Your guide to creating a safe
and profitable $100,000+ portfolio.

An online investing course by Bridget Casey, MBA (Finance). Featured in Business Insider, Time, CBC, BNN, Foundr, Questrade and more.

Generate passive income

Get paid quarterly, monthly, or even weekly

Grow your wealth

Start with as little as $1,000

Reach your financial goals

Build long-term financial security

Learn to Invest At Your Own Pace.

Too many people are intimidated by the stock market and miss out on building wealth through self-directed investing.

Instead, they watch their hard-earned dollars sit in savings accounts, high-cost mutual funds, or roboadvisors earning small returns that are diminished further by fees. You deserve to enjoy great returns on your money, receive steady passive income, and create lifetime wealth. The Six-Figure Stock Portfolio program teaches you how.

I bet you’re dying to start self-directed investing, but some big fears are holding you back. Do you…

Think you don’t have enough money or time to invest?

Feel so overwhelmed by the complexity and volatility of the stock market you’re worried you’ll never understand it?

Find yourself staying in underperforming investments or with a bad financial advisor because you’re too scared to do it yourself?

Already have over $100,000 invested in the stock market but are unsure if it’s invested correctly?

Feel panicked that inflation means you’ll never have enough, no matter how much you set aside?

Worry that your Big Dreams of early retirement, generational wealth, and financial independence aren’t in the cards for you?

If any of the above sounds like you, you’re not alone. Most people want to take a bigger role in managing their own investments, but they don’t know where to begin. Instead, they’re left wondering if the portfolio they’re currently using is really right for them – or worse, leave their money in a savings account, a roboadvisor, or with a finanical advisor and miss out on the returns they need to become financially secure and fund the life of their dreams!

The stock market is the only way to ensure long-term financial security for yourself and your family. Investing is also much easier and much less scary than you imagine! You can take on as much or as little risk as you want, and with the right trading plan, can invest in the stock market completely stress-free.

Enroll Now & Start Investing Today

 Instant and lifetime access to all course content!

One easy payment of $1,997.

The Stock Market Has Returned over 78.5% In 5 Years (yes, even including 2022!)

Imagine That, Instead of Working So Hard For Your Money, You Could Make Your Money Work For You.

You can use the stock market to create a steady passive income stream and build lifelong wealth — starting right now.

There has never been a better time to start investing. It’s easier and more affordable than ever to access the stock market. You can purchase your own investments directly, without relying on a broker or financial “advisor” trying to sell you on expensive financial products you don’t need.

You get to be entirely in charge of your financial future! Your dreams are waiting for you, you simply need to take the next step.

If you ever want to reach financial freedom, you’ll need to earn more than the 2% interest offered by big bank savings accounts. That’s not even enough to protect your money from inflation! Now is your opportunity to lay the financial foundation for the life you want.

Let me show you how to build the portfolio that will protect you wealth – and grow it.

The Six-Figure Stock Portfolio Method

The Six-Figure Stock Portfolio will empower you as an investor to manage your own investments and take control of your financial assets for yourself, now and forever.

Instead of following a prescribed portfolio allocation or sticking to a “good enough” strategy for everyone, I show you how to build an individualized portfolio that reflects your personal risk tolerance and financial goals.

Do you want passive income or growth? Do you prefer real estate or cryptocurrency? Your portfolio is as unique as you are, and I can show you how to make it generate the returns you want.

In the Six-Figure Stock Portfolio, I teach you exactly what the stock market is and how it works. I explain in detail what types of securities there are, how to make trades, and how to automate your portfolio so it pays on a monthly or even weekly basis. We also delve into what percentage of your wealth you should allocate to new investments, like individual stocks or cryptocurrency.

You’ll get suggested portfolio allocations to use as a guide for every step of the way on your journey to $100,000 (and beyond!). You’ll learn how to adjust them based on your personal preferences and personality as a trader, as well as how to manage your portfolio through major life changes like marriage, home ownership, starting a family, and early retirement.

An excellent program for the ‘novice’ investor or those looking to get into some solid wealth building….would have liked this program more had it been around 30 years ago!!!

