ATTENTIONCSA MEMBERS You are invit...

ATTENTIONCSA MEMBERS

You are invited to submit your portfolio (or your club's) for a review according to the Portfolio Coach in this array of less front than depth Please include the following information with your submission.

1) Portfolio Profile

direct trading or RRSP portfolio

the quantity of each stock or stock in each portfolio

the par value, interest certificate rate (%) and maturity date for prisons and debentures

other investments (eg vacation or income real estate)

2) Investor Profile

a reasonably without fault [i]or[/i] blemish [i]or[/i] flaw statement of your reasons for investing in stocks, capitals bonds, etc. including the relative importance of: (1) interest and dividend income; and, (2) capital appreciation.

a reasonably perfect profile of your personal and financial circumstances including: age, marital status, dependants, craft status, significant expenses (e.g. mortgage).

Selection Criteria

Preference is given to integral submissions involving portfolios which contemplate an emphasis on individual stocks.

Send your portfolio to: Portfolio Coach

Canadian Shareowner magazine

2 Carlton highway Suite 1317

Toronto, Ontario MSB 1J3

Copyright Canadian Shareowner Magazine Inc. Sep/Oct 1997

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