Description
Product Details:
This Product was designed to save DIY investors countless hours of researching the best funds to build a portfolio without the need of “stock picking” individual companies.
Because of the recent popularity and sheer amount of ETFs & Closed-end Funds available, investing in individual companies (stocks) is no longer necessary for the average investor.
Whether its Growth, Income or Dividend Growth: This product will assist DIY Investors who invest in the Canadian (TSX) or U.S. (NYSE / NASDAQ) Stock Market to build their own portfolio according to their Investing objectives and style. 20 Sample Portfolios tailored to different investing goals included!
Product includes:
10 Canadian Sample Portfolios tailored to different Investing Objectives (Growth, Income & Dividend)
10 U.S. Sample Portfolios tailored to different Investing Objectives (Growth, Income & Dividend)
300+ ETFs listed on the Canadian & U.S. Stock Market
90 Closed-end Funds listed on the Canadian & U.S. Stock Market
20+ High-Yield Split Share Funds listed on the Canadian Market
2x Blank Portfolio Tracker Template
Canadian and U.S. Online Brokers List
Breakdown of 8 Excel Spreadsheets Tabs:
Tab 1: Knowledge Base – Beginner’s Guide, Stock Market Terminology, Useful Resources
Tab 2: 10 Sample Portfolios for Canadians – Canadian Stock Market
Tab 3: 10 Sample Portfolios for Americans – U.S. Stock Market
Tab 4: 300+ Exchange-Traded Funds (ETFs) – Canadian & U.S. Stock Markets
Tab 5: 90+ Closed-End Funds (CEFs) – Canadian & U.S. Stock Markets
Tab 6: 20+ Split Share Funds (Split Corporations) – Canadian Stock Market
Tab 7a & 7b: Blank Portfolio Templates
Tab 8: List of Online Brokers + $50 Questrade Offer Code
*Sales are Final – There are No Refunds on this Digital Product*
C. L. (verified owner) –
wow thank you so much for sharing this. I highly recommend people with similar investment should follow god bless
Alyssa Cardoso (verified owner) –
Thank you so much! This will be so useful!!
devadevan.krishnamurty –
Hi – Excellent work and I am the one of the follower of your you tube videos from day 1.
Always DIY will work nicely and we can control our funds with less cost. with your knowledge.
investinpassiveincome (store manager) –
Thank you and agree 100%. DIY investing is not scary, it’s a priceless skill, once you understand it you can earn money from it forever!
sam.shenouda –
Thank you so much Adrian. Love your channel and I’m always promoting it to all my family members and friends. Your guidance and the information you always share with us are so useful and we really
Appreciate your time and effort as I know it’ takes month and maybe years to put this information together
investinpassiveincome (store manager) –
Thank you, Sam! appreciate you watching and sharing the information. Our mission is to reach every Canadian!
peter.maclaren (verified owner) –
I found you via your excellent you tube videos. Thanks for compiling such an extensive list. I have already used and will use more of your picks to generate a strong passive income stream. Thanks big time!
Angela Lucia (verified owner) –
Excellent work! Useful information for a newcomer in passive income like myself.
Your videos are very instructive and easy to comprehend. Keep up the good work.
ziad wafa –
Thank you Adrian this is very useful as usual. It must be very hard putting all of this together. Great job!
investinpassiveincome (store manager) –
Thanks man, it was good to meet you! Keep in touch about your investing journey
Lee Prana (verified owner) –
This pkg is equivalent to a diamond in the rough
Perfect for the newbie beginner, intermediate or advanced investor who wants a cutting edge shortcut to compounding some passive income quickly . Very meticulously laid out in layman terms. People pay big money attending seminars for this wealth of knowledge. Balancing risk vs reward along with deversity, its all included here. Thank you Adrian!
investinpassiveincome (store manager) –
Thank you, this comment means a lot!
It’s important to us that this product offers a good understanding of investing in general, and that the passive income investing strategy works for everyone.
sid.b. (verified owner) –
The spread sheets show it all! All the ETFs, all the REITS, all the split funds, all the income funds…
Everything a beginner ( like myself) needs to start his/her passive income journey. I plan to use this material and content as a foundation and plan my investment journey around it!
5/5 !
investinpassiveincome (store manager) –
thank you! DIY investing for the win!
Chris Hepburn (verified owner) –
Well worth the $25 – saves you countless hours of research and believe me – I have put in many. Adrian has a proven approach to passive income earning through dividends. Stop playing the stock-picking “lottery” – the secret is to have a revenue stream coming in from solid companies whose products and services are used everyday by everyone. Adrian’s information will help you build a solid portfolio for passive income balanced across different kinds of investment vehicles, and in many sectors – you can customize what he has laid out for you to suit your own level of risk and where you feel you want to put your money. I’m on my way to building my income generating portfolio and I’m teaching my young adult children the same.
investinpassiveincome (store manager) –
Thank you Chris! you’ve perfectly articulating what we set out to do here. Thanks for the review and feeback, much apreciated!
jagdeep.singh –
great product adrian as always man keep up the good work and thank you
jason.lam (verified owner) –
Great product, extremely informative and transparent, something we certainly do not see often at all.. I have been investing in stocks for 16 years, but never get into ETFs, income funds and the likes. I was able to learned so much from Adrian’s videos’ and this product. Now I am ready to try other investing opportunities and strategies. Thank you!
investinpassiveincome (store manager) –
Thanks, Jason! I’m glad to hear this product is also of value to experienced investors like you. Thanks for posting this review!
Nick Giesinger (verified owner) –
Great tool. It is now my go to spreadsheet. Great job!!!!
Anonymous (store manager) –
Good value here, the information is key to building am income Dividend Portfolio. I would recommend for people who are looking to invest for cash flow and growth
David N. (verified owner) –
Great tool that I use frequently
Anonymous (verified owner) –
Thank you for sharing this with all of us!
Christopher Chung (verified owner) –
Marco (verified owner) –
Very solid information here. This package is well researched and super helpful for investors interested in selecting good ETFs or other avenues of investment for their portfolio. I highly recommend it.
Alyssa (verified owner) –
Love this package. So useful and informative. Highly recommend!
Patrick Lapensee (verified owner) –
I think this is the best tool for a passive income investor like myself. I can tell you put a lot of work in this package and always refer to it . Thank you for putting this together and thank you for continuing your weekly post. I am always excited when I get a alert that you have a new video online. Congratulations to you and your wife.
Karim E. (verified owner) –
Good product
Anonymous (store manager) –
Great info! My TFSA is now full to the max, thanks for the recommendations!
Faraz (verified owner) –
Hi Adrian. I’m very grateful for the work you’ve done in educating us all on your dividend strategy and sharing your personal portfolio. It’s been immensely helpful in my journey towards financial independence.
I generally never liked the buy and sell approach of making quick money as you never know when your profits can evaporate and the wealth you thought you had is gone unless you sell at just the right time (which clearly nobody ever knows).
The approach I’m taking with your guidance is much safer and stress free, which allows me to focus on my career and family.
Thank you again!
Stéphane H. (verified owner) –
Edward Luiz (verified owner) –
Well done Adrain and well worth the money. Wish you could have a periodic update.
investinpassiveincome (store manager) –
Thanks, Edward. Yes will issue updates.
Victor Wong (verified owner) –
I enjoyed the package as it had a lot of investment ideas where you can then do your own homework, and choose what works for you. I’d recommend it. I recently “retired” at 45 and was in the process of building my dividend portfolio when I found your YouTube videos. I used some of your suggestions and increased my yield from perhaps 4.5% to 6.5%.
Regan (verified owner) –
Great package of information!!!
Piyush Gaglani (verified owner) –
too many options – please limit to top 5-6 in each
investinpassiveincome (store manager) –
Thanks for the feedback. There are options for all types of investors, and the filters are placed to find what you want.
Eric Bucklew (verified owner) –
Thanks so much for all your hard work! Keep it up! People need you to help them! Only thing is I am in usa…so most of them are not available…I tried to fight with TDameritrade to let me add them but they would not. UGH!
investinpassiveincome (store manager) –
Thanks, Eric. We’re getting many requests for U.S. investments, therefore Adrian is currently doing the research and we will add more U.S. listed funds on version 2 of the package, which you will receive for free once completed!
Daniel B. (verified owner) –
Lot of information founded , easier for me then search it myself , Thanks
Carlos –
Totally worth it! He does the hard work for you! I highly recommend a one on one as Adrian was SUPER helpful and answered all my questions and helped me set up a portfolio! Get into the investing!
Wendy W. (verified owner) –
I found this spreadsheet so helpful. It was organized in a way that was easy to understand and easy to find the information I was most interested in. I appreciated how detailed it was. The list of ETFs come with an explanation as to why they are being recommended. This was one of the most helpful things about this product.
Dave T. (verified owner) –
This may be the best money you spend on market education. There’s so much here to assist you in making your own investment decisions… It would take weeks to compile this material and serve it up. Every portfolio should hold dividend investments and Adrian serves up a lot of viable options to sift through. Five stars!!
