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Building a Winning Stock Portfolio Inside or Outside Your RRSP/TFSA - One Stock at a Time

All you need to know to effectively structure a winning stock portfolio and, most importantly, the right stocks to put in it.

Spring Workshop Dates

Toronto March 1st @ Sheraton Centre Toronto Hotel 7-9pm (90% Sold)

Calgary March 6th @ Sheraton Cavalier Calgary Hotel 7-9pm (95% Sold)

Edmonton March 7th @ Varscona Hotel on Whyte 7-9pm

Kelowna March 8th @ Coast Capri Hotel 7-9pm

Victoria March 13th @ Coast Victoria Hotel & Marina by APA 7-9pm (90% Sold)

Langley March 14th @ Sandman Signatures Hotel 7-9pm (95% Sold)

Vancouver March 15th @ UBC Robson Square 7-9pm (85% Sold)

Tickets - $29.95

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Learn to Build a Simple Stock Portfolio to Crush the Market

Dissatisfied with high fees and meager returns from traditional big bank mutual fund and ETF investing? You are not alone.

There is a powerful movement across the country - we see it every day as we add more new clients. Canadians are taking charge of their financial future and looking for simple alternatives to help them build long-term wealth.

For the past 18-years KeyStone has been helping thousands of Canadians build simple 10-12 stock portfolios composed of cash generating and underfollowed stocks. We stress quality stocks over quantity in an effort to beat the market long-term.

In our DIY Investment Seminar, we share our strategies as well as a couple of recent stock selections to get you started on your path towards financial independence.

Our seminar is not going to sell you insurance, help you do your taxes, provide an estate plan, show you an exotic and risk futures or options strategies - all KeyStone does research stocks.

We are equity specialists focusing on the largest and most important component of your portfolio long-term – quality stocks.

DIY Stock Investing Lesson Descriptions

  1. Introduction
    1. Welcome
    2. Background of DIY Seminars
    3. What we hope to accomplish.
  2. Investing 101 & KeyStone’s Strategy
    1. What is investing / what is a stock?
    2. Anatomy of a successful stock investment.
    3. Case Studies – Including Boyd Group Income Fund (BYD.UN:TSX): September 2008 BUY at $2.30, Current Price $100.15 – gain over 4,500%.
    4. Growth at a Reasonable Price (GARP) Investing Basics.
  3. TFSA and RRSP Basics
    1. What is a registered account?
    2. TFSA basic info.
    3. RRSP basic info.
    4. Choosing between a TFSA and RRSP.
    5. Setting up a low cost “Self-Directed RRSP/TFSA or Regular Trading Account” – buy and sell shares for less than $10 - low number of individual stock purchases & long-term buys creates very low fees!
  4. Building Portfolios – Simple Tips
    1. Discount Brokerage – quick review & which to choose.
    2. Individual Asset Allocation.
    3. Focused Diversification – our simple strategy – quality stocks, less stocks, less fees, easy to manage.
    4. Building portfolios over time.
    5. Layering into positions.
    6. Structuring a single Canadian growth stock, Canadian income (dividend), or US growth & dividend stock portfolio or a combination of the three;
    7. How many stocks?
    8. Risk Tolerance.
    9. Review and rebalance your portfolio.
  5. Areas of Focus
    1. Why Dividend Growth Stocks?
      1. Plus 2 to 3 stock selections – BUY ratings and why.
    2. Why Small-Caps Growth Stocks?
      1. Plus 2 to 3 stock selections – BUY ratings and why.
    3. Why U.S. Growth & Dividend Stocks?
      1. Plus 1 to 2 stock selections – BUY ratings and why.
  6. Conclusion
    1. Conclusion
    2. Final Portfolio thoughts.
    3. Current market conditions.
  7. Q&A
    1. Both Aaron Dunn and Ryan Irvine take your questions on any topics covered in the seminar. The session typically lasts from 30 to 90 additional minutes and we talk the seminar, individual stocks inside and outside our coverage. It is truly interactive and gives the audience one-one-one access to KeyStone’s experienced team of analysts. We often get great questions, share insights and opinions candidly and it is a great deal of fun!

Testimonials

"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 steam of winners for readers of my Wealth Builder newsletter. including one stock that has gained over 1,000%."
- Gordon Pape, Canadian Author, Columnist & Investor.
"I appreciate your time and honest advice. I have been a member for some time now and I have other financial memberships but Keystone has been the best."
- Wouter, KeyStone Client
"Really enjoyed the content of the workshop I attended the first seminar with my whole family and we appreciated the step by step explanation of how Aaron and Ryan review stocks and steps they take to come to their conclusion."
- Sheilen, DIY Seminar Guest
"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