Test Your Take-Home Portfolio's Future Performance |
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Portfolio Choices
About two to three months after enrolling, students are familiar with the mentorship’s education about buying, diversifying and selling growth stocks.
That’s when students begin choosing their Take-Home Portfolio of at least 10 stocks. Students make their portfolio choices from ShareOwner’s pre-screened selection of over 200 high-quality growth stocks and 30 exchange-traded funds.
Mentor's Feedback
Students submit their proposed Take-Home Portfolio to their mentor for review and written feedback. The mentor’s commentary includes observations regarding:
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(1) the growth fundamentals of the Portfolio's stocks; |
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(2) the effectiveness of their diversification; and, |
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(3) the details of your plan for testing the Portfolio’s future performance during the balance of the mentorship. |
Buying Whole and Fractional Shares
After finalizing your Portfolio, it is easy to begin testing its future performance. You simply make affordable purchases of $10 to $1,000 per stock.
Your money purchases whole and fractional shares (to four decimals). All scheduled mentorship trading is commission-free.
For example, suppose you decide to make a sample investment of $10 in one of your stocks that is trading at $35. The purchase would result in 0.2857 shares being deposited to your Mentorship Account.
Investor Protection
Mentorship Accounts are administered by our trading affiliate, Canadian ShareOwner Investments Inc., a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund.
Unlimited Trading
Mentorship purchases and sales are without commission charges. All trading is online and uses our affiliate’s scheduled, dollar-based trading service.
Dollar-based trading provides for the purchase and sale of whole and fractional shares.
Monitoring Performance
Monthly Account statements report your portfolio’s performance in relation to that of the Toronto Stock Exchange’s Composite Index and the Standard & Poor’s 500 Index.
‘Carrying On’ or ‘Cashing Out'
When your mentorship concludes, you can convert your mentorship account to a retirement, tax-free savings or trading account. Alternatively, you can use mentorship trading to liquidate your Account, without charge.
Continuing Education
Graduates can continue their access to ShareOwner's educational case studies and software at preferential subscription rates. |
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| “I am one of the happiest men around. I have been reading Top Stock Case Studies for a number of years and I always find the articles helpful and profitable…The result is the nicest Porsche you have ever seen…Thank you and keep up the good work. I tell everyone exactly how I bought the car.” |
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| Gavin Bogle |
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Growth Stocks
200 high-quality growth stocks
from 20 leading business sectors* |
| Banking | Trade |
| Bank of Montreal (BMO) | Th1,2,3,4 | | Bank of Nova Scotia (BNS) | Tu1,2,3,4 | | CIBC (CM) | Th2 | | Canadian Western Bank (CWB) | F2 | | National Bank of Canada (NA) | Th3 | | Royal Bank (RY) | F1,2,3,4 | | Toronto Dominion Bank (TD) | Tu1,2,3,4 | | Wells Fargo & Company (WFC) | W2 | | |
| Insurance & Real Estate | Trade |
