Building a Modern DIY Stock Portfolio

  • KeyStones’ Simple Portfolio Building Plan – designed to enrich you, not your advisor. In this webinar KeyStone’s Founder, Ryan Irvine & Head Dividend Growth & U.S. Research, Aaron Dunn help both novice and experienced investors create simple 15-25 stock portfolios composed of high-quality growth and dividend growth stocks. You will learn how to simplify your stock portfolio, save on fees, and focus on buying great businesses (stocks) designed to grow and pay dividends over the long term.

  • Why 2-3 Great Investment Ideas can Change your Life: Real examples from our research on 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.

  • DIY Starter Portfolio:  full details & analysis on 6 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.

  • Why Canadians Need Exposure to the US Market: With the Canadian Stock Market roughly 50% financials (banks) and resource stocks the structure is a significant negative for Canadian portfolios. KeyStone details how exposure to a more diversified U.S. stock market with game-changing technology stocks driven by AI, cybersecurity, IOT, blockchain, 5G, Big Data, and more is key to the success of your portfolio.

  • The Broken Model & How to Start or Fix Your Stock Portfolio Today: Detailing why the complex, fee-heavy traditional portfolio building model is killing your returns long-term, how to start or fix your portfolio, how many stocks to own, and over what period. 

  • Stocks 101: Everything from what is a stock, mutual fund, and ETFs, to the difference between investing and speculating, and how to select great stocks & avoid poor stock ideas

  • RRSP & TFSA Basics: We review the pros and cons of tax-sheltered RRSP and TFSA’s. 

  • Learn 5 Simple Steps to Analyze any Stock in 5 Mins:  Have you ever received a hot stock tip and not known if you should act on it? We will show you had to assess any stock tip in 5 simple steps

  • A Recorded 30-40-minute Q&A Session (Plus Live Call): Following the Webinar with Ryan Irvine & Aaron Dunn – answered attendees’ questions on the Webinar, stock investment strategies, and gave ratings on a number of Canadian and U.S. stocks. Plus, attendees will be able to book a 10-minute live call with a KeyStone analyst.

Free Gifts Included with Purchase

Free Gifts included with the purchase of the Standard Event & VIP Tickets:

1) KeyStone’s 2021 Canadian Cannabis Report ($599)

  • Analysis on top Canadian operating Cannabis producers.
  • Including our top Cannabis recommendation in the space.
Additional Gifts Included ONLY with the purchase of VIP Event Tickets:

2) 2021 On-Demand Webinar: Simple Advice to Position your Portfolio for the Next Decade ($79)

  • Why 2-3 great investment ideas can change your portfolio.
  • Full details and analysis on 7 great stocks you can buy today.

3) KeyStone’s 2021 U.S. Growth Stock Report ($599)

  • Analyzing over 3,500 U.S. NASDAQ listed nano, micro, small, and mid-cap stocks to uncover 2-3 select buy recommendations.
  • Statistical analysis on over 50 companies we are monitoring for entry points.

 

Next webinar in 20 minutes – sign up now!

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Why Attend?

Real Attendee Testimonials

Listen to what real Canadian attendees have to say about KeyStone's Webinars and stock picks.

DIY Starter Portfolio

Webinar includes 6 examples of great stocks from our research you can buy today including:

  1. Disruptive Health-Tech Small-Cap: Our top-rated and unknown, profitable health-tech stock that trades for just over $1.00. Revenues grew 245% in the last quarter, EBITDA more than doubled and the company was significantly profitable from a loss in the same quarter last year. Growth organically and from the acquisition is expected to continue in 2021 and beyond. Not a single analyst in Canada outside of KeyStone covers this opportunity. 
  2. Global Infrastructure Dividend Growth Stock: Dividend grower with an approximate 3.75% and a diversified portfolio of stable, long-term assets (ports, railroads, data centers, energy, etc.). 95% of cash flow is derived from long-term contracts or regulated rates of return and 70% is indexed to inflation.
  3. Most Profitable U.S. Cannabis MS0: KeyStone’s top-rated seed to sale U.S. multi-state operator (MSO). The stock is not only the most profitable US Cannabis business but also trades at a significant discount to its peers on an adjusted earnings basis. The stock has already jumped over 150% in 18-months from our original recommendation, but a pullback in the sector appears to be a long-term opportunity. 
  4. Profitable, Growing Home-Healthcare Provider: Diversified home-healthcare provide which continues to grow organically and through strategic acquisition. The stock trades at a significant discount to peers despite higher growth. 
  5. U.S. Engineering Growth Stock to Benefit from Infrastructure Spending Boom: Leading engineering and consulting firm well-positioned to capitalize on investments into aging U.S. infrastructure. Strong growth profile and trading at a significant discount to peers.
  6. KeyStone’s Top Rated Canadian Apartment REIT: Yielding 2.25% with a low payout ratio, room from distribution growth and trades at a discount to peers despite holding a better balance sheet and higher potential for growth. 