Brian M. (verified owner) –
Adrian & Erica you have done an excellent job putting all the information together to help the average investor. I’m still trying to watch all the videos that you have posted! Thanks!!
Andrew T. (verified owner) –
Fantastic work! I look forward to the updated Excel package!
Anonymous (verified owner) –
To date the info is excellent. Regular updates are important even with a reasonable fee attached
investinpassiveincome (store manager) –
Thanks for the feedback! The info in this package is relevant in any type of Market (Bull, Bear, Flat) and yes, we will issue regular updates
Wayne L. (verified owner) –
Great information very useful.
Epi (verified owner) –
Useful! I made the money back in 2 dividend payments! Thanks for putting this together.
Anonymous (verified owner) –
You can tell Adrian and Erica put a lot of effort into their product and it is chock full of information about why certain securities are better than others. It is easy to sort the spreadsheets using the built-in filters. The spreadsheets are well designed and clearly organized. I sold my mutual funds and filled my portfolio with some of the strongest recommendations listed in this product. I consider the $25 purchase price worthwhile because the new dividends I am earning with these top picks will pay for the product within a day or two haha! Thank you Adrian and Erica! As a loyal subscriber to your Youtube channel, I look forward to further content!
Tristan Tse-ngo (verified owner) –
Donald (verified owner) –
Omer Shabbir (verified owner) –
Extensive list of ETFs that helps you to generate passive income. Highly recommended!!!
Anonymous (verified owner) –
Anonymous (verified owner) –
I am retiring soon and have only my CCP and OAS but a good amount of cash. This will definitely help me to decide where to invest my money so I can have a happy retirement.
Oliver Widmer (verified owner) –
I am absolutely happy. Thanks for all the great research! Best regards from Switzerland 😉
Niomi G. (verified owner) –
Worth it! Got my money back on the first dividend payment from the recommendation in this package.
Terry D. (verified owner) –
nick.k (verified owner) –
Very useful! Great content!
jabir Rustom (verified owner) –
truman (verified owner) –
All this time I thought Canadian stock market was boring until you guys opened my eyes
Mahmoud S. (verified owner) –
Thank you so much! It is worth it and I will recomend it to others, for sure.
Marcin J. (verified owner) –
Well worth the money. Saves you lots of research. Easy to navigate. Great tool overall!
Boudica James (verified owner) –
Pure gold!
paul.shaughnessy (verified owner) –
Well worth the investment, I consider the fee a donation! It would have taken me countless hours to conduct the research to compile the same data. Thank you Adrian for being so kind to share your knowledge with us.
Ken (verified owner) –
As an investor in Canada this is the ideal tool for income investors. Great job!
Allan (verified owner) –
very reasonable price for the work you have put into, good information to get people started into this type of investing.
lizza l. (verified owner) –
help me started with stress free inveting.
Michael P. (verified owner) –
Excellent brief on dividend investing. I liked the diversification by sector, by ETF, REIT’s, geographical and the knowledge gained on Split Shares and Options on dividend stock. Not too hard to put a decent dividend income portfolio together.
John (verified owner) –
I should have had this info years ago !!!
Peter T. (verified owner) –
Usefull
Theo O. (verified owner) –
Really enjoying the package! I know you’ve mentioned that you don’t use Wealthsimple in your videos. I use Questrade but also Wealthsimple Trade. Wondering if you would consider adding another category in the package that shows whether or not the stock/ETF is available on WST, just for convenience. I’ve been following your channel since late last year and decided to make a shift in my portfolio. Love seeing the monthly dividends rolling in! Really appreciate all the work you both do to provide good content. Keep it coming!
PING (verified owner) –
Anonymous (verified owner) –
Overall I loved the dividend tracker and have positioned 1/3 of my portfolio into dividend investing. I am giving this a test trial vs indexing and swing trading which make up the other 2/3. So far so good 🙂 and I will probably allocate more funds towards dividends once I start getting busier at work. Right now I have the capacity to swing trade and I do enjoy it.
For feedback, I felt that it would be good to put this into Sheets and to source data via Google Finance. This way I can type the ticker and all the data would come up related to current price, dividends , ex div date, payment date .
David M. (verified owner) –
Excellent, I wish I had this info 10 years ago.
TJ Gonen (verified owner) –
Amancio (verified owner) –
Very good! Nice to have all the information regrouped in one place. Would have been nice to have an exemple portfolio to follow but overall very good.
Anonymous (verified owner) –
would you exchange years of your labour for $25? Yes
Frank G. (verified owner) –
I really appreciate the hard work Adrian has put into this package. Helps tremendously. Awesome work!! This will make my retirement much more easier.
Pearl S. (verified owner) –
I love this ultimate dividend package so much. It is a great guide to start doing more research for myself. A brief description of each stock giving a quick overview of the stock. The budget sheet is wonderful. I can see how much I can invest more.
Anonymous (verified owner) –
This saved me a lot of time in research. All the good dividend stocks are in one place and comments column is super useful when deciding which stocks to pick. The package also comes with free updates. Highly recommend this!
Max Pham (verified owner) –
I think the information is useful for first time investors like myself who does not know where to start. Using those spreadsheets will give me an overview about different funds. My hope is to be able to analyze and pick certain stocks/ETFs for my portfolio someday when I have enough confidence. Overall, it is a good start for anyone who likes to learn how to invest.
Harith A. (verified owner) –
This is the exact tool and research I was looking for. I’ve always been interested in dividend investing and I had no idea where to start. I bought some stocks that paid dividends but I wasn’t too happy with them. After watching Adrian’s channel on YouTube I was hooked! He explained the methodology of my liking and a faster way to earn income passively. His idea made sense and it’s proven to work. I started by buying the excel tool and downloading other free tools which aided me to pick the stocks that were great dividend payers. Lastly, the method chosen eliminates the need to constantly check the stock market and be in constant state of worry, this is a chilled back and relaxed way of earning income. Worry free, that’s what I’ve been looking for this whole time. Huge thanks for putting the time and effort to getting this product out there, saved me and my future earning! Well done.
Milton B. (verified owner) –
Just what I was looking for as an investor
Kelly Walker (verified owner) –
Great compliment to the information shared on you-tube. Thank you Adrian and Erica!!!
tony.csaba (verified owner) –
Thanks Adrian. Saved me a tonne of time for the $25 in generating a spreadsheet. Good value for the price.
Robert Howlett (verified owner) –
Caroline C. (verified owner) –
Well organized and easy to use! The information is this sheet is more comprehensive then the info I rec’d from working with a financial planner. If you don’t follow Adrian on YouTube, Instagram and Facebook you are missing out. I can’t thank him enough for this valuable tool.
jagdeep –
great videos very helpful content
anthony.p (verified owner) –
Thank you for this well laid out design and full of useful information
Randy Lee (verified owner) –
Sergio D. (verified owner) –
Absolutely love the D/P investing package from Adrian !! Have been using it for a couple of weeks and have improved my investments. Simple and easy to use and adapt to your investments. Highly recommend it !!
richard.murray (verified owner) –
I’ve been income investing for several years but your spreadsheet product opened my eyes to what’s actually available in the US and more importantly to gain a good understanding of how they function. I’ve already invested in some of your recommendations. Thank you!
Richard Murray
Al M. (verified owner) –
Very well explained and very good value. Well worth the investment.
Peter Branecky (verified owner) –
Rise to 99$ and include 1 free 1:1
Brian S. (verified owner) –
Larry Skaggs (verified owner) –
I’ve enjoyed your videos and appreciate the hard work you’ve put into your spreadsheets. My first experience with investing goes back to the mid-80’s, with the mutual funds of that era. I craved every insight I could get from Sir John Templeton, and owned the Growth Fund from 85 until a couple of weeks ago. Without the founder, the fund lost its way and increased the mer from about .75% to somewhere around 2.5% today. Also, the managers who replaced Sir John haven’t lived up to his record. I’ve been looking for the next great value investor focused on Templeton’s principals, ie. buying a diversified portfolio of global stocks, choosing the best companies in the most undervalued markets throughout the world. You seem to be headed in that direction. I think you would enjoy reading about his life, investments and philosophy. John Train has written two books on great value investors, “The Money Masters”, and “The New Money Masters”. I think you would enjoy the brief biographies included.
I owned EIT.UN for a number of years, with a dividend reinvestment plan, and because of the roc element in each month’s dividend, found calculating the book value quite a challenge when I sold. You might mention this to your followers – it would be no issue if held in a registered account. I wouldn’t reinvest these dividends in an open account today – live and learn!
I don’t want to sound like a Cassandra, but do worry that a rising tide lifts all boats, and placing my faith in money managers who didn’t shield me from the crashes in 87, 2000 and 2008, especially 2008, makes me skeptical of escaping the next crash with “wise” money management.
Your passive income approach is well thought out, and you are providing a great service to your readers. Thank you and best wishes for your continued success.
Larry Skaggs
Anonymous (verified owner) –
Roy G. (verified owner) –
great resource
Tito Gallardo (verified owner) –
TIM (verified owner) –
Great product for anyone looking for extra income and is aware that this is a long term play. My 2 cents; add another column that indicates a fixed, value , growth, spec or combination investment. Congrats, well done.
