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% |
Pierre Bourbonnais (verified owner) –
Nice excel … I like the different tabs, it gives you a good idea of the different options and as a bonus … you get all the future updates
Anonymous (verified owner) –
The package is useful when combined with Adrian videos. Also educate yourself in relation to investment and trading to benefit the most
Marko Koerbler (verified owner) –
I know how much effort you guys put into this. It is really worth it!
Jonathan Chen (verified owner) –
Aaron Brawn (verified owner) –
Great information, however it requires a bit of investing knowledge ( basics of what a ETF is; how it differs from a mutual fund; basics of moving from a managed portfolio to a self managed; how much money is required to get started; how safe are these investments vs the actively managed mutual funds most people have; etc ). I’ve found it useful sitting down with the person and walking thru these questions. As a newer self managed investor, bridging this gap has been the biggest hurdle.
adriano.starinieri (verified owner) –
hi Aaron, thanks for your feedback. But this is not a Course, its a simply reference tool or companion tool to help you build a portfolio. Its not a course on the very basics of investing. Maybe we will work on a course one day… who knows 🙂
Anatolie (verified owner) –
Saved me a lot of research time. A very good package of information. Thanks Adrian!!!!
David Hamilton –
Very detailed information put into an easy to use format. Like the multiple strategy options as well has the ability to review both Canadian and US strategies.
Anonymous (verified owner) –
A little trivial but when adding symbols the entire name should automatically download. I really enjoy this strategy. Thanks.
Brian Olivier (verified owner) –
helpful tool for information