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% |
Mike (verified owner) –
Very useful to find everything in one place. I mainly wanted to find a starting point for a diversified portfolio using income ETFs. It’s tricky because some of the attractive ones on my list may own a portion of another one.
Sam H. (verified owner) –
It is a worthy resource that I have recommend to my family and friends. Just the ETF, Closed-end and Split Shares excel sheet with all the hyperlinks and info is well worth the investment for this package.
Oleg I. (verified owner) –
These spreadsheets provide valuable information for both beginners and experienced investors.
The US and CAN model Portfolios are excellent starting points for novices ( I took liberty in performance tasting those models, and found that claimed growth and distribution yields are accurate).
Additionally, the document contains comprehensive collection of the US & CAN ETFs along with the great deal of their details. This portion of the document is very instrumental for advanced investors.
william young (verified owner) –
It is very easy to follow and straight forward. I would suggest not combining Canada and US, but have its own tap. Its something small that will avoid any distraction.
Thomas Hoffman (verified owner) –
Simple and versatile depending on your own investment needs and strategy. I like that its updated regularly, and there are different levels or mixes of investing. I’m newly retired so this is an exciting and a hopeful way to enjoy more income in retirement, l so like the template. Looking forward to my one on one with you, I think it will give me more confidence in my understanding of this strategy as a whole.
Thanks so much,
Tom
Robert Chretien (verified owner) –
Greg Skrzypczak (verified owner) –
very detailed, Helps to understand some of the concept basic investing I love it
Greg Waldo (verified owner) –
So many choices, so many questions…I’m very happy to use the Maximum Income (simplified) Portfolio recommendation! Other strategies are described too, so later I can consider other investments.
Andres Restrepo Cardona (verified owner) –
I really appreciate this document. I began to invest with you 1 month ago and I’m looking results. I did options trading directly using covered calls, cash secure puts, iron condors but I was not as profitable and lost a lot of money buying shares outright. Thanks a lot for this great information.
John Wilson (verified owner) –
Adrian, you are doing a great job. I really like your style, content and interviews. Solid, buddy! I live in Canmore, AB and I’m looking to Costa Rica or Panama. I’d love to hear more. Note: I lived 6 years in Lima, Peru at one time. I’m 52. Cheers, John