| AFLAC (AFL) | W2,4 | | Berkshire Hathaway Cl B NEW (BRK-B) | W1 | | FirstService SVS (FSV) | W4 | | Great-West Lifeco (GWO) | Th1 | | Industrial-Alliance (IAG) | M3 | | Manulife Financial (MFC) | W1,3 | | Metlife (MET) | F1 | | Power Corp SVS (POW) | F1,3 | | Power Financial (PWF) | Th4 | | Sun Life Financial (SLF) | W3 | | |
| Diversified Financial | Trade |
| AGF Management B NVS (AGF.B) | Tu4 | | American Express (AXP) | W1 | | Bank of America (BAC) | W2 | | BlackRock (BLK) | W4 | | CI Financial Common (CIX) | M4 | | Cash America International (CSH) | Tu1 | | Citigroup (C) | Tu2,4 | | EZ Corp Inc. (EZPW) | Tu2 | | Franklin Resources (BEN) | F4 | | Goldman Sachs Group Inc. (GS) | W3 | | Home Capital Group (HCG) | Th3 | | IGM Financial (IGM) | Tu2,4 | | JPMorgan Chase (JPM) | F3 | | Price T Rowe (TROW) | F2 | | TMX Group Inc (X) | Tu4 | | World Acceptance Corp (WRLD) | Tu3 | | |
| Agriculture | Trade |
| Agrium Inc. (AGU) | Th4 | | Andersons (ANDE) | M3 | | Archer Daniels Midland Co. (ADM) | M3 | | Bunge (BG) | M2 | | Corn Products International (CPO) | M4 | | Monsanto (MON) | M2 | | Potash Corp of Saskatchewan (POT) | Th1 | | |
| Food & Restaurants | Trade |
| Alimentation Couche-Tard B SVS (ATD.B) | M2,4 | | Buffalo Wild Wings Inc (BWLD) | Th3 | | Chipotle Mexican Grill Inc (CMG) | Th4 | | Darden Restaurants (DRI) | M4 | | Empire Co A NVS (EMP-A) | F4 | | MTY Food Group (MTY) | F3 | | McDonald's (MCD) | W4 | | Metro A SVS (MRU-A) | F4 | | SYSCO (SYY) | F2 | | Starbucks (SBUX) | M2,4 | | Tim Hortons Inc. (THI) | M3 | | Yum Brands (YUM) | Tu4 | | |
| Consumer Products | Trade |
| CVS (CVS) | M2 | | Capella Education Co. (CPLA) | Tu1 | | Coca-Cola Company (KO) | Tu3 | | Colgate-Palmolive (CL) | W3 | | Constellation Brands (STZ) | M1 | | Devry Inc (DV) | Tu4 | | Diageo (DEO) | M4 | | Energizer Holdings (ENR) | Th1 | | Flowers Foods (FLO) | Th2 | | Herbalife (HLF) | W2 | | ITT Educational Services (ESI) | W2 | | Kellogg Company (K) | W2 | | McCormick & Company Inc. (MKC) | Th3 | | Pepsico (PEP) | Tu1 | | Procter & Gamble (PG) | W2 | | Shoppers Drug Mart (SC) | Tu1 | | Strayer Education Inc (STRA) | W4 | | Walgreen Co (WAG) | M2 | | |
| Retailing | Trade |
| Aeropostale, Inc. (ARO) | W3 | | Buckle, Inc. (BKE) | F4 | | Canadian Tire A NVS (CTC.A) | Tu3 | | Costco Wholesale Corp (COST) | W1 | | Home Depot (HD) | Th1,2,3,4 | | North West Co Unit Trust (NWF.UN) | W3 | | Reitmans (Canada) A (RET.A) | M4 | | Staples (SPLS) | Tu2 | | Target Corp. (TGT) | Th3 | | Wal-Mart Stores (WMT) | Th4 | | |
| Media | Trade |
| Astral Media A (ACM-A) | F2 | | Cogeco Cable (CCA) | Tu3 | | Comcast (CMCSA) | W1 | | Glacier Media (GVC) | F1 | | Groupe Aeroplan Inc. (AER) | Th4 | | McGraw-Hill Companies (MHP) | F3 | | Shaw Communications (SJR.B) | Tu2 | | Thomson Reuters (TRI) | Tu2 | | Walt Disney (DIS) | M1 | | |
| Health Care Equipment | Trade |
| Baxter International Inc (BAX) | Tu3 | | Becton Dickinson & Co (BDX) | M4 | | CR Bard Inc. (BCR) | F1 | | Dentsply International (XRAY) | Tu3 | | Intuitive Surgical Inc (ISRG) | W3 | | Medtronic (MDT) | Th4 | | Stryker (SYK) | W2,4 | | |
| Health Care Services | Trade |
| Almost Family (AFAM) | M2 | | Amedisys Inc. (AMED) | M2 | | CML Healthcare Fund (CLC-UN) | W2 | | Catalyst Health Solutions (CHSI) | Tu2 | | Davita Inc (DVA) | Tu2 | | Express Scripts (ESRX) | W3 | | Fresenius Medical Care (FMS) | Tu1 | | Gentiva Health Services (GTIV) | Tu1 | | Humana Inc (HUM) | W1 | | LHC Group (LHCG) | W1 | | Laboratory Corp of America (LH) | W4 | | Lincare Holdings (LNCR) | M3 | | Medco Health Solutions (MHS) | Th3 | | Patterson Companies (PDCO) | W1 | | |
