The first action you should complete once you register with DSR is to select a portfolio in line with your investment goals. We offer a portfolio for each type of investor. Our portfolios have been built and customized according to 2 priorities: risk profile and size. This is how you can start from a small conservative or growth portfolio with 10 holdings and grow it to 500K account with 30 stocks. Each portfolio comes with a quarterly updated booklet including asset allocation, recent comments on each holding, stock cards and a list of current buy opportunities within the portfolio. All users receive buy & sell email alert when we perform a trade. For transparency purposes, we have decided to post our returns. While the composition and updates on all our portfolios remains available for members only, you can see how each portfolio performs since their inception. For more …

Step 01 Choose your portfolio about 01 Portfolio Models

The second step of your investing journey through DSR should be to screen through our Rock Solid Ranking in the search of your next potential purchase.  Companies appearing in our ranking are either closely followed by our team or suggested by other members like you. You will also find all companies included in our DSR portfolios. We rank each company according to their potential upside. Twice a year, we run a dividend discount model (DDM) calculation to complete our analysis of strong dividend growth business. Once a month, we update the current stock price value and calculate the potential upside (+) or downside (-) and publish it on the Rock Solid Ranking. This list is meant to be a tool to quickly identify buy opportunities. As each company have been handpicked according to our 7 …

STEP 02 PICK UNDERVALUED STOCKS about 02 Rock Solid Ranking

As a third step in your investing process, you have access to a comprehensive and efficient stock report library. Each company we review throughout the year is being documented here with a complete analysis for you to read. In a condense pdf format, you can review a company going from their business model, dividend perspectives, risk potentials and finish with a fair valuation. In a glimpse of an eye, you can have a clear idea if this company should be in your portfolio. As a member of DSR, you will have the privilege of requesting additional stock cards for those who haven’t been reviewed by our team yet. This “on demand” service is complementary in your subscription. This tool has been especially designed to optimize your precious time toward decision making. The stock card …

STEP 03 GET STOCK REPORTS ON DEMAND about 03 DSR Stock Cards

Financial markets evolve rapidly creating waves for your portfolio but also opportunities. Our DSR premium newsletter is being issued twice a month. Our first issue, published on the first Friday of each month concentrates on a specific industry or topic. We go throughout market events and identify the best moves to make. Our second issue, published on the third Friday of each month is an update of our “buy list”. Taken from our Rock Solid Ranking, we explore in depth companies shown as undervalued. As a DSR member, you have access to our complete archive where you can read about our previous trades and industry reviews. This is a real gold mine of information for those who wish to dig deeper before making investment decisions. Our newsletter is also our communication tool to make …

STEP 04 MAKE SMART MOVES about 04 DSR Premium Newsletter