Benchmark your Investment Portfolio against others (INV 01)

  • Day and time: Friday 10:15 - 12:30
    Weekly
  • Length of course: 1 term. Autumn (8 Weeks)
  • Number of places: 16
  • Start date: 10 October 2025
  • Description:

    Discovering what others do is one of the best ways to improve your investment know-how. This course offers seasoned investors, who already know their way around ITs, UTs, ETFs and company shares, an opportunity to share their approach to their portfolio and learn from others. In particular, you will be discussing your investing beliefs, the purpose of your portfolio(s), its structure and objectives, its strategies, content and management. In addition, portfolio platforms, information sources and networking will also be on the agenda. You will not be expected to reveal how much you invest, but you are expected to share how you decide about your investments. Most of the class time will be spent in discussion with others. Each Friday's session will be in the form of two classes separated by a 15-minute coffee break, for a bit of extra social learning!

  • Format: Discussion

  • Convenor: John Hall
  • In addition to teaching investment classes last decade for the U3AC, I currently Co-chair an Investment group where I discuss my most recent investment research.


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