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Benefit #5. Skillfully choose a portfolio of top stocks for your personal use

Following two months of education and skills development, you can begin the mentorship's capstone assignment. It calls on you to choose stocks for a well-diversified portfolio that is for your personal use in an investing account. The assignment specifies a portfolio of at least 10 stocks.

Prudent diversification
The accompanying chart shows total portfolio risk declining as the number of stocks from different business sectors increases.

Diversification chart showing that more stocks in a portfolio lowers risk

Your choice of stocks
You make your portfolio choices from ShareOwner's current selection of more than 200 top stocks from 20 business sectors >>

As well, your portfolio can include choices from ShareOwner's selection of more than 40 exchange-traded funds.

Planning Your Take-Home Portfolio An image of the Mentorship Planning Form and the Stock Selection list


The mentor's written feedback on your portfolio choices
When ready, you can submit your take-home portfolio for written feedback from your mentor. The feedback includes observations regarding (1) the growth fundamentals and future prospects of your portfolio choices; and, (2) the effectiveness of the portfolio's diversification.
An image of the Mentprship Feedback FOrm Form and the Stock Selection list
Please note that the mentor's feedback does not comment on the suitability of the proposed portfolio for an investor's unique circumstances.

Learn more about the choice of stocks for a well-diversified growth portfolio. Enrol today >>