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% |
Luke (verified owner) –
Very useful package, really good information on some really brilliant passive investment stock picks! The only suggestion I would make, is the data is a bit old, which makes it difficult to determine if a fund is still/currently a good choice at it’s current pricing/NAV, etc. I’ve modified the spreadsheet to automatically do this for me, but would be a nice addition for future releases!
JULIAN DAVI AZOLIN –
Thanks for sharing your knowledge and work in this easy-to-follow spreadsheet; I can barely imagine how much effort and sacrifices you have made to achieve your financial freedom. The spreadsheet cut research time greatly, it’s easy to understand and the samples help a lot to build portfolios.
Last year I started reading some books about investing from authors like Van Tharp and I was able to develop a personal SaaS able to tell me different entry and exit signals from single stocks. Learning about these funds was a new discovery and I plan to adapt my software accordingly. I recently sent a message asking about how you review your positions and short them if needed, but after continuing watching more videos on your channel, I realized you buy and hold “forever”.
Some of the funds dropped significantly between 2020 and 2021 (20% or more), so the only question I have is when to review the portfolio and the percentage of each position? I tend to think the review happens on every spreadsheet version update, so I’ll wait for version 4 and see how it looks like.
Thank you once again and enjoy your freedom 🙂
Julian
Konstantinos Kouremenos (verified owner) –
Kevin Fasola (verified owner) –
Andrew W. (verified owner) –
Very easy to use and well worth the price. I highly recommend this product!!!
Ron McKay (verified owner) –
Highly recommended! I found this very helpful, and as a newbie investor I need all the help I can get. Laid out in a way that is easy to understand. Great value and saves a ton of work!! Thanks so much.
Jeffrey Abramovitch (verified owner) –
Kwan Seng Low (verified owner) –
Excellent packages and contents, easy to find the portfolio that fits me.
Some suggestions 1) seems like you can’t change password, I click change password it ask for my current password, I’ve no idea what my current password is. 2) Possible to included how to time the entry on how to enter the trade? Buy slow? All at once? Buy at dip/pullback?
Sam (verified owner) –
Yes, I find your videos and the investing pkg sheets very helpful. Thanks, Sam
Vijey (verified owner) –
Will this work in year 2022 if the interest rates increase?