Dace Lawrence

Here Is What You Get

30+ hours of exclusive content

Lessons, videos, spreadsheets, and workbooks to walk you through on building an investing portfolio that protects your wealth and grows your money. Get the very best tools and use them to reach your financial goals.

Four 1-hour masterclasses

Student-only webinars deep dive into specific investing topics such as  dividends, technical analysis, making trading plans, and how to rebalance your portfolio. We cover these specific topics to ensure no stone is left unturned and you get a comprehensive investing education comparable to a formal university lecture.

Access to “The Six-Figure Study Hall”

Private Community group where you can share strategies, ask questions, and connect with other students of the course. All questions will be answered by Bridget or a course moderator.

Exclusive Access to a Custom Portfolio Assessment

We use a proprietary tool built and programmed by Bridget herself to analyze your portfolio to visualize your asset allocation, geographical exposure, and market sector diversification. Every student receives exclusive and discounted access to this offer, valued at over $700.

6 Months of live support

These 90 minute lives are hosted one weekday evening per month. Students can submit questions beforehand to be answered personally by Bridget during the live.

You will receive six (6) months of live support, with the option to subscribe to ongoing lives after the term ends.

… and so much more!

If you were looking for a comprehensive investing education to help you breakup with your financial advisor and build the investment portfolio of your dreams, this is it.

What you learn

The Six-Figure Stock Portfolio method consists of creating a portfolio of core ETFs, and then adding select individual common stocks, cryptocurrency, and real estate investments to diversify your portfolio further in terms of risk tolerance and income goals.

I walk you through everything you need to know about assessing index funds and common stocks for your portfolio, so you can feel confident choosing the investments that are best for you.

You’ll learn how to create a balanced investment portfolio of ETFs, stocks, and cryptocurrency that is resilient in the face of stock market volatility and generates consistent income you can rely on no matter what. The Six-Figure Stock Portfolio method was created using my MBA in Finance and more than 10 years of experience investing in the stock market.

The focus of the Six-Figure Stock Portfolio is protecting your wealth while maximizing your returns in the stock market. You don’t need to take on unnecessary risks, trade frequently, or keep up with financial publications. Instead, you can invest strategically with a trading plan of your own design, and rest easy knowing your money is working for you in the best way possible.

I am confident you’ll learn everything you need to know to manage your own self-directed portfolio of investments. If for any reason you are not satisfied with your purchase, you have 14 days to request a refund and it will be issued with no questions asked.

I bought this course over a year ago and entered the market around the same time. It has taught me everything I needed to know, and I still reference the material often. Because of this course, I am confident in the stock market, have created a passive income that pays me every month, I’ve made money in the market, and will NEVER pay anyone to manage my money again. The course has literally paid for itself and I’m still making money. Cannot recommend it enough!!!

Carol Lynn

Enroll Now & Start Investing Today

 Instant and lifetime access to all course content!

One easy payment of $1,997.

The Six-Figure Stock Portfolio is the the kind of information I wish they taught you in high school. I’ve often tried seeking out information on investing, stocks, dividends, US and CND terminology like 401k or RRSP and get many different takes or personal opinions online or from friends. The Six-Figure Stock Portfolio has packaged everything in a simple straight forward way for me to understand. I have so much more confidence with my portfolio now and I can actually explain what I’m doing and why I’m doing it. This e-course has already paid for itself and will continue to over and over just based off the changes I’ve made to my portfolio.

Deidre Cross

Course Overview

Welcome to The Six-Figure Stock Portfolio! Your investor journey begins right now. Here’s why you’ve taken the most important step towards financial security.

  • Welcome!
  • Why You Need to Invest in the Stock Market
  • What is the Stock Market
  • How to Make Money Investing

Access to the private course community where you can ask questions to be answered by Bridget, course moderators, and other students in the program.

Every month, Bridget personally hosts 1.5 hour LIVE Q&As where you can get your questions answered in real time. In addition to student questions, we will also cover current market conditions, evaluate stocks in real time, and more!

Here are the members-only exclusives for Six-Figure Stock Portfolio Students to enhance your learning experience in the program!

