Test Your Take-Home Portfolio's Future Performance

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:
  (1) the growth fundamentals of the Portfolio's stocks;
  (2) the effectiveness of their diversification; and,
  (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.
  Image of participant's Planning Form for his or her Take-Home Portfolio

Image of the Mentor's Feedback for the participant's Take-Home Portfolio

Image of the Take-Home Portfolio with the Mentor's Feedback being tried out in the stock market


“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.”
Gavin Bogle
Image of a ShareOwner graduate with a Porsche.


Growth Stocks
200 high-quality growth stocks
from 20 leading business sectors*


Banking
Bank of Montreal (BMO)
Bank of Nova Scotia (BNS)
CIBC (CM)
Canadian Western Bank (CWB)
National Bank of Canada (NA)
PNC Financial Services (PNC)
Royal Bank (RY)
Toronto Dominion Bank (TD)
U.S. Bancorp (USB)
Wells Fargo & Company (WFC)
 
Insurance & Real Estate
AFLAC (AFL)
Berkshire Hathaway Cl B NEW (BRK-B)
FirstService SVS (FSV)
Great-West Lifeco (GWO)
Industrial-Alliance (IAG)
Manulife Financial (MFC)
Metlife (MET)
Power Corp SVS (POW)
Power Financial (PWF)
Sun Life Financial (SLF)
 
Diversified Financial
AGF Management B NVS (AGF.B)
American Express (AXP)
Bank of America (BAC)
BlackRock (BLK)
CI Financial Common (CIX)
Cash America International (CSH)
EZ Corp Inc. (EZPW)
Franklin Resources (BEN)
Goldman Sachs Group Inc. (GS)
Home Capital Group (HCG)
IGM Financial (IGM)
JPMorgan Chase (JPM)
Price T Rowe (TROW)
TMX Group Inc (X)
World Acceptance Corp (WRLD)
 
Agriculture
Agrium Inc. (AGU)
Archer Daniels Midland Co. (ADM)
Bunge (BG)
Corn Products International (CPO)
Monsanto (MON)
Potash Corp of Saskatchewan (POT)
 
Food & Restaurants
Alimentation Couche-Tard B SVS (ATD.B)
Buffalo Wild Wings Inc (BWLD)
Chipotle Mexican Grill Inc (CMG)
Darden Restaurants (DRI)
Empire Co A NVS (EMP-A)
MTY Food Group (MTY)
McDonald's (MCD)
Metro A SVS (MRU-A)
SYSCO (SYY)
Saputo (SAP)
Starbucks (SBUX)
Tim Hortons Inc. (THI)
Yum Brands (YUM)
 
Consumer Products
CVS (CVS)
Capella Education Co. (CPLA)
Church and Dwight Co Inc. (CHD)
Clorox Co. (CLX)
Coca-Cola Company (KO)
Colgate-Palmolive (CL)
Constellation Brands (STZ)
Devry Inc (DV)
Diageo (DEO)
Energizer Holdings (ENR)
Flowers Foods (FLO)
Herbalife (HLF)
ITT Educational Services (ESI)
Kellogg Company (K)
McCormick & Company Inc. (MKC)
Pepsico (PEP)
Procter & Gamble (PG)
Shoppers Drug Mart (SC)
Strayer Education Inc (STRA)
Walgreen Co (WAG)
 
Retailing
Aeropostale, Inc. (ARO)
Bed Bath & Beyond (BBBY)
Buckle, Inc. (BKE)
Canadian Tire A NVS (CTC.A)
Costco Wholesale Corp (COST)
Easyhome Ltd. (EH)
Glentel Inc (GLN)
Home Depot (HD)
North West Co Com (NWC)
Staples (SPLS)
Target Corp. (TGT)
Wal-Mart Stores (WMT)
 
Media
Astral Media A NVS (ACM-A)
Cogeco Cable SVS (CCA)
Comcast (CMCSA)
Glacier Media (GVC)
McGraw-Hill Companies (MHP)
Shaw Communications B NVS (SJR.B)
Thomson Reuters (TRI)
Walt Disney (DIS)
 
Health Care Equipment
Baxter International Inc (BAX)
Becton Dickinson & Co (BDX)
CR Bard Inc. (BCR)
Dentsply International (XRAY)
Intuitive Surgical Inc (ISRG)
Medtronic (MDT)
Stryker (SYK)
 
