How We Actually Teach This Stuff
Look, anyone can throw charts and jargon at you. We've spent years figuring out what actually works when teaching people about investment timing and calendar strategies.
It's not about memorizing formulas. It's about understanding patterns, recognizing opportunities, and building confidence in your decisions.
Our Teaching Philosophy
We've tried the traditional lecture approach. Didn't work. People would nod along, then freeze when faced with real decisions. So we changed everything.
Start With Real Scenarios
Every session begins with actual market situations from 2024 and early 2025. You work through them before we explain the theory. It's backwards from typical teaching, but it sticks.
Build Mental Models
We focus on helping you develop pattern recognition. After enough examples, you start seeing the calendar effects naturally. That's when the real learning happens.
Practice Decision-Making
Theory is nice. Application is everything. You'll spend more time making choices and discussing outcomes than taking notes. Gets uncomfortable sometimes, but that's the point.
I'd taken three other investment courses before this one. They were all theory and slides. This was the first time someone showed me how to actually think through timing decisions. The September sessions on quarterly rebalancing completely changed how I approach portfolio adjustments.
What a Session Actually Looks Like
Case Study Introduction
We present a real calendar situation without commentary. Could be dividend timing, tax-loss harvesting windows, or quarterly patterns. You get the raw data and context. No hints yet about what you should notice.
Small Group Analysis
You work through it with two or three others. What patterns emerge? What decisions would you make? This is where misconceptions surface, which is exactly what we want. Better to struggle with it now than when real money's involved.
Guided Discussion
We break down what actually happened and why. The key insights usually come from participants, not from us lecturing. Someone always spots something interesting that leads to deeper understanding for everyone.
Framework Application
Now we introduce the concepts and tools that make sense of what you just experienced. Theory follows practice. It means more when you've already wrestled with the problem.
Who's Teaching
Henrik Solberg runs most of our sessions. He spent twelve years managing institutional portfolios in Vancouver before moving to education. He got frustrated watching clients make the same timing mistakes repeatedly and figured teaching might have more impact.
His approach is direct, sometimes painfully so. He'll tell you when your reasoning doesn't hold up. But he's also patient with genuine questions and excellent at breaking down complex timing strategies into manageable pieces.
What makes Henrik effective is that he doesn't pretend calendar investing is magic. He's upfront about what works, what doesn't, and why the research shows mixed results for certain strategies. That honesty matters.
Our upcoming program starting November 2025 runs Tuesday and Thursday evenings for eight weeks. It's structured but flexible enough to dig deeper into areas where participants need more work.
- Real case analysis from Canadian markets
- Small cohort sizes for actual interaction
- Access to historical calendar data sets
- Follow-up support through year-end 2025