  • Top 100 US & Canadian Stocks
  • Top US & Canadian ETFs
  • The Mockfolio
  • The Passive Income Planner
  • Your Trading Plan

Here’s all the stock market basics you need to know invest. From reading stock charts to choosing financial securities, this module focuses on learning the language of investing and understanding the market.

  • Reading & Understanding Stock Charts
  • ​Market Indices & Stock Prices
  • Bear & Bull Markets
  • ​Different Types of Asset Classes
  • ​​Stocks, Bonds, & ETFs
  • ​​Reducing Fees & Taxes
  • ​​​How to Open a Brokerage Account

Exchange Traded Funds (ETFs) are the foundation of a well-diversified investment portfolio. In this module, we go over exactly what ETFs are and how to select them for your portfolio.

  • Introduction to ETFs
  • ​Your ETF Asset Allocation
  • ETFs to Consider for Your Portfolio
  • ​Strategic Diversification

Common Stocks are a great way to further diversify your investment portfolio for very specific goals, like increasing your dividend income or looking for more capital gains. In this module, you’ll learn how to assess stocks to determine if they’re a fit for your investment strategy.

  • Creating a Mockfolio
  • The 5-Minute Stock Evaluation Strategy
  • Learning to Read a Balance Sheet
  • Essential Ratios for Stock Evaluation
  • Stocks to Add to Your Watchlist
  • Quiz: Common Stocks

Cryptocurrency is a fun and exciting way to further diversify your investment portfolio and supercharge your returns. In this module, you’ll learn how to assess stocks to determine if they’re a fit for your investment strategy.

  • Introduction to Cryptocurrency
  • Crypto ETFs vs Crypto Coins
  • Bitcoin, Ether and Alt-Coins
  • Building Your Crypto Portfolio
  • Storing and Protecting Your Cryptocurrency

Here’s how to make your investment portfolio a reliable source of income! In this module we break down how investing in the stock market can become a monthly (or weekly!) source of income, and how to continue to grow that income over time to eventually replace your salary.

  • The Power of Passive Income
  • All About Dividends
  • All About Capital Gains
  • Creating Your Investment Income Stream
  • Quiz: Passive Income
  • Passive Income Spreadsheet

Six-figures is a milestone in your investment journey. In this module, we break down step-by-step how to go from $0 to $100,000+ invested in the stock market. There’s suggested asset allocations for each step, with instructions how to further modify these templates so your portfolio is tailored to you.

  • The Six-Figure Portfolio Guide
  • Finding Your Ideal Asset Allocation
  • $0 to $10,000
  • $10,000 to $25,000
  • $25,000 to $50,000
  • $50,000 to $100,000

Your trading plan is the key to making your six-figure portfolio a reality. In this module, we go over exactly how to execute trades in your brokerage account — and when to do so!

  • Developing a Trading Plan
  • How to Buy a Stock
  • Walk-through: Buying a Stock
  • How to Sell a Stock
  • Walk-through: Selling a Stock
  • 4 Tips to Save Money on Every Trade

These are 1-hour video recordings delving into specific investing topics to help you get a better handle on building your portfolio. Learn how to create an investment portfolio built to reflect your risk tolerance and investment goals.

  • Masterclass #1: Building & Rebalancing Your Portfolio
  • ​Masterclass #2: Making a Trading Plan
  • Masterclass #3: All About Dividends
  • Masterclass #4: The Basics of Technical Analysis

Welcome to The Six-Figure Stock Portfolio! Your investor journey begins right now. Here’s why you’ve taken the most important step towards financial security.

  • What is the Portfolio Assessment?
  • Analyze My Portfolio

About Bridget Casey

2021 Six Figure Stock Portfolio headshot

Bridget Casey is an award-winning Canadian entrepreneur who has been publishing financial content online for more than 10 years. She has over 100,000 followers across TikTok, Instagram, Twitter, and YouTube.

Bridget is the co-host of the top-10 money Canadian finance podcast Money Feels and a financial columnist for the Globe & Mail. She is also a fintech instructor for Lighthouse Labs.