Alan Lang (verified owner) –
Ben (verified owner) –
Lots of work went into this package. It is well prepared and easy to follow. Being a beginner at this, it saved me hours of research. What I like too is that the updates are free. Job well done. Thank you so much.
Richard B. (verified owner) –
Great value for all the work that was put into this package,
the research you did save me a lot of time. Thank you
Rohit Patel (verified owner) –
I wish you would add more USA security options,
investinpassiveincome (store manager) –
v2 updated includes: 85+ ETF’s and Funds Listed on the U.S. Market (NYSE & NASDAQ)
Hakka Place (verified owner) –
Cipriano (verified owner) –
Incredible value for the price and great sample portfolios with notes on individual funds.
Ken M. (verified owner) –
Thank you- exactly what I was looking for!
Lawrence Freedman (verified owner) –
Marie S. (verified owner) –
I am a retiree, without a pension, but with a sizeable non-registered Account (50% split between Canadian dividend stocks and high growth Canada/US stocks) that I personally manage. I have not had a clear plan on how to pull $ out to fund my retirement with these assets. I came across Adrian and his passion for dividend investing for income on YouTube. After checking out a number of his videos, and being introduced to ETF dividend options (specifically covered calls and split funds), I was intrigued so I purchased the Ultimate Dividend Passive Investing Pkg. It includes a wealth of information, in an easy to access format for a very reasonable $45. So far I have used it by swapping out about 40% of my individual dividend stocks to ETF options, that pay higher dividends with the intent to create a monthly income stream. I plan to experiment with this approach and if it ‘feels right’ I will swap out more of my individual dividend stocks.
investinpassiveincome (store manager) –
Thank you, Marie. We have no doubt you’ll get comfortable and become a pro at this strategy!
Alexandre Alami (verified owner) –
steve bilodeau (verified owner) –
Awesome work! I’m really happy to have bought your package!
SUNGHO KIM (verified owner) –
It is really helpful in building my income based dividend portfolio. Thanks for your hardwork.
Scott E. (verified owner) –
Thanks again for offering this whole package for a great low price. I am on my way, lol.
Rob B. (verified owner) –
This package really is excellent. Not only is the research into the stocks very solid and detailed, the example portfolios are really well diversified and thought out. I made a couple of changes to the portfolios to suit my own preferences but they are an excellent guide and the list of income options makes the substitutions easy to research.
As someone who is heading into retirement in the next couple of years, I really appreciate the quality and depth of the package. It is going to make a difference for many years.
Absolutely worth the money.
Lucas Peter Reissenweber (verified owner) –
I completely changed my investing strategy since watching Adrians videos on YouTube so I purchased the Package to have more visual access and tools in my own hands.
Anonymous (verified owner) –
Lee (verified owner) –
Great package packed full of information. The example portfolios are useful as well if you need a starting point. I found this package very helpful in planning my portfolio with some better diversification.
Anonymous (verified owner) –
Good recommendations. As an added bonus I would recommend a private video for people who purchased the product to hear your thoughts on it much like the dividend youtube review of the total spending of $660 000.
Really nice product overall.
Anonymous (store manager) –
best $45 I ever spent!
Kulvinder Shokar (verified owner) –
Tyson (verified owner) –
This is a one-stop shop for great investments on the stock market for passive income. Great product, great value, low cost for how much information is in this thing. This includes insights into each pick, alternatives to consider, summary of each pick, and links for fact checking.
Lifetime FREE updates! I didn’t have to buy this, I could’ve done the research and found stocks on my own, but how many countless days or months of time would it take me? Time is money, and I choose to leisurely spend those months of time.
The only gripe I have is that Wealthsimple Trade doesn’t support many of these picks, which is no fault on Adrian, but there’s still so many more on that list to choose from.
STEVE W Boily (verified owner) –
Great overview of the top ETF’s, Split Funds, REITS US and CAN to invest in for everyone, depending on your risk tolerance. I am using this package to manage my investments/dividend income!!
Steven (verified owner) –
Matthew B. (verified owner) –
Fantastic product!! Saved me years of research all for such low price! A great place to start if you want to do this investing style. 4 stars just to keep you hungry to keep getting better
Michael (verified owner) –
The information is excellent and exactly the help I needed to position myself in retirement. I have just sold one of my commercial properties and am looking to have two TFSA’s, one for me and one for my wife. I have the normal stuff, RRSP’s, a locked in pension, some self administered stock accounts and another account under management by a large financial institution, but this was the piece I was missing. I will continue to follow your guidance. Thanks again for a great service.
Eric Lopez Zareno (verified owner) –
Mindblown about this side of investing. I got lucky and Adrian’s material was the first thing I found while researching dividends. There was no reason to look anywhere else. This stuff is GOLD. He’s also very attentive to questions and I can tell he cares. Thanks man.
Anonymous (verified owner) –
This is $45 well spent! Exactly what I was looking for. I’ve held individual stocks for over a decade and wanted to increase my yield and overhaul my positions. It would have taken me forever to find and research these on my own. Also appreciate the comments section in the spreadsheet – very helpful. Great youtube content as well – your explanations are to the point and not complicated (and also not boring!). Best regards
Graham Gibbs (verified owner) –
I love the whole package !!! The only question I have is the two Cdn portfolios you posted were they created for a non registered account ?? TFSA ?? Or RRSP ?? Thx…I truly appreciate how your collection of videos has me super confident I can retire in 3 1/2 years 🙂
Anonymous (verified owner) –
Paul B. (verified owner) –
This is a great worry free way of making a steady monthly income with great returns!
What I like the most I don’t have to deal with the banks with there low yields and 2-3% returns.
My wife is very happy with the steady retirement income and I will be doing the same when all my stocks are at prices I would like to see to sell at.
Christopher V. Flett (verified owner) –
This is an excellent resource for Income Investors. I was going to build out a resource myself, but this literally saved me 10-20 hours of time. Highly recommend.
Marco Smit (verified owner) –
K M. (verified owner) –
Excellent package
Michael (verified owner) –
Im starting to build my portfolio like yours
Paulo D. (verified owner) –
Very useful and tons of information. Thank you
Jerry (verified owner) –
Your YouTube videos are great but this package is better. I have identified 20 plus funds that I plan on buying as soon as I can free up some cash. Thank you for this.
Paul L. (verified owner) –
Thanks for doing the research and guiding others
I (verified owner) –
Lee C. (verified owner) –
David Stearns (verified owner) –
Suggest you have a simple one-day conference in the US to have people set up their accounts with their laptops and actually get started. I think a couple hundred would attend and be happy to pay 150.00 This is your moment in history where you have what people want and you need to deliver it in groups to be practical. This could not be more difficult than scheduling individual appointments. Your wife might be the best at showing details to the group. She seems charming and smart. You have changed my life already.
Vivek Gungabissoon (verified owner) –
Victor (verified owner) –
Well done!!
Richard Reszczynski (verified owner) –
It is an excellent compilation of high yielding paper in a yield starved world. Thank you.
Jacques Fournier (verified owner) –
You have a lot of split share and covered call funds; hard to evaluate portfolio risk; some funds are too recent to make any calculation…In general it is a good research and usefull.
Denise Weideman (verified owner) –
Hi Adrian and Erica, I am having a great time reviewing and researching the Companies and Stock picks from your Ultimate Package, I have chosen, FTN, EIT.UN so far and have small positions in both… I also chose POW and NWH.UN and have positions in them too.. Thanks for all your hard work and research, as well as your high level of integrity… Cheers from Vancouver, Denise
Anonymous (verified owner) –
Anonymous (verified owner) –
Hi both of you! It definitely is a vital tool and we love it. We thank you so much for your knowledge and hard work to create a absolute brilliant guide line for us to learn and look up to.
From the bottom of our hear, we sincerely grateful. Thu Le
Luc L. (verified owner) –
Alexander G. (verified owner) –
easy to understand, helpful to build a portfolio.
George H. (verified owner) –
Eileen T. (verified owner) –
Excellent work Adrian
Frank (verified owner) –
Terrance Allison (verified owner) –
I appreciate the clear vision of income investing as presented by Adrian. His communication skills are first rate. Adrian invests exactly how he teaches and openly shows us his portfolio to prove it.
Gary G. (verified owner) –
Very interesting strategy but not 100% convinced. Will be setting up ~ 1/3 of my portfolio as a test run and see how it goes.
Thomas M. (verified owner) –
Great info included. Saves you plenty of time searching and compiling the data on a vast majority of Canadian stocks that are of interest to income investors and even some for growth investing. The cost is very fair for what is provided.
Daniel (verified owner) –
Excellent information. Really appreciate that there is a page dedicated to US investments. Very impressed with the dividend income approach. In my second year of retirement and looking for a way to generate income from my IRA. This information is far better than what I was getting from my financial advisor. Keep up the good work, especially the YouTube videos.
BILL LAU (verified owner) –
Ryan (verified owner) –
I was leary purchasing this as Adrian and Erica’s YouTube channel already outlines many good stock choices for passive income. However before taking large positions I wanted to educate myself as much as possible and broaden my horizons with other options before deploying my capitol. This package allowed me to taylor my picks and greatly assisted my research prior to investing. The end result was calm and confident investing.
