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!
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*