Investing with Confidence

Investing with Confidence

In this jargon-free course, you will build your own low-maintenance portfolio of mutual funds in 7 steps without having to become a stock market expert, and with no prior knowledge required.

Who this course is for

Before I tell you about this effective course which makes investing in mutual funds accessible for everyone, let’s talk about who this course is really for:

• You want to make your hard-earned money work for you, and invest in your own future.

• You want to be financially independent, earn passive income from your investments, and ensure you can enjoy your retirement.

Whether you

• have never invested in funds before, feel like you need to learn more about how funds work, but don’t know where to start

• already own some funds, either through a pension or another investment account, but feel like you’re selecting funds at random and you want to develop a long-term strategy

• are planning to invest monthly, or have a one-off amount you want to invest

you’re in the right place and I’m going to cover every step from the basics of how funds work to showing you how to build your own low-maintenance portfolio.

By the end of this course, you will

• Understand how funds work

• Be familiar with the underlying assets that funds invest in

• Know exactly which questions you need to ask yourself in order to choose the right account for your specific situation

• Have chosen an asset allocation that’s right for you in line with your risk tolerance

• Be confident in researching and selecting funds

• Have learnt all you need to start investing and then maintain your portfolio!

Convinced already?  Then sign up now and let's get started!

Why I created this course

I first came across funds and investing when I was eligible for a pension with my employer. Every month, a percentage of my salary was transferred into a pension plan and my employer matched that amount – so that was effectively a pay rise! It seemed a good idea to go ahead with it even though I wasn’t exactly sure what it was that I was investing in. The first seed was sown!

Then my son was born and my mindset shifted towards thinking long-term: being financially free before I reach retirement age, and saving some money for my son’s future too.

The question was: How should I save or invest? Interest rates on savings accounts were very low, but I wanted my hard-earned money to grow over the years. Stocks seemed to offer a good return, but I’d never invested in stocks and didn’t know where to start. And nearly everyone I asked about investing in stocks told me that it’s too risky, and that they’d lost some money investing in stocks in the past and wouldn’t ever go anywhere near them again!

I decided to do my own research. And lots of it! And eventually went ahead and invested in mutual funds. I’ll be honest: I made some mistakes along the way, costly mistakes which I want you to avoid. Luckily, I stuck with it, learned from my mistakes, and now have a low-cost and low-maintenance portfolio that is in line with my tolerance for risk. And I want you to get to that place too, but much quicker than me and without making the same mistakes – and that’s why I created this course.

What’s inside

In STEP 1 I’ll explain what mutual funds are and how they work.

In STEP 2 I’ll teach you about the assets that funds invest in – but don’t worry, I didn’t include any unnecessary information here, only what you need to know in order to build your own portfolio.

STEP 3 is deciding which investment account is right for you, and I’ll give you some ideas on how to make that decision.

We’ll discuss asset allocation in STEP 4, and how to manage risk. Then I’ll build an example portfolio so you can see how theory is put into practice!

STEP 5 is building a portfolio.

STEP 6 is selecting funds that match the criteria for your portfolio

And in STEP 7 I’ll show you how to make the initial investment, maintain your portfolio and withdraw money from your investment account.

I’ve purposefully kept this course short. More than half of the course is made up of practical examples so that you know exactly how to apply the theory!

FAQs

Will I need to research companies, analyse stocks and interpret charts in this course?

No. This course is about investing in mutual funds, and you will learn how to decide on an asset allocation and select suitable funds for your portfolio, without having to become a stock market expert. This course if very focused on the end goal, which is for you to start investing in your own low-cost, low-maintenance portfolio.

Do I need to know what stocks and bonds are?

No – everything you need to know is covered in this course.

Do I need to be good at maths?

No!

Do I need to have a lot of money to invest?

No, you can invest from as little as $25 each month.

Sign up now & let’s get started!

A 7-step course from complete beginner to confident investor, without having to become a stock market expert.

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What you will learn

• You will learn what investment funds are and how they work
• You will get a good understanding of what stocks and bonds are and which risks are associated with them
• You will be able to choose an investment account that is right for you

Rating: 0

Level: All Levels

Duration: 2 hours

Instructor: Kevin Robertz