Kun Huo (verified owner) –
TBH, I bought mainly to support the channel and because I am fan of Adrian’s delivery. It is nice to get a spreadsheet though. My only gripe is that I thought the spreadsheet will come with updated prices to put the per unit dividend in perspective. I know it is always changing but an average price over the last year could be very helpful. Hence only four stars. But I think you got something good going and looks like you have fun doing it. I would not have known about the covered call strategy if not for your videos.
Raafat H. (verified owner) –
Carl Salas (verified owner) –
Using the videos, the portfolio and stock recommendations I’m already generating passive income. I’ll test it for a few more months before scaling this strategy. This may be the last piece of my puzzle to fully retire. Thank you so very much!
Pierre M. (verified owner) –
Glenn V. (verified owner) –
The Ultimate Dividend Passive Income Investing Package is an invaluable tool to have in your investing arsenal. The information is a result of Adrian’s two year research efforts, and is laid out very clearly and impressively. His subsequent videos are very helpful as well. Seriously, he could charge 100 times more than the current purchase price, and it would still be well worth it. I used to scour the internet for untold hours and days, searching for $1.20 annualized dividends. Such information can be gleaned in less than one minute’s time with the Ultimate Dividend Passive Income Investing Package. I also love the Details and Comments Section. The whole package is highly recommended. Thank you, Adrian. You are changing people’s lives for the better on a daily basis.
Vincent C. (verified owner) –
As ADVERTISED! An excellent resource, worth every penny!
Jim B. (verified owner) –
A great effort that has paid off. You cracked the code that the elite and politicians don’t want us to know about but we need to know. IT’S OUR MONEY. Again, thanks for your generosity and keep up what your doing. I’ve been personally trying different investments for over 30 years and none have really worked.
David Dang (verified owner) –
I like it, It fit my investment goal right now.
James (verified owner) –
Very helpful. I understand this is based on passive investing but hoping for a bit more growth/dividend portfolio
options.
Satish Malhotra (verified owner) –
Yes, it is very helpful and working well.
Gilbert P. (verified owner) –
Very well made and very helpful when you are choosing the ETFs or Funds that you need to invest in based on your risk tolerance! It would be nice if there is an added sample portfolio for investors that wants safety in their portfolio but is also seeking income plus growth.
Thank you!!!
Alain Dubois (verified owner) –
Give me excellent exposure to the entire market. But today’s market is very expensive and I don’t think I would get the yield as much as you in your portfolio. Thank you for your making me discover covered calls and other firms other than Ishares and Vanguard.
Stephen Lupi (verified owner) –
Melanka Zuidervliet (verified owner) –
Very good, but as a European I’m not able to buy all of them unfortunately.
Dieter Holzinger (verified owner) –
Konstantin Ilchenko (verified owner) –
Thank you very much for your hard work.
Don P. (verified owner) –
Worth it! A valuable resource for any DIY investor.
Saves me hours of research time, and we all know time = money!
Thank you!
Anne-Marie Pham (verified owner) –
Very helpful
Salim Juma (verified owner) –
I have been watching your videos for about 6 months now and following your insight and recommendations for my investing. I found the package very useful and looking forward to v3.
Roberto Ferraioli (verified owner) –
richard.baga (verified owner) –
I bought it because I believe in his work and being open and sharing to the knowledge to all Canadians and Americans. Good job Adrian thanks again this is a good investment for a lifetime. Version 3 is the best.
william.barnhart (verified owner) –
Sample Portfolio’s and 1on1 session got me where I need to be. 45k saved so far averaging 13.5% yield $520/m passive income so far. Adrian the man.
Mathieu Boivin (verified owner) –
Very accessible and useful stuff, thoroughly researched, you two « ordinary people investing on the stockmarket » make a really convincing case – you should have all this translated in French (and I could help) 👍🏻👍🏻
Anonymous (verified owner) –
Don (verified owner) –
John Partyka (verified owner) –
The information provided in this package is quite valuable to me. It allows me to to make better, well advised investment decisions, but more importantly, IT REDUCES THE NUMBER OF COSTLY MISTAKES I often make by experimenting. Finally, the software it comes with is very well organized and simple to use. I’d gladly recommend it to any amateur investor like myself.
Anonymous (verified owner) –
Michael C. (verified owner) –
A reasonable price for all the work you put into it.
David Martin-Henhawk (verified owner) –
This has helped me so much in terms of researching and finding what to invest into! The sample portfolios definitely helped me so much in terms of finding which way works best for me! Nia:wéh (Thank you) for your time and work on this!
Richard Baga (verified owner) –
120% guaranteed and I am living a testimony. Before I think if I really need a package to buy. But as I watched most of the videos of Adrian I know there’s more in the package. When I bought it I am so glad and happy because the Ultimate DIY version 3 Investment Package is one of the best investment I purchased you don’t need to read a lots of books about investing Adrian is already put the work for us. I will recommend to all my family and friends. I highly recommend to buy the best investment for you, your family and to your friends. Scale of 1-10 I score it 11 because it really helps me a lot and give me a lot of options in what kind of strategy. Adrian’s YouTube channel is great too. And if you really need a guidance for the person who live the life of freedom you can do 1 on 1 too. Again thanks to Adrian and the Passive Income Investment.
adriano.starinieri (store manager) –
Thanks Richard 🙂
jeff b. (verified owner) –
Following my own path, I have been slowly heading in this direction. Nice for the confirmation towards passive investments and also very grateful for the new stocks, funds, and split shares, I did not know about.
DOUGLAS LA VOIE (verified owner) –
It is great to have someone help others with their investing in a sincere way especially in these times of uncertainty. I know this project was done from the heart!!!
Benoit V. (verified owner) –
This package is the best to improve your income portofolio! Thanks to Adrian!
L Wayne Mathison (verified owner) –
Thank You. Making $5000 per month now. 🙂
adriano.starinieri (store manager) –
Fantastic! Good job!
zachary.enkin –
The DIY investing guide is nothing short of amazing. I have used it to help create a great portfolio for my self and I am now enjoying the dividends coming in every month. This saved me hours of manually looking for the best of the best ETF’s and split share funds available in the Canadian market. Now im on my way to grow my portfolio, diversity it, and eventually live off passive income. Thanks Adriano for creating an amazing product.
adriano.starinieri (store manager) –
Thanks for the Feedback Zack! It was nice meeting you and have no doubt you and your lovely GF will be a HUGE success!
Larry (verified owner) –
Great work putting this together. Would like to see Ex. Dividend date in future versions
Ume (verified owner) –
Thank you Adrian for the excellent great job putting all the information together with so much hard work and time and it is very easy to navigate the package.
I watch all your YouTube video and have generated passive income that I had never thought of it before.
Well done and totally worth the money spent.
Terry Lauzon (verified owner) –
Daniel M. (verified owner) –
Christophe Boucher (verified owner) –
It’s definitely a great source of information and worth it.
Maybe it would be nice to include when the funds/stocks were purchased initially.
Also, I believe the holding plan duration for each would be great and which one(s) should be reviewed month after month. Just food for thought. The videos are excellent as well, it really helps. I also believe now that Dividends are the way to go cos growth is a dangerous game. And stressful.
Best,
Chris
Jeff B. (verified owner) –
Takes a lot of guess work out of picking what stocks might work for you. Sample portfolios, links to the stocks web pages and with sharing his own portfolio, very helpful and shows not only does he show you, he lives it. Highly recommend, great information packed within.
Joao Zacarias (verified owner) –
I live in USA and would really appreciate more content for USA residents.
adriano.starinieri (store manager) –
Noted! I did a lot more in this version and even made sure there was an equal amount of U.S. and Canadian Sample Portfolios. Thanks for the feedback 🙂
stephen butler (verified owner) –
Alex (verified owner) –
Adrian and Erica did a wonderful job at creating this very useful spreadsheet for retail investors like me. It has saved me lots of time of research. The fact that we also get free updates of this kit is very generous of you. Thank you for teaching us how to take control of our financial freedom!
adriano.starinieri (store manager) –
Glad it helped you! – Thanks for the feedback 🙂
chris hammersley (verified owner) –
would like more portfolio 7 low risk etf s and so on thanks.
David McIlmoyle (verified owner) –
Be nice if u included the current yield of each etf.
adriano.starinieri (store manager) –
That changes everyday buddy, so it would be useless to put a Yield 🙂
Anonymous (verified owner) –
I’d suggest adding columns for the current price and dividend yield applicable at the current stock price. Just make sure you add a disclaimer. This helps me in my research
Chantra W. (verified owner) –
Yes, I think it’s an excellent resource and has provided the much needed guidance for my retirment income.
adriano.starinieri (store manager) –
Happy Retirement! 🙂
Anonymous (verified owner) –
Good portfolios- like it
Darryl Cusson (verified owner) –
Adrian and Erica have put together an amazing tool for the do DYI investor. You can pick and choose what you like or simply copy one of their sample portfolio’s. Takes all the guess work out of it. Highly recommended package at a great value. More than my pleasure to support this young couple.
adriano.starinieri (store manager) –
Thanks Darry 🙂 P.S. We’re not that young hehe
gary gorgo (verified owner) –
New customer, just hoping you had more ETF’s and CED Funds available for US customers. The major of your information is for Canadian customers. But I still enjoy it.
