Introducing some classic (and new) Investment Strategies (INV 02)

  • Day and time: Friday 14:45 - 15:45
    Weekly
  • Length of course: 1 term. Autumn (8 Weeks)
  • Number of places: 12
  • Start date: 10 October 2025
  • Description:

    It is said that no strategy survives in the stock market for long. All the more surprising then that some classic strategies go on producing good results. This course offers you some of those classic strategies and demonstrates, using backdated data, how well they have performed. In addition, there will be some new straightforward strategies based on research I have conducted over the last few years. As an example, you will learn how to beat index investments e.g. SWDA using low risk approaches without straying from most of the benefits that such an investment might give you. If you are a less experienced investor who knows something about ITs, UTs, ETFs and shares but does not feel confident to use them in a strategic way either as individual items or as part of a portfolio strategy then this course could be for you. Note: You must attend the first class in order to come to the rest!

    Important note: No personal advice can be given. You will be expected to make your own judgement on whether anything you hear is right for your circumstances and abilities. If you have any doubts then you should seek advice from a professional financial adviser.

  • Format: Taught course or activity

  • 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 recent research.


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