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% |
James Pereira (verified owner) –
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!
Bernard Ross (verified owner) –
It’s very helpful and informative! One thing that’s annoying is that some of the sample Canadian portfolios have US listed stocks. I think it’d be better if you gave alternative sample portfolios that were purely Canadian for those of us without access to RRSPs
adriano.starinieri (verified owner) –
Thanks for the feedback. I agree, in the next version the Canadian sample portfolios will not include any U.S. Listed Funds 🙂
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
adriano.starinieri (verified owner) –
Julian,
Passive Income Investing is a BUY and HOLD Strategy where you make your Returns with the INCOME, not Capital Appreciation. You are thinking like a trader or active investor. This strategy is the complete opposite, there is no selling or re-balancing needed. If you want more personalized help, feel free to book a 1on1 consultation with me anytime 🙂
kevin –
It is a fantastic tool for the passive investor. The one thing I think would be nice is if you were to put up your current TFSA, RRSP and PERSONAL portfolios for us to look at and see where we may want to change some of our own. Your channel has completely changed how I invest and now it’s nice to not be staring at the market everyday and wondering when to sell and hold.
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!!!