Shein N. (verified owner) –
I found this package to be extremely helpful. It caters to the diversity of its investors while keeping the format simple and straightforward. It provides the allocations (percentage) for each of Stocks/ETFs etc ..removing the guess work involved and saving the investor several hours on assessing the distribution of their funds. This is a worthwhile investment and available for a very small price tag compared to its true value! Really appreciate this tool😊
Robert Vandyk (verified owner) –
Grayden Francis (verified owner) –
If you are wavering on purchasing the package it is worth every penny and will pay itself off in no time! absolutely fantastic product and customer service. The package offers something for everyone weather you are brand new to investing or an experienced investor I believe there is something for everyone in this package! Adrian and Erica are truly changing lives with their work!!
Dan (verified owner) –
I really like all the work and thought that went into creating this package. I found it very helpful in starting to set up the passive investment portion of my portfolio. I am still a little nervous as I have never “gone for the dividends”, but I am hoping that in 6-12 months I can look back and be happy with all the income rolling in. I hope to expand more and more of my portfolio into this style of investing. Thank you and keep up the good work.
Sean (verified owner) –
I really find it a valuable tool. I’ve implemented some of it into my own investment strategies. I’m pleased with the results.
Ming L. (verified owner) –
Carole Melanson (verified owner) –
The package helped diversify my portfolio.
MICHAEL B. (verified owner) –
Danke für diese übersichtliche und informative Plattform
adriano.starinieri (store manager) –
Vielen Dank!
Review Translation: Thank you for this clear and informative platform
Sheldon Bilsker (verified owner) –
Excellent information. The Strategy works. Thank you.
Gerard Crocker (verified owner) –
Hello…I have reviewed the package and have enjoyed your information and portfolio reccommendations. One area of suggestion to really beef up the content and analysis is how to compare one fund against another by analyzing the fundamentals such as p/e, roa, mer, etc. I have my own tool that I use to analyze these numbers so when choosing one fund over another I can see who carries more debt or has better performance. You have developed a good tool but an annex that describes what is a covered call versus a split fund versus a closed fund would make a nice reference tool. Please continue to expand and improve the package as it is great for a beginner. I will continue to follow you on YouTube and would be more than happy to pay extra for a more robust tool. All this takes time and effort but as you grow your legitimacy with a more knowledgeable audience will expand. Good luck and keep up the great work.
adriano.starinieri (store manager) –
Thanks for the feedback Gerard. In depth analysis is not something I do or feel is necessary for a Passive, BUY and HOLD Income-Focused Investor. I don’t do that and I do just fine. That is more for individual stocks, which is not what my strategy is about. In fact, I suggest to avoid single companies altogether.
I have a video that showcases the product from A-Z, so you should have watched it before purchasing the product if this is what you were expecting.
Regarding your comments about an Annex section that describes Covered Calls, SPLIT Funds etc., that’s a good idea but note that I already have videos on my YouTube channel that covers that in detail.
William LESLIE (verified owner) –
Bill (verified owner) –
Anonymous (verified owner) –
It’s very valuable information. I started January 2021, investing and novice at that. In May I come across a video Adrian and Erica’s, I watched every video that was available and finally purchased the DIY package. It’s just helps so much to set a goal and so exciting to see where I will be in a year or 5. I am just turning 50 so I hope in 10 years I can have financial freedom to retire. Thank you for sharing your research and knowledge. I enjoy learning from you and have so much more knowledge to gain.
adriano.starinieri (store manager) –
You’re welcome! Glad its helping you out. Just keep building that Passive Income and you will get there 🙂
Catherine Benson (verified owner) –
Amazing !!! I will share tuis to my friends😍
michael Western (verified owner) –
Just started to use it and it give me alot of information where to get the right stocks and funds. Very helpful
Anonymous (verified owner) –
Excellent reference tool!
Anonymous (verified owner) –
Good starting model investment.
Michel Bertrand (verified owner) –
thank you for the package, it helped me a lot in my decision to buy a stock.
Anonymous (verified owner) –
Excellent reference for researching various stocks, etc
Satinder (verified owner) –
Thank you Adrian & Erica for hard work done for your YouTube channel as well as DIY Investing Package . The DIY Investing Package made me understand different types of funds with choices their- in with benefits & pitfalls. Thank you .
adriano.starinieri (store manager) –
Great! Glad it helped you 🙂 Thanks for the review
Chris Tammaro (verified owner) –
L Soldera (verified owner) –
Hi Adrian & Erica, Well thought out and comprehensive analysis. Might be enhanced by including a Risk column (low, medium or high). I would replace the Annual Management Expense with the Management Expense Ratio since that is what the buyer will pay. For example, ZWK has a 0.65 Maximum Annual Management fee but its MER is 0.71 and I would have thought this ETF would have a medium risk rating since it’s dealing with US banks but it’s actually classified as high risk. Also, I would want to know the historical rate of return on each of the portfolios, back tested say for each of the last 10 years. Overall, the info is great especially for new investors and those not very willing to research independently. Thank you both for your product.
Mark C. (verified owner) –
Steve Fisher (verified owner) –
Excellent value for the amount of research that was done. Thanks so much
Nawalage Don (verified owner) –
This guide was helpful to have all thefunds in one place. I would recommend this package for investors that don’t have time to compare the best income funds.
Stephen Wells (verified owner) –
Over many months now I have found your Youtube videos to be very helpful in my investing journey. My wife and I plan to retire in the next 5 to 10 years so your income focused approach suits our way of thinking. Your opinions are well reasoned backed up by solid information about the various securities you review. Please keep doing what you are doing. Your openness and honesty is much appreciated.
adriano.starinieri (store manager) –
Thanks for the comment 🙂 We will definitely keep creating more content and tools to help people invest!
Paulo (verified owner) –
Awsome advice ideas, great work. Thank you and Merry Christmas
Asko Lomp (verified owner) –
Gerald Yupp (verified owner) –
I actualy bought it for my daughter.
Nancy (verified owner) –
Lots of information to go through – and the portfolio choices helped
Jana A. (verified owner) –
Very helpful as I don’t know much about ETFs
Everett B. (verified owner) –
Lot of super valuable information, always recommend the Facebook group too
adriano.starinieri (store manager) –
Thanks Everett!
alain.lamontagne (verified owner) –
Love it. Wonderful product that will make you save so much time. Why do the research yourself if the best product is already done at a reasonable cost with free update.
Merci | Thanks,
Alain L.
Albert F. (verified owner) –
Liked the links to Yahoo Finance as a time saver
A link to where you address the funds in question on your You Tube channel would be a nice addition to your written commentary
James Pereira (verified owner) –
Luke (verified owner) –
Very useful package, really good information on some really brilliant passive investment stock picks! The only suggestion I would make, is the data is a bit old, which makes it difficult to determine if a fund is still/currently a good choice at it’s current pricing/NAV, etc. I’ve modified the spreadsheet to automatically do this for me, but would be a nice addition for future releases!
Bernard Ross (verified owner) –
It’s very helpful and informative! One thing that’s annoying is that some of the sample Canadian portfolios have US listed stocks. I think it’d be better if you gave alternative sample portfolios that were purely Canadian for those of us without access to RRSPs
adriano.starinieri (store manager) –
Thanks for the feedback. I agree, in the next version the Canadian sample portfolios will not include any U.S. Listed Funds 🙂
JULIAN DAVI AZOLIN (verified owner) –
Thanks for sharing your knowledge and work in this easy-to-follow spreadsheet; I can barely imagine how much effort and sacrifices you have made to achieve your financial freedom. The spreadsheet cut research time greatly, it’s easy to understand and the samples help a lot to build portfolios.
Last year I started reading some books about investing from authors like Van Tharp and I was able to develop a personal SaaS able to tell me different entry and exit signals from single stocks. Learning about these funds was a new discovery and I plan to adapt my software accordingly. I recently sent a message asking about how you review your positions and short them if needed, but after continuing watching more videos on your channel, I realized you buy and hold “forever”.
Some of the funds dropped significantly between 2020 and 2021 (20% or more), so the only question I have is when to review the portfolio and the percentage of each position? I tend to think the review happens on every spreadsheet version update, so I’ll wait for version 4 and see how it looks like.
Thank you once again and enjoy your freedom 🙂
Julian
adriano.starinieri (store manager) –
Julian,
Passive Income Investing is a BUY and HOLD Strategy where you make your Returns with the INCOME, not Capital Appreciation. You are thinking like a trader or active investor. This strategy is the complete opposite, there is no selling or re-balancing needed. If you want more personalized help, feel free to book a 1on1 consultation with me anytime 🙂
kevin (verified owner) –
It is a fantastic tool for the passive investor. The one thing I think would be nice is if you were to put up your current TFSA, RRSP and PERSONAL portfolios for us to look at and see where we may want to change some of our own. Your channel has completely changed how I invest and now it’s nice to not be staring at the market everyday and wondering when to sell and hold.