Our DIY Starter Portfolio details each of these stocks which you can add to your portfolio today. 

KeyStone’s 7 Stock crisis investing portfolio from our April 2020 DIY Webinar has already gained 100.7%. Do not miss out on these top-rated stock ideas!

Ticket Options

  • Standard Event Ticket

    Bonuses with Ticket
    $29.95
    • KeyStone’s 2021 Canadian Cannabis Report ($599)
  • VIP Event Ticket

    Bonuses with Ticket
    $79.95
    • KeyStone’s 2021 Canadian Cannabis Report ($599)
    • 2021 On-Demand Webinar: Simple Advice to Position your Portfolio for the Next Decade ($79)
    • KeyStone’s 2021 U.S. Growth Stock Report ($599)

Standard Event Ticket


VIP Event Ticket


Get Real Recommendations & a Simple Strategy to Employ Today and Long-Term

The 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.

Webinar Agenda

  • 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.

  • Stocks 101

    Everything from what is a stock, mutual fund, and ETFs, to the difference between investing and speculating, and how to select great stocks & avoid poor stock ideas.

  • The Broken Model & How to Start or Fix Your Stock Portfolio Today

    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?

  • Portfolio Building in Practice

    1. Building a new portfolio from the bottom up.
    2. Reviewing and repairing your existing portfolio.
    3. Portfolio maintenance.

  • RRSP & TFSA Basics

    We review the pros and cons of tax-sheltered RRSP and TFSA’s.

  • Why Canadians Need Exposure to the US Market

    With the Canadian Stock Market roughly 50% financials (banks) and resource stocks the structure is a significant negative for Canadian portfolios. KeyStone details how exposure to a more diversified U.S. stock market with game-changing technology stocks driven by AI, cybersecurity, IOT, blockchain, 5G, Big Data, and more is key to the success of your portfolio.

  • Bonus: Learn 5-Steps to Analyze Any Stock

    Receive a hot stock tip? Learn how to analyze the business and come to the conclusion whether it is pure speculation, or possibly investment grade.

  • DIY Starter Portfolio: 6 stocks to begin building your portfolio today!

    Disruptive Health-Tech Small-Cap: Our top-rated and unknown, profitable health-tech stock that trades for just over $1.00. Revenues grew 245% in the last quarter, EBITDA more than doubled and the company was significantly profitable from a loss in the same quarter last year. Growth organically and from acquisition is expected to continue in 2021 and beyond. Not a single analyst in Canada outside of KeyStone covers this opportunity.

    Global Infrastructure Dividend Growth Stock: Dividend grower with an approximate 3.75% and a diversified portfolio of stable, long-term assets (ports, railroads, data centers, energy, etc.). 95% of cash flow is derived from long-term contracts or regulated rates of return and 70% is indexed to inflation.

    Most Profitable U.S. Cannabis MS0: KeyStone’s top-rated seed to sale U.S. multi-state operator (MSO). The stock is not only the most profitable US Cannabis business but also trades at a significant discount to its peers on an adjusted earnings basis. The stock has already jumped over 150% in 18-months from our original recommendation, but a pullback in the sector appears to be a long-term opportunity.

    Profitable, Growing Home-Healthcare Provider: Diversified home-healthcare provide which continues to grow organically and through strategic acquisition. The stock trades at a significant discount to peers despite higher growth.

    U.S. Engineering Growth Stock to Benefit from Infrastructure Spending Boom: Leading engineering and consulting firm well-positioned to capitalize on investments into aging U.S. infrastructure. Strong growth profile and trading at significant discount to peers.

    KeyStone’s Top Rated Canadian Apartment REIT: Yielding 2.25% with a low payout ratio, room from distribution growth and trades at a discount to peers despite holding a better balance sheet and higher potential for growth.

    KeyStone’s 7 Stock crisis investing portfolio from our April 2020 DIY Webinar has already gained 100.7%.

  • A recorded 30-Minute Analyst Hosted Q&A Session:

    A recorded 45-minute Q&A Session: Following the Webinar with Ryan Irvine & Aaron Dunn – answering questions on the Webinar, stock investment strategies and ratings on stocks in Canada & the U.S.

