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KeyStone's DIY Stock Investment Seminar

Event Overview

Event Overview

Join top stock pickers Ryan Irvine and Aaron Dunn from KeyStone Financial for a two-hour special event on how to build a simple portfolio designed to crush the market. Learn simple, proven, and powerful methods to identify which stocks to buy, which to avoid, and how to build an effective portfolio from the ground up. The seminar will focus on two key areas of your portfolio - growth and income (dividend).



Ryan Irvine


Aaron Dunn

Senior Equity Analyst

Learn to Build a Simple Stock Portfolio to Crush the Market

  • How many stocks should I own? One of the more important decisions you will make is the structure of your equity (stock) portfolio. Diversification can be your friend but it can also be your enemy. To beat the market, you cannot just be the market. Our strategy stresses quality over quantity and we will give you a number of great stocks to help you build two critical equity portfolios – growth and income. In the end, these two mini-portfolios will help you build a winning formula for your overall DIY stock portfolio.
  • What stocks to buy? The most critical element in equity investing is knowing which individual stocks to buy and which to avoid. In this segment, we will focus on the basic fundamental criteria we use to look at any stock as a potential investment. From revenue, earnings, cash flow, and balance sheet considerations to the industry, near- and long-term growth catalysts, valuations to management – we cover our successful strategies.
  • When to buy? Our DIY portfolio strategy involves staggered purchases over a 12 to 18-month period. We help you build a concentrated portfolio of high-quality growth and income (dividend-paying) stocks. Purchasing 1-2 stocks each month over a year will help prevent you from purchasing your shares at a near-term market top.
  • Perhaps most importantly, when to sell? Investing is not just knowing what stocks to buy, it is also about knowing when to sell. We take your through our sell process including the primary valuation considerations, outlook and the nature of the stocks business (cyclical vs. non- cyclical). We also review the strategy of selling partial positions – SELL HALF, for example. The decision to sell can also become more difficult when you are dealing with a good company. To illustrate, we take you through a couple of recent SELL examples from stocks in our active coverage.
  • Insight into our methodology. We introduce you to the methodology that has allowed us to uncover both unknown growth and dividend stocks that have produced tremendous returns.