Konstantinos Kouremenos (verified owner) –
Kevin Fasola (verified owner) –
Andrew W. (verified owner) –
Very easy to use and well worth the price. I highly recommend this product!!!
Ron McKay (verified owner) –
Highly recommended! I found this very helpful, and as a newbie investor I need all the help I can get. Laid out in a way that is easy to understand. Great value and saves a ton of work!! Thanks so much.
Jeffrey Abramovitch (verified owner) –
Tom Flood (verified owner) –
would like it if, for the 4 portfolios, there was a recommendation for which type of accounts to use each under, ie rrsp, tfsa, non-reg
adriano.starinieri (store manager) –
Hi Tom, They are good for all accounts equally. There are no circumstances in which some would be better in one account vs. the other, this is a matter of personal choice and personal investment goals
Kwan Seng Low (verified owner) –
Excellent packages and contents, easy to find the portfolio that fits me.
Some suggestions 1) seems like you can’t change password, I click change password it ask for my current password, I’ve no idea what my current password is. 2) Possible to included how to time the entry on how to enter the trade? Buy slow? All at once? Buy at dip/pullback?
adriano.starinieri (store manager) –
Hi Kwan, If you are referring to the login/password for my website, you can simply click on”FORGOT PASSWORD” right there on the login Prompt. For your second question, that is really a personal decision based on personal preference and circumstances
Sam (verified owner) –
Yes, I find your videos and the investing pkg sheets very helpful. Thanks, Sam
Vijey (verified owner) –
Will this work in year 2022 if the interest rates increase?
adriano.starinieri (store manager) –
This is companion tool to build your own portfolio as shown in the video on the product page. Not sure what you mean by “Will this work”
yogesh joshi (verified owner) –
excellant reserch by adrian
Anonymous (verified owner) –
Non-stress way to compound your money!
Bhushan N. (verified owner) –
Love it!!! Thank you very much for boiling this down for us and also for being very transparent & unbiased. DIY package makes it easy and less time consuming. You are doing great job by doing this and I am sure it’s helping lots of individuals and families. Very informative and easy to understand. I highly recommend to everyone to buy DIY package for anyone & everyone interested in building a dividend portfolio.Thank you very much again Adriano & Erica.
adriano.starinieri (store manager) –
Thanks Buddy! Take care & Stay Passive 🙂
Gary Woodbeck (verified owner) –
It is early yet as far as results but you have some of the same as I have.I am starting to take some of your exciting picks and raise some more capital.My son got me on to you,Thx.I have been investing on his behalf for years and now he is helping me!!!
Mikael P. (verified owner) –
Adriano we find your diy investing package very useful and Simple to use. This is a must if you want to save time on research as all the work has been done for you. Thanks again awesome job.
Ken Roxas (verified owner) –
Ian Christopher Suguitan (verified owner) –
Yes i recommend adriano’s ultimate DIY investing package, it helps me a lot
Anonymous (verified owner) –
Anonymous (verified owner) –
Camille Charron (verified owner) –
Love all the details and the links. It would be nice to see the dividend although i realize they eventually will be out of date.
Fernando M. (verified owner) –
Great start on finding relevant information as one seeks to learn more about passive income investing (and other styles too). Nice to read commentary on selected funds and look at sample portfolios.
adriano.starinieri (store manager) –
Thanks! Appreciate you taking the time to actually read the descriptions 🙂
Emilio Jr N. (verified owner) –
Yashar (verified owner) –
Ebert M. (verified owner) –
This package is excellent for getting with my passive investing portfolios together. I was market timing but now passive portfolio investing is the way to go and this great package makes it so easy to get started toward collecting great dividends monthly.
Marylou Walsh (verified owner) –
I am glad I bought this. I have already aligned some of my portfolio to passive investment but this also gives me other options.
Todd Sutherland (verified owner) –
Lori (verified owner) –
NOEL CASTRO (verified owner) –
The package is worth every penny. Well researched and the YouTube posts by Adrian are crucial to someone like me who is rookie in DIY investing. I will be pro one day because of the efforts that Adrian put together. Thank you Adrian and Erica. You guys are genius!
adriano.starinieri (store manager) –
Thanks for the feedback Noel! Much appreciated!
Stay Passive,
Darryl Rice (verified owner) –
It’s really good!
Maria H. (verified owner) –
Very affordable, tons of value. I highly recommend Ultimate DIY Investing Package. Purchased it right away when a family member recommended it to me.
Richard K. (verified owner) –
Pretty good stuff and very helpfull
GERALD BECHARD (verified owner) –
Yes it’s been very helpful I’ve added some of etf that are in your portfolio waiting to sell some stocks and will be buying more etf Thank you
Anonymous (verified owner) –
Masoud H. (verified owner) –
Very detailed and complete package for self investment. Great job Adriano
Anonymous (verified owner) –
This package is definitely a must have for DIY investors. Wether you’re into growth, value or passive income, this package simplifies your DD and portfolio building. I’m very glad to have found this tool and community. Well worth the small fee! Hopefully we’ll keep seing updates for a long time. Merci beaucoup!
Brian Jordan (verified owner) –
Alexei Andrianov (verified owner) –
Hi Adrian, really cool package that have a lot of ways to invest in dividend stoks , EFT , etc. If you will allow me to suggest you something, it’s will be nice to have in next versions a Risk collumn, to see how risky can be investment. Also, will be nice to have a DRIP counter for once that will choose to autopilot their accounts. Thanks.
James Stumpf (verified owner) –
Great team and positivity within the whole group.
Anonymous (verified owner) –
Bob F. (verified owner) –
I would encourage anyone to watch the videos, listen and learn from Adrian and certainly do you own reviews of the funds discussed. We did, and we liquidated many positions in mutual funds and pretty much did exactly what Adrian has done resulting in a $70K income from a $700K investment in the Passive income investment method not including any captial gains that we are already enjoying. Monthly distributions offset the fluctuations of the markets and stabilize your returns which we now receive as monthly cash allowing us to use as income or to reinvest for more income. Bottom line, I feel like im being paid handsomely to hold the same stocks we did before, amazing.
adriano.starinieri (store manager) –
Glad it’s working out for you! Enjoy the Passive Income my friend 🙂
Ralph Colebank (verified owner) –
Would be great to see backtest results for each portfolio. A program such as Vectorvest can run backtests to see how a portfolio would have done over the last 1, 3, 5, 10 years. This would be import to see, vs the Market returns over the same periods.
Anonymous (verified owner) –
Alexis C. (verified owner) –
Ahmad (verified owner) –
The Ultimate DIY Investing Package is well worth the money. Each of us are unique in our current life circumstances, investing experience and risk tolerance. This is where the different portfolio examples come in really handy. They have allowed me to start building a cash-flow focused dividend portfolio with more certainty and peace of mind.
Svitlana (verified owner) –
This spreadsheet saves a lots of time on research and provides quite a library of varied options to explore! well worth the money. Looking forward for the update!
Richard S. (verified owner) –
I have been playing the stock market for about a year before I was introduced to PII. It has changed my mindset. Learning is knowledge.
adriano.starinieri (store manager) –
Great to hear, I’m sure you are much more relaxed now 🙂
John Ferry (verified owner) –
I have transferred my investments from Edward Jones to PII, have been reading about PII, read FB articles and will begin investing in the coming weeks. After spending money on subscriptions and investing in the market the for the past 30 months, I have come to the conclusion that PII might be the best way to invest going forward.
adriano.starinieri (store manager) –
i agree of course. Thanks for the feedback John!
Carlos S. (verified owner) –
Patrick Bélanger (verified owner) –
This Ultimate Diy Investing Package contains hours of research condensed into an excellent Excel file helping you with which position to add to your investment portfolio and mitigate risks. It saves you hours of research. This package is a no-brainer! Thank you, Adrian, for compiling years of research into this file.
adriano.starinieri (store manager) –
Merci Patrick!
Dauphin (verified owner) –
Excellent reference product ! In the future , perhaps including a customizable dividend tracker portfolio spreadsheet in the package would make this a truly brilliant product . Perhaps to be considered for Version 4 ? Very happy client :))
adriano.starinieri (store manager) –
It will be there in v4!
Joe a. (verified owner) –
I have been following for a while. Decided to buy the package. I found it has paid for itself in the first day I put the plan in action. Thank you for sharing your portfolio. Better then any advisor I ever paid for!
One thing I would to see added even at an additional cost if need be, would be able to ask questions via email or have a spread sheet included in the package where we could plug our holdings into.
Dale L. (verified owner) –
My go to place for starting research on my next Passive Income Investing
Usman (verified owner) –
I was expecting it to have a tab with Adriana’s portfolio with live updates. However it does provide good information generally.
adriano.starinieri (store manager) –
My Portfolio is already free to download in the Free Tools Section of my Website 🙂
Jonathan (verified owner) –
Best purchase I have done probably within the last 5 years
Peter Campitelli (verified owner) –
David M. (verified owner) –
Excellent source of research, well commented along with recommendations. It would be nice to include a sample distribution yield for each listed security, however easy enough to get elsewhere. Overall, money very well spent and saved me countless additional research hours!
