Ultimate DIY Investing Package v5 (Free Lifetime Updates)


(391 customer reviews)

*If purchased online, the link to download the Ultimate DIY Investing Package will be in My Account->Downloads. You can re-download it anytime.



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*

391 reviews for Ultimate DIY Investing Package v5 (Free Lifetime Updates)

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Based on 390 reviews
  1. C. L. (verified owner)

    wow thank you so much for sharing this. I highly recommend people with similar investment should follow god bless

    (3) (0)
  2. Alyssa Cardoso (verified owner)

    Thank you so much! This will be so useful!!

    (1) (0)
  3. 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.

    (5) (0)
    • 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!

  4. 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

    (6) (0)
    • investinpassiveincome (store manager)

      Thank you, Sam! appreciate you watching and sharing the information. Our mission is to reach every Canadian!

  5. 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!

    (5) (0)
  6. 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.

    (3) (0)
  7. ziad wafa

    Thank you Adrian this is very useful as usual. It must be very hard putting all of this together. Great job!

    (3) (0)
    • investinpassiveincome (store manager)

      Thanks man, it was good to meet you! Keep in touch about your investing journey

  8. 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!

    (3) (0)
    • 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.

  9. 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 !

    (3) (0)
  10. investinpassiveincome (store manager)

    thank you! DIY investing for the win!

    (0) (0)
  11. 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.

    (8) (0)
    • 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!

  12. jagdeep.singh

    great product adrian as always man keep up the good work and thank you

    (1) (0)
  13. 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!

    (0) (0)
    • 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!

  14. Nick Giesinger (verified owner)

    Great tool. It is now my go to spreadsheet. Great job!!!!

    (1) (0)
  15. 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

    (0) (0)
  16. David N. (verified owner)

    Great tool that I use frequently

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  17. Anonymous (verified owner)

    Thank you for sharing this with all of us!

    (0) (0)
  18. Christopher Chung (verified owner)

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  19. 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.

    (1) (0)
  20. Alyssa (verified owner)

    Love this package. So useful and informative. Highly recommend!

    (1) (0)
  21. 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.

    (1) (0)
  22. Karim E. (verified owner)

    Good product

    (0) (0)
  23. Anonymous (store manager)

    Great info! My TFSA is now full to the max, thanks for the recommendations!

    (2) (0)
  24. 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!

    (3) (0)
  25. Stéphane H. (verified owner)

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  26. Edward Luiz (verified owner)

    Well done Adrain and well worth the money. Wish you could have a periodic update.

    (0) (0)
    • investinpassiveincome (store manager)

      Thanks, Edward. Yes will issue updates.

  27. 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%.

    (4) (1)
  28. Regan (verified owner)

    Great package of information!!!

    (1) (0)
  29. Piyush Gaglani (verified owner)

    too many options – please limit to top 5-6 in each

    (2) (7)
    • 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.

  30. 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!

    (2) (0)
    • 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!

  31. Daniel B. (verified owner)

    Lot of information founded , easier for me then search it myself , Thanks

    (1) (0)
  32. 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!

    (1) (0)
  33. 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.

    (1) (0)
  34. 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!!

    (1) (0)
  35. 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!!

    (1) (0)
  36. Andrew T. (verified owner)

    Fantastic work! I look forward to the updated Excel package!

    (0) (0)
  37. Anonymous (verified owner)

    To date the info is excellent. Regular updates are important even with a reasonable fee attached

    (1) (0)
    • 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

  38. Wayne L. (verified owner)

    Great information very useful.

    (0) (0)
  39. Epi (verified owner)

    Useful! I made the money back in 2 dividend payments! Thanks for putting this together.

    (0) (0)
  40. 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!

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  41. Tristan Tse-ngo (verified owner)

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  42. Donald (verified owner)

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  43. Omer Shabbir (verified owner)

    Extensive list of ETFs that helps you to generate passive income. Highly recommended!!!

    (0) (0)
  44. Anonymous (verified owner)

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  45. 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.

    (0) (0)
  46. Oliver Widmer (verified owner)

    I am absolutely happy. Thanks for all the great research! Best regards from Switzerland 😉

    (2) (0)
  47. Niomi G. (verified owner)

    Worth it! Got my money back on the first dividend payment from the recommendation in this package.

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  48. Terry D. (verified owner)

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  49. nick.k (verified owner)

    Very useful! Great content!

    (1) (0)
  50. jabir Rustom (verified owner)

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  51. truman (verified owner)

    All this time I thought Canadian stock market was boring until you guys opened my eyes

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  52. Mahmoud S. (verified owner)

    Thank you so much! It is worth it and I will recomend it to others, for sure.

    (0) (0)
  53. Marcin J. (verified owner)

    Well worth the money. Saves you lots of research. Easy to navigate. Great tool overall!

    (0) (0)
  54. Boudica James (verified owner)

    Pure gold!

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  55. 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.

    (0) (0)
  56. Ken (verified owner)

    As an investor in Canada this is the ideal tool for income investors. Great job!

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  57. Allan (verified owner)

    very reasonable price for the work you have put into, good information to get people started into this type of investing.

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  58. lizza l. (verified owner)

    help me started with stress free inveting.

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  59. 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.

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  60. John (verified owner)

    I should have had this info years ago !!!

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  61. Peter T. (verified owner)


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  62. 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!

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  63. PING (verified owner)

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  64. 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 .

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  65. David M. (verified owner)

    Excellent, I wish I had this info 10 years ago.

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  66. TJ Gonen (verified owner)

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  67. 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.

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  68. Anonymous (verified owner)

    would you exchange years of your labour for $25? Yes

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  69. 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.

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  70. 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.

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  71. 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!

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  72. 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.

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  73. 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.

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  74. Milton B. (verified owner)

    Just what I was looking for as an investor

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  75. Kelly Walker (verified owner)

    Great compliment to the information shared on you-tube. Thank you Adrian and Erica!!!

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  76. tony.csaba (verified owner)

    Thanks Adrian. Saved me a tonne of time for the $25 in generating a spreadsheet. Good value for the price.

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  77. Robert Howlett (verified owner)

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  78. 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.

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  79. jagdeep

    great videos very helpful content

    (1) (0)
  80. anthony.p (verified owner)

    Thank you for this well laid out design and full of useful information

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  81. Randy Lee (verified owner)

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  82. 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 !!

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  83. 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

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  84. Al M. (verified owner)

    Very well explained and very good value. Well worth the investment.

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  85. Peter Branecky (verified owner)

    Rise to 99$ and include 1 free 1:1

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  86. Brian S. (verified owner)

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  87. 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

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  88. Anonymous (verified owner)

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  89. Roy G. (verified owner)

    great resource

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  90. Tito Gallardo (verified owner)

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  91. 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.

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  92. Alan Lang (verified owner)

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  93. 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.

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  94. 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

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  95. Rohit Patel (verified owner)

    I wish you would add more USA security options,

    (0) (0)
    • investinpassiveincome (store manager)

      v2 updated includes: 85+ ETF’s and Funds Listed on the U.S. Market (NYSE & NASDAQ)

  96. Hakka Place (verified owner)

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  97. Cipriano (verified owner)

    Incredible value for the price and great sample portfolios with notes on individual funds.

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  98. Ken M. (verified owner)

    Thank you- exactly what I was looking for!

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  99. Lawrence Freedman (verified owner)

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  100. 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.

    (3) (0)
    • investinpassiveincome (store manager)

      Thank you, Marie. We have no doubt you’ll get comfortable and become a pro at this strategy!

  101. Alexandre Alami (verified owner)