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% |
Gordon Sparks (verified owner) –
Very helpful – but a lot of info to digest!
Daryl Beck (verified owner) –
haven’t quite figured out how to use all your tools yet
Alexandre Langlois (verified owner) –
It’s perfect for someone who is a beginner and want some guidance with investing.
Dale B. (verified owner) –
really helped give me some real direction
Sergio Galati (verified owner) –
Very happy with the package. It is concise and easy to navigate to find the various funds. I added my own tabs to see my real rates of returns inclusive of the end of day stock price and dividends.
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.
FELIX A. (verified owner) –
Great insight into selection of stocks, though I would have preferred to also have more insight on portfolio rebalancing.
Richard M. (verified owner) –
Great resource for income investing!
Helene D. (verified owner) –
I find the Ultimate DIY investing package very useful and informative. There is a wealth of information I would not otherwise have seen or even know existed. I’m still reviewing the basic info, as I’m new at this, but am feeling confident about getting started very soon. Thanks Adrian!
paul (verified owner) –