Health Care Services
Almost Family (AFAM)
Amedisys Inc. (AMED)
CML Healthcare Inc (CLC)
Catalyst Health Solutions (CHSI)
Express Scripts (ESRX)
Fresenius Medical Care (FMS)
Gentiva Health Services (GTIV)
LHC Group (LHCG)
Medco Health Solutions (MHS)
Patterson Companies (PDCO)
 
Pharma, Biotech & Life Sciences
Amgen (AMGN)
AstraZeneca PLC ADR (AZN)
Celgene (CELG)
Covance Inc. (CVD)
Gilead Sciences (GILD)
ICON PLC ADR (ICLR)
Johnson & Johnson (JNJ)
Merck & Co NEW (MRK)
Mettler-Toledo (MTD)
Novartis AG (NVS)
Parexel International Corp. (PRXL)
Roche Holding Ltd.ADR (RHHBY)
TEVA Pharmaceuticals (TEVA)
Thermo Fisher-Scientific (TMO)
 
Internet
Baidu, Inc. ADR (BIDU)
Ebay (EBAY)
Google (GOOG)
Netflix, Inc. (NFLX)
PetMed Express Inc. (PETS)
Priceline.com Inc. (PCLN)
 
IT Software & Services
Accenture PLC (ACN)
Adobe Systems (ADBE)
CGI Group A SVS (GIB.A)
Cognizant Technology (CTSH)
Fiserv (FISV)
Global Payments Inc (GPN)
Henry (Jack) (JKHY)
MacDonald Dettwiler (MDA)
ManTech Intl Corp (MANT)
Mastercard Inc (MA)
Microsoft (MSFT)
Oracle (ORCL)
Paychex (PAYX)
Total System Services (TSS)
Visa Inc (V)
 
IT Hardware & Equipment
Amphenol Corp (APH)
Apple (AAPL)
Cisco (CSCO)
Dolby Labs Inc (DLB)
Flir Systems Inc (FLIR)
Harris Corp (HRS)
Hewlett-Packard (HPQ)
Intel (INTC)
International Business Machines (IBM)
Research in Motion (RIM)
Rofin-Sinar Tech (RSTI)
Scansource Inc (SCSC)
Synaptics Inc. (SYNA)
Synnex Corp (SNX)
 
Aerospace and Defense
Boeing (BA)
Bombardier Cl "A" MVS (BBD.A)
General Dynamics (GD)
Honeywell (HON)
L-3 Communications Holdings (LLL)
Lockheed Martin (LMT)
Raytheon Co (RTN)
Rockwell Collins Inc. (COL)
United Technologies (UTX)
 
Industrials
3M Co. (MMM)
Cooper Industries PLC (CBE)
Danaher (DHR)
Emerson Electric (EMR)
Flowserve Corp (FLS)
General Electric (GE)
Manitowoc Co (MTW)
Roper Industries Inc (ROP)
Toromont (TIH)
Valmont Industries Inc (VMI)
Waterfurnace Renewable Energy (WFI)
 
Industrial Services
Fluor Corp (FLR)
Grainger WW (GWW)
Jacobs Engineering (JEC)
Layne Christensen (LAYN)
Republic Services Group (RSG)
SNC-Lavalin (SNC)
Stantec (STN)
Stericycle Inc (SRCL)
Team Inc (TISI)
US Ecology Inc (ECOL)
 
Transportation
CH Robinson Worldwide (CHRW)
Canadian National Railway (CNR)
Canadian Pacific Railway (CP)
Echo Global Logistics (ECHO)
Expeditors International (EXPD)
FedEx (FDX)
Kirby Corporation (KEX)
Norfolk (NSC)
Westjet (WJA)
 
Resources
Air Liquide SA (AIQUY)
Air Products & Chemicals (APD)
Airgas Inc. (ARG)
BHP Billiton Ltd (BHP)
Barrick Gold (ABX)
Cameco Corp (CCO)
Canadian Natural Resources (CNQ)
Canadian Oil Sands Ltd. (COS)
Cenovus Energy Inc. (CVE)
Chevron Corp (CVX)
Enbridge (ENB)
Encana (ECA)
Exxon Mobil Corp (XOM)
FMC Technologies Inc. (FTI)
Goldcorp Inc. (G)
Husky Energy (HSE)
Imperial Oil (IMO)
Major Drilling Group Inc. (MDI)
Methanex Corporation (MX)
Oceaneering International (OII)
Praxair Inc. (PX)
Schlumberger Ltd. (SLB)
Suncor Energy NEW (SU)
Talisman Energy Inc. (TLM)
 
