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% |
Darryl Cusson (verified owner) –
Great product. A ton of useful info and practical tool. Well worth it!
enrico a. (verified owner) –
Exellent ! Very very good !!
JF (verified owner) –
Great package & value for the price, fast response to questions.
Vitold (verified owner) –
It is a very helpful DIY Package.
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.
Ryan Pike (verified owner) –
As a absolute beginner it’s been a big learning curve but this package has really helped (Thank you!). It would be five stars except for two things. First, the list of terminology is not in alphabetical order and it absolutely makes me crazy. Also, there are a few spelling mistakes sprinkled through the spreadsheets – I know that seems like a very small thing but I want to know the person I’m trusting to teach me about investment is crossing their t’s and dotting their i’s. If you’re misspelling words, are other details being overlooked too? Overall though, great product.
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