| Pharma, Biotech & Life Sciences | Trade |
| Amgen (AMGN) | Th4 | | AstraZeneca PLC ADR (AZN) | F2 | | Celgene (CELG) | Th3 | | Gilead Sciences (GILD) | W3 | | ICON PLC ADR (ICLR) | Th1 | | Johnson & Johnson (JNJ) | W1,2,3,4 | | Merck & Co NEW (MRK) | Th4 | | Mettler-Toledo (MTD) | W2 | | Parexel International Corp. (PRXL) | W4 | | Pfizer (PFE) | M1,2,3,4 | | Pharmaceutical Product Development (PPDI) | Th2,4 | | Roche Holding Ltd.ADR (RHHBY) | F1 | | TEVA Pharmaceuticals (TEVA) | W3 | | Thermo Fisher-Scientific (TMO) | F4 | | |
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| Internet | Trade |
| Baidu, Inc. ADR (BIDU) | M3 | | Ebay (EBAY) | M2 | | Google (GOOG) | Th1 | | Netflix, Inc. (NFLX) | Tu3 | | PetMed Express Inc. (PETS) | W1 | | Priceline.com Inc. (PCLN) | Th2 | | |
| IT Software & Services | Trade |
| Accenture PLC (ACN) | F2 | | Adobe Systems (ADBE) | Tu1 | | CGI Group (GIB.A) | Tu3 | | Cognizant Technology (CTSH) | Tu1 | | Fiserv (FISV) | W4 | | Henry (Jack) (JKHY) | Tu1 | | MacDonald Dettwiler (MDA) | M1,3 | | ManTech Intl Corp (MANT) | F3 | | Microsoft (MSFT) | W1,2,3,4 | | Oracle (ORCL) | W4 | | Paychex (PAYX) | F3 | | Total System Services (TSS) | Tu4 | | |
| IT Hardware & Equipment | Trade |
| Amphenol Corp (APH) | Tu2 | | Anixter International Inc (AXE) | Tu3 | | Apple (AAPL) | F1 | | Cisco (CSCO) | M1 | | Dolby Labs Inc (DLB) | W4 | | Flir Systems Inc (FLIR) | F1 | | Harris Corp (HRS) | F2 | | Hewlett-Packard (HPQ) | F4 | | Intel (INTC) | M2 | | International Business Machines (IBM) | F2 | | Research in Motion (RIM) | F1 | | Rofin-Sinar Tech (RSTI) | W3 | | Scansource Inc (SCSC) | Th1 | | |
| Aerospace and Defense | Trade |
| Boeing (BA) | W1 | | Bombardier Cl "A" MVS (BBD.A) | Tu1,2,3,4 | | Curtiss-Wright Corp (CW) | F4 | | General Dynamics (GD) | Tu1 | | Honeywell (HON) | Th4 | | ITT Corp (ITT) | F4 | | L-3 Communications Holdings (LLL) | Tu3 | | Lockheed Martin (LMT) | F1 | | Moog Inc. (MOG.A) | F3 | | Raytheon Co (RTN) | M3 | | Rockwell Collins Inc. (COL) | M3 | | Teledyne Technologies Inc (TDY) | F1 | | United Technologies (UTX) | M1 | | |
| Industrials | Trade |
| 3M Co. (MMM) | F3 | | Cooper Industries PLC (CBE) | M1 | | Crane Co (CR) | F2 | | Danaher (DHR) | W2 | | Emerson Electric (EMR) | M2 | | Flowserve Corp (FLS) | W1 | | General Electric (GE) | Tu4 | | Harsco Corp (HSC) | F3 | | Manitowoc Co (MTW) | F1 | | Roper Industries Inc (ROP) | W2 | | Teleflex Inc (TFX) | Th1 | | Textron Inc (TXT) | F4 | | Toromont (TIH) | Th2 | | Valmont Industries Inc (VMI) | W3 | | Waterfurnace Renewable Energy (WFI) | Th3 | | |
| Industrial Services | Trade |
| Fluor Corp (FLR) | Tu4 | | Grainger WW (GWW) | M3 | | Jacobs Engineering (JEC) | F3 | | Layne Christensen (LAYN) | F3 | | Republic Services Group (RSG) | Th1 | | SNC-Lavalin (SNC) | W2 | | Stantec (STN) | W2 | | Stericycle Inc (SRCL) | Th4 | | Team Inc (TISI) | Th3 | | US Ecology Inc (ECOL) | Th2 | | |
| Transportation | Trade |
| CH Robinson Worldwide (CHRW) | F2 | | Canadian National Railway (CNR) | F1 | | Canadian Pacific Railway (CP) | Th3 | | Kirby Corporation (KEX) | M1 | | Norfolk (NSC) | F1 | | Ryanair Holdings PLC (RYAAY) | M1 | | Westjet (WJA) | M1 | | |
| Oil, Gas & Chemicals | Trade |
