Since 1998, KeyStone Financial has provided its subscribers and institutional clientele with premium independent small-cap stock and now Income/Growth Stock research – it is quite simply coverage you can find nowhere else. Our no-nonsense fundamental approach to analyzing stocks, which focuses on real companies, with strong balance sheets, producing real revenues, earnings, and cash flow, produces real results. We think the numbers speak for themselves.
Small-Cap Stock Research Service Returns
| Year | Average Return | Date |
| 2018 | 23.05% | Jan 25, 2019 |
| 2017 | 34.04% | Jan 26, 2018 |
| 2016 | 15.39% | Jan 22, 2017 |
| 2015 | 14.71% | Jan 22, 2016 |
| 2014 | 14.01% | Jan 23, 2015 |
| 2013 | 45.68% | Jan 17, 2014 |
| 2012 | 83.49% | Jan 18, 2013 |
| 2011 | 11.58% | Jan 27, 2012 |
| 2010 | 48.32% | Jan 21, 2011 |
| 2009 | 79.02% | Jan 15, 2010 |
| 2008 | 1.02% | Jan 16, 2009 |
| 2006 | 5.73% | Jan 20, 2007 |
| 2005 | 40.20% | Jan 21, 2006 |
| 2004 | 38.29% | Jan 21, 2005 |
| 2003 | 78.87% | Jan 16, 2004 |
| 2002 | 11.19% | Jan 18, 2003 |
| 2001 | 22.37% | Jan 16, 2002 |
| 2000 | 14.10% | Jan 31, 2001 |
| 1999 | 83.00% | Jan 31, 2000 |
| 1998 | 62.15% | Jan 15, 1999 |
“20-YEAR AVERAGE GAIN: 36.32%”
Returns presented here are based on an equally weighted average of all featured companies throughout that year, if one were to buy an equal amount in each company recommended and held to the closing price on the specified dates. In 2007 the service was unavailable for 6 month’s as KeyStone transitioned from a 5 publication subscription based service to a real-time research service via one interface. As such, a one year sample is not available for 2007. It should not be assumed that the past performance of any companies featured in our research will equal future performance.
Income/Growth Stock Research Service Returns
| 8 Year Performance | ||
|---|---|---|
| Year | Our Performance Hybrid Portfolio | Benchmark TSX Index |
| 8 Year Cumulative | 220.9% | 34.2% |
| 2018 | 9.3% | -8.9% |
| 2017 | 8.4% | 9.1% |
| 2016 | 20.2% | 21.0% |
| 2015 | 4.8% | -8.6% |
| 2014 | 24.0% | 10.6% |
| 2013 | 23.1% | 12.9% |
| 2012 | 22.6% | 7.2% |
| 2011 | 14.9% | -8.7% |
| Average | 15.9% | 4.3% |