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!!!
Pay yourself monthly or weekly
Start with as little as $1,000
Build long-term financial security
Learn to Invest At Your Own Pace.
I work with financially-savvy millennials, like you. The only problem is they are intimidated by the stock market, and missing out on building wealth through self-directed investing.
Instead, they watch their hard-earned dollars sit in savings accounts, high-cost mutual funds, or robo-advisors 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 and financial security for yourself. The Six-Figure Stock Portfolio program teaches you how.
I bet you’re dying to start investing, but some big fears are holding you back. Do you ever…
If any of the above sounds like you, you’re not alone. Most young 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 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 place to build wealth and ensure long-term financial security for yourself and your family. Investing is also much easier and 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 without any stress.
The US Stock Market Has Returned 92.40% In 5 Years.
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 building wealth through investing. It’s no easier and more affordable than ever to access the stock market and purchase your own investments. You get to be entirely in charge of your financial future,
If you ever want to reach financial freedom, you’ll need to earn more than 1% on your money in a savings account. Now is your opportunity to lay the financial foundation for the life you want, by creating an investment portfolio that earns you money and keeps your hard-earned dollars safe. Let me show you how.
The Six-Figure Stock Portfolio Method
The goal of The Six-Figure Stock Portfolio is to empower you as an investor to manage your own investments and take control of your financial assets 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.
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.
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.
The Six-Figure Stock Portfolio method consists of creating a portfolio of core ETFs, and then adding select individual common stocks 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 and stocks 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 risk, 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.
Here Is What You Get
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.
- Why You Need to Invest in the Stock Market
- Future Value Calculator
- What is the Stock Market
- How to Make Money Investing
Here are the members-only exclusives for Six-Figure Stock Portfolio Students to enhance your learning experience in the program!
- DOWNLOAD: 2021 Top 100 US & Canadian Stocks
- DOWNLOAD: Top 27 US & Canadian ETFs
- DOWNLOAD: The Passive Income Planner
- Private Facebook Group: The Six-Figure Study Hall
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
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
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
About Bridget Casey
Bridget Casey is the award-winning entrepreneur behind Money After Graduation, a financial literacy website dedicated to helping 20- and 30-somethings get rich. From paying off debt to investing in the stock market, Bridget provides clear, actionable advice that will transform your finances. Since its inception in 2012, Money After Graduation has grown to receive over 3,000 visitors per day and has been featured in national print and online publications including TIME magazine, Forbes, Macleans, MoneySense, and The Globe & Mail.
Bridget holds a BSc. from the University of Alberta, and an MBA in Finance from the University of Calgary. She is has been featured as a millennial financial expert by Yahoo! Finance, Business Insider, CBC and BNN. Bridget was recognized as one of Alberta’s Top Young Innovators in 2016.
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 my personal strategies developed exclusively for young investors 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.
The Six-Figure Stock Portfolio eCourse is the most important investment you’ll ever make when it comes to the stock market: because it’s the one that teaches you how to invest.
You’re here because you care about your money, and you don’t let it go easily. But you also understand how quickly you can lose money when you don’t know what you’re doing. It’s possible you’ve already lost more than $379 on a bad investment already!
My goal with The Six-Figure Stock Portfolio investing program is to provide you with a practical investing education for less than the price of a single university finance class. Knowing how to invest safely and profitably will generate a return of tens of thousands of dollars, even hundreds of thousands of dollars, in your investing lifetime. Make the investment in yourself now and reap the rewards forever.
The price of the course includes all taxes and fees. Canadians do not have to pay any additional GST/HST.
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.
This course provides portfolio templates that you can use as a starting point to build your stock portfolio. You are welcome to invest only according to those examples, but students are encouraged to modify them to personally suit their financial goals and needs.
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.