Anonymous (verified owner) –
Hubert Lee (verified owner) –
EIT.UN, SVOL, CEFD, ORC informations are missing
adriano.starinieri (store manager) –
EIT.UN is definitely there… SVOL is not because it was not created when this version came out. I also did not discover CEFD until recently.Rest assured they will be in the next version out soon!
Natarajan Ramachandran (verified owner) –
John V. (verified owner) –
A huge time-saver, and a steal at $59. Highly recommend!
albert smolinski (verified owner) –
chad rice (verified owner) –
Hi Guys,
I have mixed feelings on the Ultimate DIY package.
First off, let me say that personally, I really didn’t mind paying $60 for the product. I feel that your youtube videos and companion website / Facebook group provides so much free content, the $60 fee seems insignificant. In other words, the $60 is more than a fair cost for everything I learned.
A SINGLE score rating is difficult for me: there are aspects which are great such as the ETF/Closed-End Fund/Split Share listings which would warrant a 4-5.
Where is the HYLD or HDIV/F? I assume these funds weren’t available when this version was done. This is my biggest quibble and I’m wondering if not being up-to-date would warrant a low score. A year between versions might be a stretch. I don’t know what effort goes into creating or maintaining this package, but perhaps updating more often – maybe version 3.1, 3,2 etc?
For me, I used the package along with your recent portfolio reveal downloads. These two items helped me build my new PII portfolio (thank you!).
I would recommend it to others looking to build a portfolio, but I’d recommend it as a PART of a larger system: the videos, the website, the Facebook group.
adriano.starinieri (store manager) –
Hi Chad, Yes some of the newer Funds are not in this version but will of course be added to version 4, which will come out shortly. There was a delay for the new Version due to our BUSY Panama move. My plan is to update it annually at the very latest going forward
Anonymous (verified owner) –
Michelle Bailey (verified owner) –
Great information to help moving my portfolio from growth to PII
Rajiv (verified owner) –
Shimu (verified owner) –
I have been following Adrian’s and Erica’s channel for almost a year now. I recently bought the Investing package and I am happy with the product. It is clear for the different types of investment styles and what yield to look for in each style. It is clearly laid out and it is a no brainer for anyone wanting to invest with minimal intervention. Thank you Adrian and Erica for putting out content in addition to the package to help fellow investors
Donna (verified owner) –
Thank you Adrian and Erica! Sharing so much of your time and knowledge is changing my life. Being a single mom for almost 20yrs, I thought retirement was out of reach for me. Your DIY package gave me so much confidence while my results keep me focused. Thank you, thank you ❤️
adriano.starinieri (store manager) –
Thanks for sharing! glad it was useful to you.
Stay Passive!
Mike (verified owner) –
Anonymous (verified owner) –
Excellent info
Pierre Bourbonnais (verified owner) –
Nice excel … I like the different tabs, it gives you a good idea of the different options and as a bonus … you get all the future updates
Anonymous (verified owner) –
The package is useful when combined with Adrian videos. Also educate yourself in relation to investment and trading to benefit the most
Marko Koerbler (verified owner) –
I know how much effort you guys put into this. It is really worth it!
Jonathan Chen (verified owner) –
Aaron Brawn (verified owner) –
Great information, however it requires a bit of investing knowledge ( basics of what a ETF is; how it differs from a mutual fund; basics of moving from a managed portfolio to a self managed; how much money is required to get started; how safe are these investments vs the actively managed mutual funds most people have; etc ). I’ve found it useful sitting down with the person and walking thru these questions. As a newer self managed investor, bridging this gap has been the biggest hurdle.
adriano.starinieri (store manager) –
hi Aaron, thanks for your feedback. But this is not a Course, its a simply reference tool or companion tool to help you build a portfolio. Its not a course on the very basics of investing. Maybe we will work on a course one day… who knows 🙂
Anatolie (verified owner) –
Saved me a lot of research time. A very good package of information. Thanks Adrian!!!!
David Hamilton (verified owner) –
Very detailed information put into an easy to use format. Like the multiple strategy options as well has the ability to review both Canadian and US strategies.
Anonymous (verified owner) –
A little trivial but when adding symbols the entire name should automatically download. I really enjoy this strategy. Thanks.
Brian Olivier (verified owner) –
helpful tool for information
Brian H. (verified owner) –
An excellent package that provides a ‘road map’ for passive income investors everywhere. Well done and thank you!
Anonymous (verified owner) –
Vic Miklausic (verified owner) –
This takes time to understand and learn. For myself and Adrian, I think it is a wonderful tool that gives the information for those “junkies” like ourselves who live and breath macro economics and passive income trading. The sample portfolios are good and easy to understand for those “non Junkies”. The videos are a great supplement but there is a feeling that somehow it could be made into 2 products. The current one for those who understand and one cheaper product for those who are so called amateurs who just want to know what stocks are good and what the pool they should choose to make their own portfolio. I do not know how this can be done but a 2 tiered product(s) maybe be better. The current format for those who understand and one for beginners. But that would be tricky as liability then becomes an issue. But great work and keep it up. Enjoy life in Panama and Thank you for sharing your knowledge with everyone! God Bless.
Nicolas Guillot (verified owner) –
Anonymous (verified owner) –
As a beginner, it was helpful to have all this info to help organize and think through how I want to achieve my own goals and objectives.
adriano.starinieri (store manager) –
thanks for the great feedback! everyone needs to figure out the exact strategy they like for themselves 🙂
Ronald St-Louis (verified owner) –
Very satisfied
Deanna (verified owner) –
Moving out of real estate into dividend income.
Christopher Broome (verified owner) –
Very helpful and time saving
Michael L. (verified owner) –
Worth the money. Like the way it’s laid out and great info. I had to fix couple cells in blank sheet but I been making spread sheets in Excel for years. I liked so much I merged into my Custom Sheets. Now it’s so powerful with mine and yours. Keep up great work and I now use few of your tools with hyperlinks to going to website to dividenthistory.org and Simply Wall Street on each stock when doing my research. tks Mike
Sean (verified owner) –
Ben Silva (verified owner) –
Excellent product; little adjustment needed SVOL: put Y to US listed fund. Thank you.
Edward Mulrooney (verified owner) –
I’m enjoying the videos and spreadsheets. Thank-you
Anonymous (verified owner) –
Daniel Duff (verified owner) –
Very valuable information. This investing toolkit gives me the resources I need to conduct more research into the right split funds and ETF’s that work for me as a Canadian investor. It’s like a blueprint to the most profitable way to grow my TFSA and get monthly dividends, which I see essentially as a monthly salary from the stock market (which I love!). The information I think is worth thousands. It gives me more confidence to make investing decisions. Great value.
Thanks Adrian, and Erica!
Regards,
Daniel
adriano.starinieri (store manager) –
Glad you found it useful!
Rahul Venugopal (verified owner) –
Worth every penny and it will save you tons of time in researching various ETFs, and also templates will help you kickstart your personal journey in investing not just with passive income but also with growth and dividend income goals.
John T. (verified owner) –
Kevin J. Mitchell (verified owner) –
Anonymous (verified owner) –
I highly recommend this EXCELLENT package ! ! !
Retired 10 years ago, rode stocks up til a year ago, found PII just in time, creating much more income than I ever made (in high tech 🙂
Greg P. (verified owner) –
A fantastic financial tool.
Perry Johnson (verified owner) –
Very well thought out, researched, and organized. This product was instrumental in helping me focus in on my own portfolio. Invaluable!
DANIEL (verified owner) –
I am an America investor so anything American would be great. I am using the sample portfolio and like it.
Fiona (verified owner) –
Absolutely – I will be revisiting your portfolios often working towards the best mix that works for us. I’ve struggled with a template – trying to put everything in one place – that alone was worth it! Thanks!!!
michael karamagi (verified owner) –
Bill Younie (verified owner) –
Steven L. (verified owner) –
Laurent Tardif (verified owner) –
Awesome tool to understand passive style investment.
Gordon Sparks (verified owner) –
Very helpful – but a lot of info to digest!
Gail Sloan (verified owner) –
Thomas Hesler (verified owner) –
Tim (verified owner) –
It is great value and full of good ideas which can be mixed or combined with the investor’s own items to fine tune their strategy and risk level. Love the channel too!
Shawn (verified owner) –
I would recommend this to anyone who just wants to generate additional income each month. The sample portfolio is extremely easy to use and understand. I would recommend watching the passive income investing video to understand what the NAV is and how it should be used to determine rate of return and the entry point of any of the ETF.
Daryl Beck (verified owner) –
haven’t quite figured out how to use all your tools yet
Anonymous (verified owner) –
Mohamad El Chayah (verified owner) –
Fantastic package! simple and responsive! one stop shop for everyday people and all types of investors. A must have tool to select, visualize and track your investment portfolio… love it!
