Open to learning: what you can take away from a 'beginners' investing course

It's worth keeping an open mind - you might learn something useful!

I’ve been loosely following Sim Kaur and Friends that Invest for a couple of years and recently decided to take her Investing Masterclass.

Even though:

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  • I’m a little older millennials and Gen Z Sim’s content is oriented to

  • I’ve been investing confidently with decent results for years, and

  • I’ve worked in financial services most of my career, including several years for a share trading and investment advisory company

I was curious to experience the masterclass and see what I might learn from it. Particularly as I knew I could do with reviewing my portfolio in any case.

The course delivers two modules a week with videos, quizzes and downloadable PDFs of the key concepts. There’s also a private Facebook group to ask questions and interact. You sign up to a waitlist and the course is delivered a few times a year, two modules a week.

The early modules cover the fundamental concepts, and from around module five onwards you get into the more technical and strategic aspects.

Despite my existing knowledge and experience I got plenty of value, particularly from the middle modules on the more technical aspects, and came away with deeper understanding, more technical knowledge. and pragmatic strategies I’m in the process of implementing.

For example, while I’ve been using Sharesight for years to track my holdings, the course knowledge has prompted me to change the benchmark fund I’d been using for comparison purposes, and also prompted me to reflect on where I might want to consider reducing exposure to particular sectors and companies, along with strategies I might want to consider adopting instead.

It was also an enjoyable experience because the way the content is delivered felt engaging. I liked the fact that Sim used a Loom-style presentation setup so you could see her presenting directly to you over the content, rather than a voiceover. It felt more personal and engaging. Also, getting the modules in chunks each week worked really well in terms of digesting the information and reflecting on it to your individual context.

Overall takeaways for me were:

  • even if you know a decent amount already and feel confident in you’re doing. it’s worth considering other perspectives, comparing to your approach, and deciding if you want to make some adaptations

  • periodically review your strategies to help you make the most of your resources and potential - this applies to life as well as investing!

Here’s the link if you want to check it out for yourself: Investing Masterclass