Telecom & Utilities
CDN Utilities A NVS (CU)
Entergy Corp (ETR)
Fortis (FTS)
Ormat Technologies Inc. (ORA)
Questar Corp (STR)
Rogers B NVS (RCI.B)
TELUS (T)
TransAlta Corporation (TA)
 


Exchange-Traded Funds ("ETFs")
30 funds tracking business sectors
and stock markets around the world*


Canada
HXT - Horizon BetaPro S&P/TSX 60 ETF (HXT)
XIC-S&P/TSX Capped Composite Index (XIC)
XIU-S&P/TSX 60 Index Fund (XIU)
XMD-S&P/TSX Completion Index Fund (XMD)
 
United States
IJH-S&P MidCap 400 Index (IJH)
ITA-DJ Aerospace & Defense Index (ITA)
NY-NYSE 100 U.S. Index (NY)
Powershares QQQ Ser 1 (QQQ)
SPDR Dow Jones Indl Avg ETF (DIA)
SPY-S&P 500 Index - US$ (SPY)
VB-Vanguard Small Cap (VB)
XSP-S&P 500 Index Fund (CAD-Hedged) (XSP)
 
International
BIK-SPDR S&P BRIC 40 ETF (BIK)
EEM-MSCI Emerging Markets (EEM)
EWJ-MSCI Japan Index (EWJ)
EWY-iShares MSCI South Korea (EWY)
FXI-FTSE/Xinhua China 25 Index (FXI)
GXC-SPDR S&P China ETF (GXC)
ILF-S&P Latin America 40 Index (ILF)
PIN-Powershares India Portfolio (PIN)
RBL-SPDR S&P Russia ETF (RBL)
VEA-Vanguard Europe/Pacific (VEA)
VGK-Vanguard European Stock (VGK)
VWO-Vanguard Emerging Markets (VWO)
XBZ-IShares MSCI Brazil Index (XBZ)
XIN-MSCI EAFE Index Fund (CAD-Hedged) (XIN)
 
Stock Market 'Sector'
Claymore Global Agriculture (COW)
Claymore Guggeneheim Solar ETF (TAN)
Claymore S&P/TSX CDN Div ETF (CDZ)
Claymore S&P/TSX CDN PFD (CPD)
FDN-First Trust DJ Internet Ind (FDN)
First Trust ISE Water Index (FIW)
IGV-iShares S&P NA Tech Software (IGV)
IYT-IShares DJ Transportation (IYT)
NLR-Market Vectors Nuclear (NLR)
PBJ-Powershares Dynamic Food (PBJ)
PBS-Powershares Dynamic Media (PBS)
PWND-Powershares Global Wind Energy (PWND)
VCR-Vanguard Consumer Discretionary (VCR)
VDC-Vanguard Consumer Staples (VDC)
VDE-Vanguard Energy ETF (VDE)
VFH-Vanguard Financial ETF (VFH)
VHT-Vanguard Health Care ETF (VHT)
VPU-Vanguard Utilities Fund (VPU)
XDV-Dow Jones CDA Select Div Index (XDV)
XEG-S&P/TSX Capped Energy Index Fund (XEG)
XFN-S&P/TSX Capped Finls Index Fund (XFN)
XGD-S&P/TSX Global Gold Index Fund (XGD)
XIT-S&P/TSX Capped Info Tech Index Fund (XIT)
XMA-S&P/TSX Capped Material Sector Index (XMA)
XRE-S&P/TSX Capped REIT Index Fund (XRE)
XRT-SPDR S&P Retail (XRT)
XTR-iShares Diversified Monthly Income Fund (XTR)
 
Bond Market
BND-Vanguard Total Bond Market (BND)
XBB-DEX Universe Bond Index Fund (XBB)
XRB-DEX Real Return Bond Index Fund (XRB)
XSB-DEX Short Term Bond Index Fund (XSB)
 


* Updated periodically.