My track record
The Simply Investing Portfolio

Gains over 543% versus the stock market's return of 317%

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My Simply Investing Portfolio has gained over 543% since 1999 versus the stock market return of 317% over the same period.

More importantly my stream of passive dividend income has continued to increase each year for over 21 years consecutively.

Performance Chart Current Holdings Learn More - Investing Course Learn More - SI Platform
Rick Case Study Chart4

Rick is on the Path
Toward Financial Success

Rick S. took the Simply Investing Course in 2001 and has been on the path toward financial success since. Let us look at 3 of his stock holdings, Coca-Cola (KO), Proctor & Gamble (PG), and TC Energy (TRP). Since day one Rick has invested in dividend stocks. The total return (including dividends) just from his 3 holdings is over 173%. Since taking the course Rick has received over $14,823 in dividends from these 3 stocks.

He purchased 100 shares in P&G in 2005. Since 2005, he has earned $3407 in dividends, for a total return of 241%. He still owns the stock and enjoys a 6.1% return annually on dividends.

He purchased 140 shares in Coca-Cola in 2012. Since 2012, he has earned $2840 in dividends, for a total return of 69%. He still owns the stock and enjoys a 4.5% return annually on dividends.

He purchased 265 shares in TC Energy in 2001. Since 2001, he has earned $8575 in dividends, for a total return of 300%. He still owns the stock and enjoys a 15.8% return annually on dividends.

Who We Invest In

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We Make Investing Easy, Two Ways to Get Started

 

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What Do Our Clients Say?

"Time and money well spent! Easy to understand course material."
             Anand C.

 

The Simply Investing Course material is excellent, including the supporting material, all of it is very well explained. Kanwal's enthusiasm and confidence in the program is inviting and makes the information understandable."
             Jane M. 

 

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