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% |
Albert F. (verified owner) –
Liked the links to Yahoo Finance as a time saver
A link to where you address the funds in question on your You Tube channel would be a nice addition to your written commentary
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
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.
Tom Flood (verified owner) –
would like it if, for the 4 portfolios, there was a recommendation for which type of accounts to use each under, ie rrsp, tfsa, non-reg
Gary Woodbeck (verified owner) –
It is early yet as far as results but you have some of the same as I have.I am starting to take some of your exciting picks and raise some more capital.My son got me on to you,Thx.I have been investing on his behalf for years and now he is helping me!!!
Todd Sutherland (verified owner) –
Lori (verified owner) –
Brian Jordan –
Ralph Colebank (verified owner) –
Would be great to see backtest results for each portfolio. A program such as Vectorvest can run backtests to see how a portfolio would have done over the last 1, 3, 5, 10 years. This would be import to see, vs the Market returns over the same periods.
Dauphin (verified owner) –
Excellent reference product ! In the future , perhaps including a customizable dividend tracker portfolio spreadsheet in the package would make this a truly brilliant product . Perhaps to be considered for Version 4 ? Very happy client :))