Bridget holds a BSc. from the University of Alberta, and an MBA in Finance from the University of Calgary. She taught undergraduate lectures and laboratories at the University of Alberta from 2009 to 2013. She is regularly invited as a guest lecturer to UofA, UofC, Ryerson University and the University of Toronto.

Bridget has been featured as a millennial financial expert by TIME Money, Forbes, Yahoo! Finance, Business Insider, Macleans, CBC and BNN. She was recognized as one of Alberta’s Top Young Innovators in 2016.

FAQ’s

I built this course using my MBA in Finance and personal investing experience. It’s a mix of the standard information you’ll find everywhere (ie. The definition of a stock or bond) plus exclusive investment strategies to create a safe, profitable investment portfolio that you can’t find anywhere else. This is the only comprehensive online resource that guides AND educates you through creating a $100,000 investment portfolio that meets YOUR personal investment goals.

There are many online creators that offer finance courses, but I am the only one with a formal education in finance and who is a nationally recognized expert.

The main goal of The Six-Figure Stock Portfolio program is to teach YOU how to recognize a good investment for yourself. Personal finance is personal, and that is especially true of the investments that belong in your stock portfolio.

I do not provide individual stock or ETF recommendations in the course. Instead, I teach you how to evaluate investments for your own portfolio using both technical and fundamental analysis.

Every January I publish a list of 100 stocks in the course every single year. These are securities I’ve reviewed and show the best potential for growth in the coming year. This list has outperformed the S&P 500 in 7 out of 8 years since the course launched in 2015! This list provides a great starting to point to practice evaluating securities so you learn what to look for when you select your own investments.

Yes! If you signed up for a robo-advising service or have a financial advisor, I already know you’re passionate about investing and ready to get started.

Robo-advisors are great for people who want completely hands-off portfolios, but if you’re interested in keeping costs low by minimizing fees, doing more than “set it and forget it”, and taking control of your wealth, The Six-Figure Stock Portfolio investing program will teach you how.

This course is a complement to any investment strategies and resources you currently have in place. You don’t need to stop using a robo-advisor or seeing your financial advisor! In fact, you should ask them how the The Six-Figure Stock Portfolio fits with your goals.

No! The Six-Figure Stock Portfolio is for anyone of any age who wants to learn how to manage their own investments. Students in the course range from age 18 to age 66! As long as you want to build and manage a portfolio of $100,000+, this program is for you.

Unfortunately, no. At this point in time, The Six-Figure Stock Portfolio only serves a North American audience who will do the majority of their investing on the US and Canadian stock exchanges. It only contains information about US and Canadian investment accounts, investment securities, and tax law. The course does not cover international stock exchanges or investment accounts.

You may choose AfterPay, Klarna, or Affirm as a method of payment at checkout. These options allow you to split the cost of the course into 4 equal monthly payments. You will get immediate access to all the course material at the time of purchase.

Enroll Now & Start Investing Today

 Instant and lifetime access to all course content!

One easy payment of $1,997.

What People Are Saying

This course has empowered me to take better control of my finances. Learning investing strategies from an amazing and educated Canadian female finance creator like Bridget is very inspirational. Bridget makes financial literacy and investing digestible for anyone no matter their experience level. I am excited to be putting the strategies into place immediately to achieve a Six-Figure Stock portfolio!

The Six figure stock portfolio is worth the investment! Bridget does an excellent job of organizing the material and breaking it down in an easy to digest and understandable format. Each video has a slide deck that you can download and throughout the course there are a variety of tools given to help you navigate investing. You also gain access to the community board where you can ask questions and Bridget does an amazing job of answer each one in a very timely manner. It is a great resource just on its own.
This course gave me the skills and confidence needed to move our investments from a high fee management company which will pay for the course and far more. I would highly recommend this course.

I bought this course over a year ago and entered the market around the same time. It has taught me everything I needed to know, and I still reference the material often. Because of this course, I am confident in the stock market, have created a passive income that pays me every month, I’ve made money in the market, and will NEVER pay anyone to manage my money again. The course has literally paid for itself and I’m still making money. Cannot recommend it enough!!!

Carol Lynn

Enroll Now & Start Investing Today

 Instant and lifetime access to all course content!

One easy payment of $1,997.