The Proof is in the Results

Watch KeyStone’s 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 10,786.5 % and has paid out $5.50 in dividends. With the stock recently closing over $244.89. XPEL Inc., recommended at just $1.42 in late 2017, today it trades at $85.5 for a total return of over 5,921%. 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 $300.4 – a gain of 391%. Or digital platform engineering and software development giant, EPAM Systems Inc. (EPAM: NYSE) which was recommended just under 3-years ago at $123.28 and trades today at $604.22 for a gain of 390% 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?

See What KeyStone Clients are Saying

I wanted to reach out to you guys to simply say thank you! I attended the World Outlook Conference in February 2020 and met your staff there and bought your recommended stocks. As you can see they are doing very well. Being a beginner at this and I’m sure I looked like a deer in the headlights at the show, I was after some great advice, which I received from you!

David - World Outlook Conference Attendee

Thanks very much Ryan and Aaron we enjoyed your webinar. Very informative and appreciated you doing it on short notice.

Jenny - KeyStone Webinar Attendee

I have been a subscriber of Keystone Financial for 9 years. I have found that Ryan and Aaron’s ability to find under-valued, under-followed profitable companies is second to none. They play in a niche part of the market, only advising on profitable companies, especially companies that aren’t well known. They may miss out on on early stage unprofitable companies but as a subscriber I also know that my investments are safe and can withstand severe market downturns. For example, yesterday the US Dow Jones was down 1100 points and of my five US holdings, four were up and one was even, not to mention that the one that was even is up over 100 percent since their recommendation and that doesn’t include the dividend. I have made substantial money from their Small Cap and US Growth Research. I also subscribe to their Income Stock Research for the income portion of my portfolio. I really enjoy their Cash Rich, Break-though and Orphan reports which they put out yearly. In one of these reports they highlighted a company that I purchased which has returned over 600 percent in just two years. I have attended Keystone’s last two DIY seminars in Edmonton which were very informative. These seminars help investors understand the basis for how they can evaluate and invest in companies traded on the US and Canadian stock markets. They also take questions from the audience and stay until they have answered everyone. I highly recommend Keystone’s research for anyone wanting to invest in the stock market. In my opinion they will give you the best un-baised research of any investment analysts for an exceptional price.

Dave Kegler - KeyStone Client

I have been a VIP client now for almost a year and have been extremely satisfied with your level of research and expertise in finding attractive companies. With your help over this period I have been able to see some very nice gains!

Reeve - KeyStone Client

I heard about the Keystone seminars on the Moneytalks radio program and decided to go along as I am always trying to improve my own financial education as a self directed “newbie” investor. I have to say I was rather sceptical and half expected a “get rich quick” hard sell type seminars having attended such before. I was so pleasantly surprised that instead the Keystone presenters provided easy to understand, common sense advice and education with a unique approach. In terms of time well spent and the financial information gleaned it was an absolute bargain. Following the seminar, I have a greater understanding of investing strategy and I also bought one of their stock recommendations which has served me incredibly well having risen more than 30 percent in less than a year.

Caroline - Vancouver DIY Seminar Guest

Your efforts have certainly helped me with my investments. While not every recommendation can go up, you certainly have many more winners than losers. Your chat sessions are a very nice feature.

Allan - KeyStone Client

Ryan Irvine and the KeyStone team are the best small-cap analysts in Canada, in my estimation. Their focus on profitable growth companies has produced a steady stream of winners for readers of my Wealth Builder newsletter. including one stock that has gained over 1,000%.

Gordon Pape - Canadian Author, Columnist & Investor

Free Gifts Included with Purchase

Free Gifts for All Attendees

KeyStone’s 2021 Canadian Cannabis Report ($599)

  • Analysis on top Canadian operating Cannabis producers.
  • Including our top Cannabis recommendations in the space.

 

 

 

 

Additional Gifts Exclusive to VIP Ticket Holders

 

On-demand Spring 2021 Webinar: Position Your Portfolio for the Next Decade
  • Why 2-3 great investment ideas can change your portfolio. Full details and analysis on 7 great stocks you can buy today ($79).

 

 

KeyStone’s 2021 U.S. Growth Stock Report ($599)

Analyzing over 3,500 U.S. NASDAQ listed nano, micro, small, and mid-cap stocks to uncover 2-3 select buy recommendations. Statistical analysis on over 50 companies we are monitoring for entry points.

 

Ticket Options

Attend the Next Available Webinar

November 2nd & 9th Webinar Attendees Book Call Here

Webinar Attendees – click here to book a complimentary 10-minute call with Ryan, Aaron, Brennan or one of our staff. We will answer your questions and see what services may be right for you.