Ultimate DIY Investing Package v3-Free Lifetime Updates

$59.00

(175 customer reviews)

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

 

Description

This package helps DIY Investors who invest in the TSX (Canadian)  or the NYSE/NASDAQ (U.S.A) Stock Markets to build their own portfolio according to their investment objectives.

This package is designed to save DIY investors countless hours of research: The package includes 14 Sample Portfolios tailored to different investing goals.
This package contains our 3+ year research that enabled us to become financially independent in our mid 30’s.
We currently earn $6400+/Month of Passive Income, with an investment of $700,000+ earning a 10.50%+ Annual Dividend Yield (Interest)  link to watch video here:
Thanks to the recent popularity of ETFs & Closed-end Funds available, investing in individual stocks is no longer necessary for the average person, which makes diversification, portfolio balance, and sustainability easier for the average DIY investor.
Ideal for DIY Investors
Ideal investments for TFSA, RRSP & regular Cash accounts in Canada.
Ideal investments for 401K, IRA & regular Cash accounts in the U.S.
What you get:
Product includes:
-175 ETFs listed on the Canadian & U.S. Stock Market
-75 Closed-end Funds listed on the Canadian & U.S. Stock Market
-25 High-Yield Split Share Funds (Canadian market)
-30+ High-Yield Single REITs & Stocks listed on the Canadian market
-14 Sample Portfolios tailored to different Investing Objectives (see below)
New & Improved in Version 3.0:
10 Additional Sample Portfolios (14 total) Details below
Additional ETFs & Closed-end Funds added
American Friendly: New Filter to search U.S. Listed Funds with ease
Improved Filters:
Search ETFs by “Type”: Growth, Income or Balanced
Search ETFs & Closed-end Funds by Fund Manager, Sector, Region, etc.
14 Sample Portfolios Included:
7 Canadian Portfolios & 7 U.S. Sample Portfolios
-Income (8%+ Yield)
-Aggressive Income (10%+ Yield)
-Low-Risk Income (6%+ Yield)
-Growth (Index Investing)
-Aggressive Growth (Index Investing + Speculative, Emerging Sectors)
-Balanced (Mix of Growth & Income: 6-8% Yield)
-Dividend Growth (Dividend Focused: 3-4% Yield)
Breakdown of 7 Excel Spreadsheets Tabs:
Tab 1 – 175+ ETFs Designed for Growth, Income or a bit of both (Balanced)
Tab 2 – 70+ High-Yield Income Funds (Closed-End Funds)
Tab 3 – 25 High Yield Split Share Funds listed on the Canadian Stock Market
Tab 4 – 7 Sample Portfolios for Canadians
Tab 5 – 7 Sample Portfolios for Americans (U.S. Stock Market)
Tab 6 & 7 – 30 High Yield Stocks & REITs on the Canadian Stock Market

175 reviews for Ultimate DIY Investing Package v3-Free Lifetime Updates

4.9
Based on 175 reviews
Showing 23 of 175 reviews (4 star). See all 175 reviews
  1. Stéphane H. (verified owner)

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  2. Piyush Gaglani (verified owner)

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

    0 out of 3 people found this helpful. Was this review helpful to you?
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    • 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.

  3. Anonymous (verified owner)

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

    1 out of 1 people found this helpful. Was this review helpful to you?
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    • 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

  4. Terry D. (verified owner)

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  5. Peter T. (verified owner)

    Usefull

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  6. 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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  7. 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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  8. Randy Lee (verified owner)

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  9. Peter Branecky (verified owner)

    Rise to 99$ and include 1 free 1:1

    0 out of 1 people found this helpful. Was this review helpful to you?
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  10. Rohit Patel (verified owner)

    I wish you would add more USA security options,

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    • investinpassiveincome (store manager)

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

  11. Lawrence Freedman (verified owner)

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  12. Alexandre Alami (verified owner)

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  13. 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!!

    1 out of 1 people found this helpful. Was this review helpful to you?
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  14. 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

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  15. 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.

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  16. Anonymous (verified owner)

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  17. Luc L. (verified owner)

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  18. 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.

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  19. 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.

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  20. James (verified owner)

    Very helpful. I understand this is based on passive investing but hoping for a bit more growth/dividend portfolio
    options.

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  21. Stephen Lupi (verified owner)

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  22. Melanka Zuidervliet (verified owner)

    Very good, but as a European I’m not able to buy all of them unfortunately.

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  23. Anonymous (verified owner)

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