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*
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.