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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.
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:
-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
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
*Sales are Final – There are No Refunds on this Digital Product*