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Active Portfolios
U.S. Small-Cap Growth Stock (USGS) clients gain access to our USGS “Active Portfolio” section via their member account on www.keystocks.com. This section provides clients up-to-date ratings, report/recommendation history, and current action notes on individual stocks in our Active Coverage Universe in one interface. By utilizing their own discount brokerage accounts (with the financial firm of their choice), clients can begin to build their own portfolio or to mirror KeyStone’s USGS Model Focus Buy Portfolio utilizing our BUY, SELL & HOLD ratings on the individual stocks over time.

USGS Focus Buy Model Portfolio
This portfolio is the focus of our research and consists of a 8-12 stocks from our U.S. small-cap coverage. In layman’s terms, these companies are the pick of the litter in our Coverage Universe, at present time. They offer compelling near, mid, or long-term fundamentals and generally above average growth levels, with good value.


Additional Coverage
We also aggregate a number of stocks on an “Additional Coverage” list. Coverage on these stock may come from one of our Special Reports and while they are not at the top of our recommendation list, they may offer great potential for some clients based on their individual investment strategy. This section provides clients up-to-date ratings, report/recommendation history, and current action notes on individual stocks in our Active Coverage Universe in one interface.
Monitor List
This section consists of stocks in our USGS Coverage Universe which may have recently received a SELL rating, remain both a long and short-term HOLD, or we are monitoring for appropriate entry points. These stocks continue to be in our Active Coverage, but we do not recommend buying the companies at present or adding to current positions.




KeyStone’s Analyst Hosted Q&A Session
  • KeyStones next exclusive “client only” bi-weekly US SCR chat sessions is scheduled for:

  • Date: 11/1/2017
    Time: 5:30 p.m. Pacific Time/8:30 p.m. Eastern Time
Duration: 1 hour

Latest Research Reports

Testimonials
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  • “If you spent the past year investing where KeyStone Financial told you to, you would probably be watching me on a big expensive television…average gain of over 60%”
  • - Colin Gray, CTV National News
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  • “Yours is definitely the BEST Canadian investment service that I have found. Bar none! Keep up the great service!”
  • - Ewald, KeyStone Client
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  • “My Keystone portfolio of 16 stocks is up 56% since last Feb. 2010 (one year).”
  • - Geraldt, KeyStone Client, February 21, 2011.
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  • “Thank you for getting back to me - I have been a platinum client now for almost a year and have been extremely satisfied with Ryan and yours level of research and expertise in finding these companies. With your help over this period, I have been able to see some very nice gains in the likes of World Point, Cash Store, and MOSAID.”
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  • “I have been quite happy with the Income Stocks Reports especially, and Small-Cap as well. I was up $32,000 Monday and $7000 today on mostly Keystone picks.”
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