Giving your personal portfolio a tryout
It is a true-to-life portfolio tryout. There is no 'play' or 'phantom' money in the tryout. Instead, you make affordable investments of $10 to $1,000 in each of your portfolio choices and see, for yourself, how well their early performance lives up to your expectations.
Getting Started
Opening an investing account. After finalizing your portfolio choices, you can open an investing account at our investment dealer affiliate (Canadian ShareOwner Investments Inc.) where it is covered under the Canadian Investor Protection Fund. Our affiliate is also a member of the Investment Industry Regulatory Organization of Canada and The Canadian Depository for Securities Limited.
Graduates of ShareOwner's educational programs collectively hold securities totaling more than $200 million in their accounts at our affiliate.
Ordering your portfolio. The mentorship's scheduled buying and selling service is available for ordering purchases of $10 - $1,000 for each of your portfolio choices. Money can be deposited to your account by cheque or electronic funds transfer.
You use your funds to purchase whole and fractional shares (to four decimals) of stock. For example, suppose you decide to make an 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.
Unlimited Buying and Selling. All mentorship trading through the buying and selling service is without commission.
Measuring Portfolio 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.
Account Disposition
At the conclusion of your mentorship, you can convert your account to an investing account of your choice (e.g. non-registered account, retirement account, tax-free savings, etc.). Alternatively, you can use mentorship trading to liquidate your account, without charge.
Continuing Education
Graduates of the mentorship can continue their access to ShareOwner's data files for companies and to the research team's case studies and discussions at preferential rates.
| “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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