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% |
Stephen Lupi (verified owner) –
Melanka Zuidervliet (verified owner) –
Very good, but as a European I’m not able to buy all of them unfortunately.
Anonymous (verified owner) –
Michael C. (verified owner) –
A reasonable price for all the work you put into it.
Larry (verified owner) –
Great work putting this together. Would like to see Ex. Dividend date in future versions
Terry Lauzon (verified owner) –
David McIlmoyle (verified owner) –
Be nice if u included the current yield of each etf.
Anonymous (verified owner) –
Good portfolios- like it
gary gorgo (verified owner) –
New customer, just hoping you had more ETF’s and CED Funds available for US customers. The major of your information is for Canadian customers. But I still enjoy it.
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.