Finally, a low flat fee follow-along investment portfolio for Canadians. Grown as a community.
No matter your portfolio size, one fixed price to follow along a real money portfolio. The portfolio aims to blend the best investing strategies into a combined and balanced approach for long-term success.
✓ Value - Buying companies that the market is underpricing while avoiding businesses with high-flying valuations.
✓ Growth - Superior demonstration of growth in revenue, earnings, dividend payouts and free cash flow.
✓ Dividend Income - All positions pay dividend income and demonstrate intent to continue growing dividend payouts in the future.
Stratosphere Premium delivers exclusive access to where I am putting my own money.
Gain access to a real money portfolio where I am putting my own capital.
Avoid high management expense ratios from mutual fund managers. You can expect a measly 4% annualized return from the average mutual fund after fees. It is not the managers fault. In fact, they might be fantastic money managers, but cannot provide a good service after charging the average Canadian mutual fund rate of 2.35% and costing the regular person over $300K over an investing lifetime.
Instead, we will take a simple rules-based approach to picking businesses to succeed over a long investing time horizon.
What is included?
✓ Exclusive access to my actual portfolio.
✓ Monthly position buy recommendations and analysis. Don’t worry, we will notify when anything changes in the portfolio or if a position is now expensive and profits are to be locked.
✓ Login anytime to track the holdings.
✓ Outperform large financial institutions with the ability to invest where they cannot due to liquidity constraints.
✓ Low portfolio turnover to keep your mind at ease and fees low.
✓ Monthly quantitative research on over 70 companies on the Toronto Stock Exchange (TSX).
✓ Monthly qualitative research and outlook on companies held in the portfolio.
✓ A portfolio for the long term with growth, value and dividend income.
What you will need
✓ An online brokerage account.
✓ It is recommended to have $5,500 annually to invest. This will maximize a Tax Free Savings Account (TFSA). However, You may invest as much or as little as you wish.
✓ Patience. This premium subscription is for investors looking to grow their wealth by owning great businesses for the long term.
Exclusive Access to a Real Money Portfolio.
Stratosphere Premium's Current Mock Portfolio
Subscribe monthly or annually to begin following the Stratosphere Premium Portfolio today.
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