| Air Products & Chemicals (APD) | M4 | | Airgas Inc. (ARG) | M2 | | Barrick Gold (ABX) | Tu1 | | Cameco Corp (CCO) | W3 | | Canadian Natural Resources (CNQ) | M1 | | Cenovus Energy Inc. (CVE) | Th2 | | Chevron Corp (CVX) | Tu1 | | Enbridge (ENB) | Th1 | | Encana (ECA) | F1,3 | | Exxon Mobil Corp (XOM) | Th4 | | FMC Technologies Inc. (FTI) | F2 | | Goldcorp Inc. (G) | Th1 | | Husky Energy (HSE) | F4 | | Imperial Oil (IMO) | Th2,4 | | Major Drilling Group Inc. (MDI) | Th4 | | Methanex Corporation (MX) | Th1 | | Oceaneering International (OII) | Th3 | | Praxair Inc. (PX) | Th1 | | Schlumberger Ltd. (SLB) | M1 | | Smith International Inc. (SII) | Th2 | | Suncor Energy NEW (SU) | F3 | | Talisman Energy Inc. (TLM) | F2 | | |
| Telecom & Utilities | Trade |
| CDN Utilities A NV (CU) | W4 | | CPFL Energia SA ADS (CPL) | W3 | | Entergy Corp (ETR) | Th3 | | Fortis (FTS) | M4 | | Manitoba Telecom Services (MBT) | Th1 | | Ormat Technologies Inc. (ORA) | W1 | | Questar Corp (STR) | Th2 | | Rogers (RCI.B) | Tu4 | | TELUS (T) | W4 | | TransAlta Corporation (TA) | Tu3 | | |
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Exchange-Traded Funds ("ETFs")
30 funds tracking business sectors
and stock markets around the world* |
| Canada | Trade |
| XIC-S&P/TSX Capped Composite Index (XIC) | F4 | | XIU-S&P/TSX 60 Index Fund (XIU) | Th1,2,3,4 | | XMD-S&P/TSX Completion Index Fund (XMD) | Th4 | | |
| United States | Trade |
| FDN-First Trust DJ Internet Ind (FDN) | F1 | | IGV-iShares S&P NA Tech Software (IGV) | F2 | | IJH-S&P MidCap 400 Index (IJH) | Th3 | | ITA-DJ Aerospace & Defense Index (ITA) | Tu4 | | IYT-IShares DJ Transportation (IYT) | F1 | | NY-NYSE 100 U.S. Index (NY) | W1 | | PBJ-Powershares Dynamic Food (PBJ) | F3 | | PBS-Powershares Dynamic Media (PBS) | F4 | | Powershares QQQ Ser 1 (QQQQ) | M2,4 | | SPDR Dow Jones Indl Avg ETF (DIA) | Tu3 | | SPY-S&P 500 Index - US$ (SPY) | M3 | | VB-Vanguard Small Cap (VB) | F4 | | VCR-Vanguard Consumer Discretionary (VCR) | F3 | | VDE-Vanguard Energy ETF (VDE) | F1 | | VFH-Vanguard Financial ETF (VFH) | Th4 | | VHT-Vanguard Health Care ETF (VHT) | Th3 | | XRT-SPDR S&P Retail (XRT) | F4 | | XSP-S&P 500 Index Fund (CAD-Hedged) (XSP) | Th2,4 | | |
| International | Trade |
| EEM-MSCI Emerging Markets (EEM) | W2 | | EWJ-MSCI Japan Index (EWJ) | Th2 | | FXI-FTSE/Xinhua China 25 Index (FXI) | F2 | | GXC-SPDR S&P China ETF (GXC) | F2 | | ILF-S&P Latin America 40 Index (ILF) | Th2 | | VEA-Vanguard Europe/Pacific (VEA) | Tu3 | | VGK-Vanguard European Stock (VGK) | F2 | | VWO-Vanguard Emerging Markets (VWO) | W2 | | XIN-MSCI EAFE Index Fund (CAD-Hedged) (XIN) | W4 | | |
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| Stock Market 'Sector' | Trade |
| Claymore Global Agriculture (COW) | M1 | | Claymore/MAC Global Solar Energy ETF (TAN) | Th4 | | First Trust ISE Water Index (FIW) | W4 | | NLR-Market Vectors Nuclear (NLR) | M4 | | PWND-Powershares Global Wind Energy (PWND) | Tu3 | | XDV-Dow Jones CDA Select Div Index (XDV) | M2 | | XEG-S&P/TSX Capped Energy Index Fund (XEG) | F2,4 | | XFN-S&P/TSX Capped Finls Index Fund (XFN) | F4 | | XGD-S&P/TSX Global Gold Index Fund (XGD) | F4 | | XIT-S&P/TSX Capped Info Tech Index Fund (XIT) | Th4 | | XMA-S&P/TSX Capped Material Sector Index (XMA) | Tu1 | | XRE-S&P/TSX Capped REIT Index Fund (XRE) | W4 | | XTR-S&P/TSX Income Trust Index Fund (XTR) | Th2 | | |
| Bond Market | Trade |
| BND-Vanguard Total Bond Market (BND) | F4 | | XBB-DEX Universe Bond Index Fund (XBB) | W4 | | XRB-DEX Real Return Bond Index Fund (XRB) | Tu4 | | XSB-DEX Short Term Bond Index Fund (XSB) | W4 | | |
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* Updated periodically. |
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