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% |
Michel Bertrand (verified owner) –
thank you for the package, it helped me a lot in my decision to buy a stock.
Anonymous (verified owner) –
Excellent reference for researching various stocks, etc
Satinder (verified owner) –
Thank you Adrian & Erica for hard work done for your YouTube channel as well as DIY Investing Package . The DIY Investing Package made me understand different types of funds with choices their- in with benefits & pitfalls. Thank you .
adriano.starinieri (verified owner) –
Great! Glad it helped you 🙂 Thanks for the review
Chris Tammaro (verified owner) –
L Soldera (verified owner) –
Hi Adrian & Erica, Well thought out and comprehensive analysis. Might be enhanced by including a Risk column (low, medium or high). I would replace the Annual Management Expense with the Management Expense Ratio since that is what the buyer will pay. For example, ZWK has a 0.65 Maximum Annual Management fee but its MER is 0.71 and I would have thought this ETF would have a medium risk rating since it’s dealing with US banks but it’s actually classified as high risk. Also, I would want to know the historical rate of return on each of the portfolios, back tested say for each of the last 10 years. Overall, the info is great especially for new investors and those not very willing to research independently. Thank you both for your product.
Mark C. (verified owner) –
Steve Fisher (verified owner) –
Excellent value for the amount of research that was done. Thanks so much
Nawalage Don (verified owner) –
This guide was helpful to have all thefunds in one place. I would recommend this package for investors that don’t have time to compare the best income funds.
Stephen Wells (verified owner) –
Over many months now I have found your Youtube videos to be very helpful in my investing journey. My wife and I plan to retire in the next 5 to 10 years so your income focused approach suits our way of thinking. Your opinions are well reasoned backed up by solid information about the various securities you review. Please keep doing what you are doing. Your openness and honesty is much appreciated.