Growth & Income Model Portfolios

ETF Model Portfolios – Income & Growth + 2026 Strategic Guides

Building a high-performing portfolio should not be complicated — or reserved for professionals.

This bundle was designed to provide Canadian investors with a clear, repeatable, and practical investment framework, whether your goal is to generate passive income or grow your wealth over the long term.

What You Get

✔️ 2 complete PDF guides with detailed model portfolios
✔️ 1 Excel tool including a passive income calculator and financial planning tool
✔️ A simple methodology to help you invest with confidence

📊 Guide 1 — Income Portfolios

This guide focuses on building predictable cash flow using income-generating ETFs.

Included Models:

• Stable Income & Growth (4–5%)
• Balanced Income (7–8%)
• Maximum Income (9–11%)
• Ultra+ Income (12–14%)
• Absolute Leveraged Income (14%+)

Each portfolio includes:

• Detailed ETF allocation
• Target yield and distribution frequency
• Risk level and volatility profile
• Strategic role of each holding
• Complete portfolio construction logic

👉 The goal: transform your portfolio into a true passive income machine.

📈 Guide 2 — Growth Portfolios

This guide focuses on long-term capital appreciation with portfolios adapted to different investor profiles.

Included Models:

• Growth Plus — 100% Equity
• Growth 80 / 20
• Balanced 60 / 40
• Conservative 40 / 60
• Growth & Dividends
• Global Growth (All-in-One)
• Sustainable ESG Growth

Each model includes:

• Complete allocation breakdown
• Geographic diversification
• Sector exposure
• Recommended investment horizon

📘 Also includes a beginner-friendly guide to help investors understand the basics and avoid common mistakes.

🧠 Included Excel Tool (Simplified Version)

The Excel tool is designed to help you take action quickly:

• Passive income calculator
• Financial planning tool
• Simple monthly income projections

👉 Note: the Excel tool does not contain the model portfolios themselves, but helps you apply them in practice.

🧠 Investment Methodology

• Canada / USA / International diversification
• Low-cost index ETFs
• Income + growth combination
• Tax optimization (TFSA, RRSP, non-registered accounts)
• Simple, repeatable, and sustainable investing approach

👤 Who Is This Product For?

This bundle is ideal if you want to:

• Generate monthly passive income
• Prepare for retirement
• Structure your TFSA / RRSP accounts
• Invest independently
• Understand what to buy and why

📁 Format

• 2 downloadable PDF guides
• 1 Excel file
• Instant access
• Compatible with mobile and desktop devices

⚠️ Important

This product is provided for educational purposes only and does not constitute personalized financial advice.

💬 Contact

For questions:

📧 [email protected]
(Interac e-Transfer payment available)