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% |
Peter T. (verified owner) –
Usefull
Theo O. (verified owner) –
Really enjoying the package! I know you’ve mentioned that you don’t use Wealthsimple in your videos. I use Questrade but also Wealthsimple Trade. Wondering if you would consider adding another category in the package that shows whether or not the stock/ETF is available on WST, just for convenience. I’ve been following your channel since late last year and decided to make a shift in my portfolio. Love seeing the monthly dividends rolling in! Really appreciate all the work you both do to provide good content. Keep it coming!
PING (verified owner) –
Anonymous (verified owner) –
Overall I loved the dividend tracker and have positioned 1/3 of my portfolio into dividend investing. I am giving this a test trial vs indexing and swing trading which make up the other 2/3. So far so good 🙂 and I will probably allocate more funds towards dividends once I start getting busier at work. Right now I have the capacity to swing trade and I do enjoy it.
For feedback, I felt that it would be good to put this into Sheets and to source data via Google Finance. This way I can type the ticker and all the data would come up related to current price, dividends , ex div date, payment date .
David M. (verified owner) –
Excellent, I wish I had this info 10 years ago.
TJ Gonen (verified owner) –
Amancio (verified owner) –
Very good! Nice to have all the information regrouped in one place. Would have been nice to have an exemple portfolio to follow but overall very good.
Anonymous (verified owner) –
would you exchange years of your labour for $25? Yes
Frank G. (verified owner) –
I really appreciate the hard work Adrian has put into this package. Helps tremendously. Awesome work!! This will make my retirement much more easier.
Pearl S. (verified owner) –
I love this ultimate dividend package so much. It is a great guide to start doing more research for myself. A brief description of each stock giving a quick overview of the stock. The budget sheet is wonderful. I can see how much I can invest more.