Designing Your Take-Home Portfolio
Your initial educational focus is on learning how to recognize high-quality growth stocks that could be suitable for your 20-stock Take-Home Portfolio.
You learn quickly and easily with access to the mentorship's educational content and experiences.
Video Lessons
Three 45-minute lessons are available online (24/7) for convenient learning.
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Lesson 1: Introduction to Buying Growth Stocks
Learn to quickly recognize growth stocks to buy and those to avoid.
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Growth Investing Objectives |
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Fundamentals of Growth Investing |
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Great Companies and Great Stocks Trading in Their Buy Zone |
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Troubled Companies and Troubled Stocks |
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Company Valuation vs. Stock Price |
Lesson 2: Introduction to Building Growth Portfolios
Learn about risk reduction with three types of diversification.
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Risk-free Financial Products |
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Understanding Risky Investments |
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Diversification by Business Sector |
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Diversification by Currency |
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Diversification by Time |
Lesson 3: Introduction to Selling Growth Stocks
Learn how to avoid selling too early, or too late.
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When the Growth Fundamentals Deteriorate |
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When Earnings Become Overpriced |
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When the Reward/Risk Ratio Disappoints |
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When a Stock's Price Moves Into Its Sell Zone |
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Diversified Selling |
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Reading assignments from the mentorship’s text and a PDF of a lesson’s illustrative materials (15-20 pages) enhance your education.
Mentor-led Lesson Tutorials (plus general Q&A period)
Each month, a mentor completes a detailed review (via video conference) of each lesson’s content. As well, there is ample opportunity for questions from participants.
Tutorials for the three lessons are held on the second Wednesday of each month and recorded for subsequent viewing (24/7). |
Monthly
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| “One has to sit up and take notice when an investment approach outperforms the Toronto Stock Exchange 300 Index…ShareOwner does not recommend stocks to its investors. It does however recommend stocks that they should study.” |
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| Globe and Mail, Report on Business |
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