DSR PRO FORM EXAMPLE
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ABCDEFGHIJK
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DSR PRO MemberMIKE
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Dear Mike, please enter tickers of companies to be followed in the chart below. For example, for Apple please enter "AAPL" for Canadian stocks like Royal Bank, please enter "RY.TO" (we provided an example on the right side of this report). We ask you to enter the company name in the second column to confirm holdings and avoid report mistakes. If you want to receive a portfolio summary, please enter the number of shares (preferably) or the weight (%) of each holding in your portfolio.You can select up to 40 different stocks. If you need more than 40 stocks, please contact us via our website (DSR). Here are stocks qualifying for DSR PRO:
• Must be trading on a major American or Canadian market
• Must pay a dividend over 1% (we reserve the right to accept lower yielding stocks or not, we follow some of them such as Visa and Mastercard for example)
• No ADRs are accepted (we reserve the right to accept them or not, we follow some of them)
• No ETFs are accepted (you can add them to complete your portfolio and have a full portfolio asset allocation)
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Nb of shares or %TickerCompany NameExample:
Nb of shares or %
TickerCompany Name
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143AAPLApple
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24%RY.TORoyal Bank
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