The Ultimate DIY Investing Package v7 (Free Lifetime Updates)
*If purchased online, the link to download the Ultimate DIY Investing Package will be in My Account->Downloads. You can re-download it anytime.
$149.00
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. Sample Portfolios tailored to different investing goals included!
Please watch the video above for a Full Product Showcase
Package includes:
Tab 0 – Knowledge Base
Tab 1 – Sample Portfolios – Canada
Tab 2 – Covered Call ETF Guide – CAD
Tab 3 – Sample Portfolios – U.S.A
Tab 4 – Covered Call ETFs Guide – U.S.A
Tab 5 – 500+ EFTs List CAD & U.S.A
Tab 6 – 90 Closed End Funds
Tab 7 – Split Share Funds
Tab 8a – Blank Portfolio #1
Tab 8b – Blank Portfolio #2
Tab 9 – Brokers List: CAD & U.S.A
Tab 10 – BONUS Top Performing U.S. Listed ETFs (YTD 2025)
Tab 11 – BONUS Top Performing Canadian Listed ETFs (YTD 2025)
*Sales are Final – There are No Refunds on this Digital Product*
Reviews
| 5 star | 83% | |
| 4 star | 15% | |
| 3 star | 1% | |
| 2 star | 0% | |
| 1 star | 0% |
Lawrence Freedman (verified owner) –
Alexandre Alami (verified owner) –
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!!
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
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.
Anonymous (verified owner) –
Luc L. (verified owner) –
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.
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.
James (verified owner) –
Very helpful. I understand this is based on passive investing but hoping for a bit more growth/dividend portfolio
options.