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% |
Anonymous (verified owner) –
This saved me a lot of time in research. All the good dividend stocks are in one place and comments column is super useful when deciding which stocks to pick. The package also comes with free updates. Highly recommend this!
Max Pham (verified owner) –
I think the information is useful for first time investors like myself who does not know where to start. Using those spreadsheets will give me an overview about different funds. My hope is to be able to analyze and pick certain stocks/ETFs for my portfolio someday when I have enough confidence. Overall, it is a good start for anyone who likes to learn how to invest.
Harith A. (verified owner) –
This is the exact tool and research I was looking for. I’ve always been interested in dividend investing and I had no idea where to start. I bought some stocks that paid dividends but I wasn’t too happy with them. After watching Adrian’s channel on YouTube I was hooked! He explained the methodology of my liking and a faster way to earn income passively. His idea made sense and it’s proven to work. I started by buying the excel tool and downloading other free tools which aided me to pick the stocks that were great dividend payers. Lastly, the method chosen eliminates the need to constantly check the stock market and be in constant state of worry, this is a chilled back and relaxed way of earning income. Worry free, that’s what I’ve been looking for this whole time. Huge thanks for putting the time and effort to getting this product out there, saved me and my future earning! Well done.
Milton B. (verified owner) –
Just what I was looking for as an investor
Kelly Walker (verified owner) –
Great compliment to the information shared on you-tube. Thank you Adrian and Erica!!!
tony.csaba (verified owner) –
Thanks Adrian. Saved me a tonne of time for the $25 in generating a spreadsheet. Good value for the price.
Robert Howlett (verified owner) –
Caroline C. (verified owner) –
Well organized and easy to use! The information is this sheet is more comprehensive then the info I rec’d from working with a financial planner. If you don’t follow Adrian on YouTube, Instagram and Facebook you are missing out. I can’t thank him enough for this valuable tool.
jagdeep –
great videos very helpful content
anthony.p (verified owner) –
Thank you for this well laid out design and full of useful information