The ultimate objective of this course is to train investors to acquire a high level of skill in tactical asset allocation.

Our Momentum Investment Course spans 12 weeks and will give you all the skills needed to select and manage your own stock portfolio. It will save you time deciding on which are the best stocks for optimal growth, while at the same time letting you benefit from the benefits of diversification.

The course is presented live via GoToMeeting in small groups of two to five people. It means you can attend the lessons from the comfort of your home or office, and from virtually anywhere with a good internet connection. No travelling, no public transport, no parking hassles!

We regularly hold Free presentations demonstrating our sector rotation investment strategy course.

The Course Lessons

  • Week 1: Understanding your investment style
  • Week 2: Investing using Exchange Traded Products
  • Week 3: Rebalancing your portfolio in accumulation
  • Week 4: Rebalancing your portfolio in distribution
  • Week 5: Timing investments basis S&P 500
  • Week 6: Sector rotation and relative strength
  • Week 7: Relative rotation graphs (RRG)
  • Week 8: Active portfolio management
  • Week 9: USA and Australian markets exercise 2012
  • Week 10: USA and Australian markets exercise 2013
  • Week 11: Building & weighting your own portfolio
  • Week 12: Hedging your portfolio & accounting for performance

Register your interest

If you believe that we can help you get started using a Momentum Investment Strategy, we would be more than happy to talk to you. Please use the link below to schedule an appointment with us.

Make an appointment