Neil O’Dowd (verified owner) –
Well organized and presented. A great time saver when doing research plus it comes at a very reasonable cost.
randolph baldazan (verified owner) –
Janet (verified owner) –
Alexandre Langlois (verified owner) –
It’s perfect for someone who is a beginner and want some guidance with investing.
Cheryl Morgan (verified owner) –
I find this package very helpful. It gives me guidance on what to invest in, lots of options for passive income investing. This is how I want to invest. I really enjoy your videos, I have learned alot from you. Thank you so much:)
adriano.starinieri (store manager) –
no, thank you! 🙂
Dale B. (verified owner) –
really helped give me some real direction
adriano.starinieri (store manager) –
glad to hear it!
Amy K. (verified owner) –
When you’re learning something new such – as investing and how to manage your finances – access to tools like this expedite your education. Thank you for pulling together such a great resource to learn from and develop my own investing strategy quicker and with more confidence.
adriano.starinieri (store manager) –
thanks for the feedback Amy
Catherine Desilets (verified owner) –
This is a very comprehensive package with so much information it’ll take a few weeks to fully go through it all! Having all the homework done for us with the links to the different types of funds depending on your individual investment goals this is a very very helpful tool.
Highly recommend!!!!
Peter C. (verified owner) –
With so many funds to choose from, I found reading the DIY Investing Package a real time saver.
Sergio Galati (verified owner) –
Very happy with the package. It is concise and easy to navigate to find the various funds. I added my own tabs to see my real rates of returns inclusive of the end of day stock price and dividends.
David (verified owner) –
So far so good. Still learning. But enjoying the drive
Kristopher DErasmo (verified owner) –
This is great! Adrian put lots of work into this product. It will definitely save you time and energy not having to do this research yourself.
Gerson C. (verified owner) –
swapnajit samanta (verified owner) –
Victor E. (verified owner) –
It great dividend 🥰🥰🥰
Hasan Sherwani (verified owner) –
I had high hopes of this document but it does not help at all. I cannot understand most of the stuff and how to navigate through. I have checked a few ETFs and they are not doing well at all and the financials are not good/some holdings are too much in one sector like Financials. Disappointed by the product. I would greatly appreciate if I can get a refund as I cannot earn any money out of this.
adriano.starinieri (store manager) –
Hasan, it is quite obvious you didn’t understand what this product was designed for and had expectations which don’t make sense. It was clearly showcased in the video what this product is all about. It’s designed to help you build a portfolio and reduce research time, not chose the funds for you, or tell you what to invest in… only you can make that choice.
Jason (verified owner) –
Information is helpful. Gives more options and perspective when it comes to choices as to ultimately choosing a retirement direction
Michael B. (verified owner) –
Thank you very much for the hard work you guys are doing!!
DALE S. (verified owner) –
Great information!!! Most important information is your comments ie. one of my favourites, and just as important are the comments, ie. It only missed 2 of 200 dividends. Separation of Covered Calls, Split Funds, and Closed End funds allows you to focus on the type of fund you want and saves time. Saves so much time. I am able to trust your comments as it reflects the depth of research and understanding shown in your many Youtube videos. The various sample portfolios presented ie. income, aggressive, growth, etc. show how the portfolios are built and how they achieve the various target yields shown ie., 6%, 8%, 10%. This package saves time, Time, and more TIME. Well worth the investment. Thank you Adriano !!!
adriano.starinieri (store manager) –
glad you like the product! thanks for the feedback. V5 will be better than ever!
Justin (verified owner) –
Excellent product and good way to generate more income, highly recommend
Tyson (verified owner) –
Product is great and I will be tailoring it to my needs. Thanks for this product!
Michael Barry (verified owner) –
jonathan maheux (verified owner) –
Glen K. (verified owner) –
I have been investing in dividend paying stocks and split corps for the last 8 years and what V4 does is give me a lot of new ideas.
omair.aasim –
I had the privilege of meeting with Adrian for a one-on-one session on passive income investing last year, which marked the beginning of my investment journey. To begin with, his YouTube channel has been an invaluable resource for beginners like myself. Adrian meticulously explains the intricacies of passive income investing in his videos, leaving no stone unturned. Moreover, he discusses various ETFs and provides his unbiased insights, which I truly appreciate.
What sets Adrian apart is his commitment to not imposing his views on others. Instead, he empowers individuals to make informed decisions based on their unique circumstances, such as age, income, and lifestyle. Whether you opt for passive income investing, growth investing, or a combination of both, Adrian encourages you to tailor your approach to suit your needs.
During our one-on-one session, Adrian instilled in me the confidence and motivation I needed to take my first steps into the world of investing. Prior to this, I had never engaged in any form of savings. This marked a significant milestone in my financial journey, and I’m incredibly grateful that I took that leap of faith. As I reflect on the past year since I embarked on this journey, I am genuinely delighted with the results I’ve achieved.
I remain an active member of Adrian’s Facebook group, and I eagerly follow his YouTube channel to continually expand my knowledge in the field of investing. Adrian’s guidance has been instrumental in shaping my financial future, and I can’t thank him enough for his support and mentorship.
adriano.starinieri (store manager) –
Thanks for sharing Omair! Take care my friend
VG (verified owner) –
After watching Adrian’s Q&A w/ Brandon last year, my passive income investing journey began. Adrians youtube channel is the first place where I check for any new products, fund manager discussions, etc.
It is great to have someone who is passionate about income investing and share with others. Adrian you are doing amazing work for people who are serious about investing. Your work makes investing much easier. Your DIY Package is something that everyone should have unless they are willing to spend many months to create. It is a great tool. and I am glad it is not in pdf format. Thanks Adrian!
adriano.starinieri (store manager) –
Happy to hear PII is working out for you. Thanks for the positive feedback!
Auggie Gatt (verified owner) –
Really well thought out information package
Darryl Cusson (verified owner) –
Great product. A ton of useful info and practical tool. Well worth it!
enrico a. (verified owner) –
Exellent ! Very very good !!
JF (verified owner) –
Great package & value for the price, fast response to questions.
Vitold (verified owner) –
It is a very helpful DIY Package.
Mike (verified owner) –
Very useful to find everything in one place. I mainly wanted to find a starting point for a diversified portfolio using income ETFs. It’s tricky because some of the attractive ones on my list may own a portion of another one.
Sam H. (verified owner) –
It is a worthy resource that I have recommend to my family and friends. Just the ETF, Closed-end and Split Shares excel sheet with all the hyperlinks and info is well worth the investment for this package.
Oleg I. (verified owner) –
These spreadsheets provide valuable information for both beginners and experienced investors.
The US and CAN model Portfolios are excellent starting points for novices ( I took liberty in performance tasting those models, and found that claimed growth and distribution yields are accurate).
Additionally, the document contains comprehensive collection of the US & CAN ETFs along with the great deal of their details. This portion of the document is very instrumental for advanced investors.
Ryan Pike (verified owner) –
As a absolute beginner it’s been a big learning curve but this package has really helped (Thank you!). It would be five stars except for two things. First, the list of terminology is not in alphabetical order and it absolutely makes me crazy. Also, there are a few spelling mistakes sprinkled through the spreadsheets – I know that seems like a very small thing but I want to know the person I’m trusting to teach me about investment is crossing their t’s and dotting their i’s. If you’re misspelling words, are other details being overlooked too? Overall though, great product.
william young (verified owner) –
It is very easy to follow and straight forward. I would suggest not combining Canada and US, but have its own tap. Its something small that will avoid any distraction.
Thomas Hoffman (verified owner) –
Simple and versatile depending on your own investment needs and strategy. I like that its updated regularly, and there are different levels or mixes of investing. I’m newly retired so this is an exciting and a hopeful way to enjoy more income in retirement, l so like the template. Looking forward to my one on one with you, I think it will give me more confidence in my understanding of this strategy as a whole.
Thanks so much,
Tom
Robert Chretien (verified owner) –
Greg Skrzypczak (verified owner) –
very detailed, Helps to understand some of the concept basic investing I love it
Greg Waldo (verified owner) –
So many choices, so many questions…I’m very happy to use the Maximum Income (simplified) Portfolio recommendation! Other strategies are described too, so later I can consider other investments.
Andres Restrepo Cardona (verified owner) –
I really appreciate this document. I began to invest with you 1 month ago and I’m looking results. I did options trading directly using covered calls, cash secure puts, iron condors but I was not as profitable and lost a lot of money buying shares outright. Thanks a lot for this great information.
John Wilson (verified owner) –
Adrian, you are doing a great job. I really like your style, content and interviews. Solid, buddy! I live in Canmore, AB and I’m looking to Costa Rica or Panama. I’d love to hear more. Note: I lived 6 years in Lima, Peru at one time. I’m 52. Cheers, John
Anonymous (verified owner) –
I am very new to Passive Income, so I haven’t really exercised the concept yet.
Just trying to understand the scenarios.
Things are explained very well and do make sense.
adriano.starinieri (store manager) –
so why the 3* Review?
Diane (verified owner) –
Didier (verified owner) –
Very satisfied with the Ultimate DIY Investing Package v5! Easy to use, comprehensive, and perfect for optimizing my investments. The lifetime updates are a real bonus. Great value for money, highly recommend!