Growth-Stock Mentorship
for Superior Returns
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Overview |
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A student studies with his or her mentor and designs a
portfolio of 20 high-quality growth stocks to take home for
personal use in a retirement savings plan (RSP) or other
investing account. |
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Before building on the portfolio at home, the student gives
it a nine-month ‘tryout’ by investing $1 – $100 in
each of his or her portfolio choices. |
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Since 1987, ShareOwner has been teaching long-term investors – from all walks of life and educational backgrounds – how to earn superior rates of return, reliably, from their stock market investments.
ShareOwner’s qualifications to deliver that knowledge and skill include the superior performance of its top stock selections since 1987. The accompanying chart shows those selections outperforming Canada’s leading stock market index by a wide margin.
The material below provides highlights of the Mentorship’s ‘take-home’ benefits for students. |
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| Designing Your Take-Home Portfolio |
Lessons. Students begin learning to design their ‘Take–Home’ portfolio for superior returns by studying the Mentorship Text and a progressive series of video Lessons delivered by the Chief Mentor.
24/7 access to the Lessons gives busy investors the freedom to study at a pace accommodating their family, career and other commitments.
Mentor-led Tutorials are held monthly, at convenient times, via video conferencing. Mentors review Lesson assignments and answer students’ questions.
Case Studies. Students receive hands-on-training in stock selection with case-study assignments from the current Research Supplement to the Mentorship Text.
Equipped with the Mentorship Software, students quickly replicate the Supplement’s current selection of top growth stocks and stocks to avoid.
Monthly, mentor-led video conferences review and discuss student rankings of the top stocks and their suitability for Take-Home portfolios.
Recordings. Video conferences are recorded for later viewing, particularly for any student unable to attend the ‘live’ events.
Accomplishments. Students complete the Lessons and Case Studies:
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Knowing how to recognize growth stocks trading in their ‘Buy Zone’. |
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Knowing the prudent way to build and manage a well-diversified portfolio of top stocks. |
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Knowing how to recognize growth stocks trading in their ‘Sell Zone’. |
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Before completing a mentorship, students use their new knowledge and training to design their 20-stock Take-Home portfolio. A student’s mentor reviews the design for ‘best practices’ and provides written feedback. |
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| Nine-Month Portfolio ‘Tryout’ |
After receiving their mentor’s feedback on a planned Take-Home Portfolio, students can give it a true-to-life tryout – for nine months – by investing a modest amount of money in each of their portfolio choices.
For example, a student might choose to invest $20 in each of the 20 stocks for a total of $400.
ShareOwner’s unique Portfolio Building Service lets investors use dollar-based buying to purchase whole and fractional shares of stock (to four decimals). Purchases are credited to the student’s account at our trading affiliate, Canadian ShareOwner Investments Inc., a member of the Canadian Investor Protection Fund.
All buying and selling for the portfolio during the nine-month tryout period is without charge.
With a comfortable sum working in the stock market during the tryout period, students will experience their emotional responses to the daily ‘ups’ and ‘downs’ of their portfolio selections. That real-world experience will help students discover if stock market investing is right for them. |
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Who Enrols
Our students are from all walks of life and educational backgrounds. Many are seasoned investors in
stocks, mutual funds or other financial products; others are quite new to any type of investing.
However, students generally all share the goal of learning how to earn a superior rate of return on
the money they set aside each year in a retirement savings plan or other investing account.
The Mentorship appeals to students because it lets them design and try out a mentor-supervised
growth portfolio that they can build on following their studies. That practical hands-on investing
experience introduces students to the investing skills and confidence needed to earn a superior
return on their investing dollars.
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Growth Stocks for Superior Returns
and a Better Life
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