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:
220+ 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
10 Canadian Sample Portfolios tailored to different Investing Objectives
10 U.S. Sample Portfolios tailored to different Investing Objectives
Blank Portfolio Tracker Template
List of some Popular Canadian and U.S. Online Brokers
New & Improved in Version 4:
Updated and Improved Sample Portfolios
New “Alternative Options” Column for more choices in Sample Portfolios
6 Additional “Streamlined” Sample Portfolios
Split Share Fund Rating System
Additional ETFs & Closed-end Funds added
20 Sample Portfolios:
10 Canadian Portfolios & 10 U.S. Sample Portfolios
1. 1a &1b: Income (8%+ Yield) – Full & Streamlined Version
2. 2a &2b: Low Risk Income (6%+ Yield) – Full & Streamlined Version
3. Aggressive Income (10%+ Yield)
4. Growth (Passive Index Investing)
5. Aggressive Growth (Passive Index Investing + Emerging Sectors)
6. Dividend Growth (Dividend Focused)
7. 7a &7b: Mixed Strategies – Full & Streamlined Version
Breakdown of 7 Excel Spreadsheets Tabs:
Tab 1 – 220+ ETFs Designed for Growth, Income or a bit of both (Balanced)
Tab 2 – 90 High-Yield Income Funds (Closed-End Funds)
Tab 3 – 20+ High Yield Split Share Funds listed on the Canadian Stock Market
Tab 4 – 10 Sample Portfolios for Canadian Investors (Canadian Stock Market)
Tab 5 – 10 Sample Portfolios for the U.S. Stock Market
Tab 6 – Blank Portfolio Template
Tab 7 – List of Online Brokers
*Sales are Final – There are No Refunds on this Digital Product*
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.