positions. 
    • How to start buying – initial positions. 
    • How to handle your existing portfolio: A basic portfolio review / checklist to streamline current portfolio and deploying KeyStone’s strategy into an existing portfolio.
    • Reasons and timing for selling stocks. 
    • Build a Portfolio (2 to 4 examples using fictional investor profiles).
  3. TOTAL PORTFOLIO ASSET ALLOCATION AND RISK TOLERANCE.
    • Asset allocation for the total portfolio (including fixed income).
    • Risk tolerance – how to assess and impact on asset allocation.
    • Fixed income investing.
    • Dividend growth stocks for income.
    • Asset allocation methods and examples including the age method.
    • Example allocations for different risk tolerances. 
    • Diversification in equity / stock segment of portfolio (using indexed ETFs).
    • Asset allocation examples (2 to 4 examples using fictional investor profiles).
  4. HOW TO EMPLOYE KEYSTONE’S RESEARCH STRATEGY & SERVICES.
    • Discussing KeyStone’s focus on sound businesses with growth, profitability and solid balance sheets. 
    • Client dashboard tour – how to use the VIP Portfolio Builder tool 
    • Understanding KeyStone’s BUY/SELL/HOLD research reports.
    • Weekly Q&A Sessions, annual interactive Webinars, and Podcasts.
  5. A PRIMER ON KEYSTONE’S FUNDAMENTAL INVESTING STRATEGY.
    • What is fundamental financial analysis?
    • Why we recommend clients focus on cash flow, great management & strong businesses. 
    • Basic financial statements & key financial ratios we use: PE, P/CF, P/FCF, EV/EBITDA, and Net Debt/EBITDA etc. 
    • Applying financial analysis to KeyStone’s research – the types of stocks we look for.
    • What kind of stocks we avoid.
  6. WHERE THE OPPORTUNITIES ARE TODAY & WHAT TO AVOID NEAR & LONG-TERM.
    • Areas of the market we find interesting:
      • High-growth themes (such as tech.)
      • Staple businesses.
    • Special Reports:
      • Top US SaaS & Tech Stocks Currently On-Sale.
      • Canadian Small-Mid Cap Opportunities Report – 20 stocks presenting growth & value in a bear market. 
      • 2023 Canadian Dividend All Star Report – BUY/SELL advice after reviewing every dividend payer.
    • Investing in a Bear Market.
  7. VIP PORTFOLIO REVIEW.
    • Complete analysis of 15 high conviction stock BUYs from our VIP Portfolio including our top tech, infrastructure, healthcare, resource (gold & energy), dividend growth stocks, cash rich small-cap stocks, stable businesses, and more.
  8. Q&A SESSION.
    • Ryan Irvine, Aaron Dunn and Brennan Habetler – answer your questions on stocks and strategies.
Book a Call Here
Click here to book a complimentary 10-minute call with Ryan, Aaron, Brennan, or one of our staff and see what services may be right for you.