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% |
Wendy W. (verified owner) –
I found this spreadsheet so helpful. It was organized in a way that was easy to understand and easy to find the information I was most interested in. I appreciated how detailed it was. The list of ETFs come with an explanation as to why they are being recommended. This was one of the most helpful things about this product.
investinpassiveincome –
Thanks for the feedback. There are options for all types of investors, and the filters are placed to find what you want.
Dave T. (verified owner) –
This may be the best money you spend on market education. There’s so much here to assist you in making your own investment decisions… It would take weeks to compile this material and serve it up. Every portfolio should hold dividend investments and Adrian serves up a lot of viable options to sift through. Five stars!!
Brian M. (verified owner) –
Adrian & Erica you have done an excellent job putting all the information together to help the average investor. I’m still trying to watch all the videos that you have posted! Thanks!!
Andrew T. (verified owner) –
Fantastic work! I look forward to the updated Excel package!
Anonymous (verified owner) –
To date the info is excellent. Regular updates are important even with a reasonable fee attached
investinpassiveincome –
Thanks for the feedback! The info in this package is relevant in any type of Market (Bull, Bear, Flat) and yes, we will issue regular updates
Wayne L. (verified owner) –
Great information very useful.
Epi (verified owner) –
Useful! I made the money back in 2 dividend payments! Thanks for putting this together.
Anonymous (verified owner) –
You can tell Adrian and Erica put a lot of effort into their product and it is chock full of information about why certain securities are better than others. It is easy to sort the spreadsheets using the built-in filters. The spreadsheets are well designed and clearly organized. I sold my mutual funds and filled my portfolio with some of the strongest recommendations listed in this product. I consider the $25 purchase price worthwhile because the new dividends I am earning with these top picks will pay for the product within a day or two haha! Thank you Adrian and Erica! As a loyal subscriber to your Youtube channel, I look forward to further content!