Looking for creative ways to spark engagement in your investing community? Community challenges are a proven way to get members participating, learning, and connecting. Use these ready-to-go templates to launch fun and impactful challenges that everyone will want to join.
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Community challenges tap into our natural desire to compete, learn, and be recognized. In the world of investing, friendly challenges provide a safe space to test strategies, share insights, and celebrate wins. This structure encourages even quieter members to step up and try something new, knowing the environment is supportive and low-stakes.
Challenges also foster camaraderie and belonging. By working toward shared goals or competing in a fun way, members build relationships and feel more invested in the group. Recognition, even small, can motivate continued participation and help members feel seen and valued. Plus, practical challenges keep investment discussions focused, actionable, and relevant to real-life goals.
One-week stock pick: Share one stock you think will outperform this week and why. Who's in?
💡 Example: "One-week stock pick: I am going with Apple for strong earnings. Who's in?"
Index fund challenge: Can you find and share a lesser-known index fund with low fees?
💡 Example: "Vanguard FTSE All-World ex-US Small-Cap ETF is my pick!"
Portfolio pie chart: Post a pie chart of your current allocation. No dollar amounts needed!
💡 Example: "Here's my allocation: 60% stocks, 30% bonds, 10% cash."
Try a new investing app this week and share your honest review.
💡 Example: "I tried M1 Finance and loved the automation features."
ETF hunt: Who can find the most unusual ETF? Post your find below.
💡 Example: "Found the UFO ETF for space companies!"
Investing book challenge: Read one chapter from any investing book this week and share a takeaway.
💡 Example: "From The Intelligent Investor: Margin of safety is key."
Share your best investing meme or GIF below to lighten up the week.
💡 Example: "This Doge meme sums up my week perfectly!"
Dividend tracker: Who received a dividend payment this month? Share the stock and amount.
💡 Example: "Got $15 from VTI this month."
Mini goal challenge: Set and share a small investing goal for the week.
💡 Example: "This week, I plan to automate my Roth IRA contribution."
Share your favorite investing quote to inspire others.
💡 Example: "'The best time to plant a tree was 20 years ago. The second best time is now.'"
Risk check: What is one risk you are managing in your portfolio right now?
💡 Example: "Reducing exposure to tech stocks this quarter."
Green day or red day? Share today's biggest win or learning moment.
💡 Example: "Green day! Tesla jumped 4 percent on good news."
What is one investing myth you believed at first but later unlearned?
💡 Example: "I used to think you needed a lot of money to start investing."
Try tracking your expenses for one week and share something surprising you learned.
💡 Example: "Did not realize how much coffee adds up!"
Flash poll: Do you prefer stocks, ETFs, or mutual funds? Vote and comment why.
💡 Example: "I prefer ETFs for the diversity and low fees."
Share a screenshot of your favorite investing dashboard (hide sensitive info).
💡 Example: "Here's my dashboard from Fidelity, I love the pie chart view."
Who can go a whole week without checking their portfolio? Try it and report back.
💡 Example: "I made it 6 days before peeking. It was harder than I thought!"
Investing movie night: Watch a finance-related movie and share your thoughts.
💡 Example: "Watched The Big Short. Eye opening!"
Share your 'biggest investing mistake' and what you learned from it.
💡 Example: "Sold my stocks in a panic in March 2020. Lesson: Stay calm."
One tip challenge: Share your best tip for beginner investors.
💡 Example: "Start small and invest consistently."
Try paper trading for a week and share your pretend portfolio results.
💡 Example: "My paper portfolio gained 2 percent this week using index funds."
Find and share a new investing podcast episode that taught you something.
💡 Example: "The latest Animal Spirits episode on asset allocation was great."
Monthly recap: Post one thing you did to improve your investing this month.
💡 Example: "Started automatic transfers to my brokerage account."
Who can create the best meme about market volatility? Post yours below.
💡 Example: "My meme: Mr. Bean waiting for the market to settle."
Share a screenshot of an investing tool or spreadsheet you use.
💡 Example: "Here is my Google Sheets tracker for dividends."
Try setting up an investing automation (like auto-invest) and share your experience.
💡 Example: "Set up auto-invest for $100 per month into VOO ETF."
Challenge: Find a company with a unique business model and share why it interests you.
💡 Example: "Lemonade uses AI for insurance, very innovative!"
Share a news headline this week that impacted your investment thinking.
💡 Example: "Interest rate hike announcement made me rethink my bond allocation."
Try using a budget app to track investing expenses this week and share your thoughts.
💡 Example: "YNAB helped me see hidden investing fees."
What's one financial goal you want to reach by year end? Share and inspire others.
💡 Example: "I want to max out my 401k for the first time."
Try a no-spend challenge for three days and report one thing you learned.
💡 Example: "Skipped coffee runs and realized how much I can save."
Share a resource (book, site, tool) that helped your investing journey.
💡 Example: "Bogleheads forum was a game changer for me."
Stock story: Share why you first bought your favorite stock.
💡 Example: "Bought Disney because of its brand and parks."
Try reading one investing newsletter this week and share the best tip.
💡 Example: "Morning Brew had a great tip about dollar cost averaging."
What is one investing term you wish you understood sooner?
💡 Example: "Expense ratio tripped me up for years."
Set a 5-day investing streak: Spend 10 minutes daily on research and share what you learn.
💡 Example: "Day 3: Learned about REITs and their tax treatment."
Share a chart or graph that changed how you think about investing.
💡 Example: "This long-term S&P 500 growth chart really shows the power of compounding."
Try not to check your portfolio on a big news day and share how it went.
💡 Example: "Managed to resist checking during the Fed announcement. Less stress!"
Share a screenshot of your watchlist and explain why you added one pick.
💡 Example: "Added Shopify for its e-commerce growth potential."
What is your favorite way to stay updated on market news? Share your go-to source.
💡 Example: "I use Yahoo Finance alerts for real-time updates."
Pick a challenge template that fits your group's vibe and goals. Announce it with a clear start and end date, and outline the steps or rules. Offer small incentives like badges, shoutouts, or a feature in your newsletter. Encourage members to share updates or results, and make it easy for everyone to participate, regardless of experience level. Wrap up by highlighting top contributions and inviting feedback on future challenges.
For all platforms, pin or highlight the challenge post to increase visibility. Use polls, threads, or dedicated challenge hashtags to organize responses. Remind members about the challenge through regular updates and celebrate participation across all channels.
When creating challenges focused on portfolio sharing, encourage members to discuss asset allocation percentages, investment strategies, or hypothetical scenarios rather than exact dollar amounts or account screenshots. Remind members not to disclose sensitive personal information and provide disclaimers about regulatory compliance, such as FINRA or SEC guidelines.
Frame your challenge to require participants to submit not only their stock pick but also a brief fundamental or technical analysis, outlining their investment thesis, risk factors, and time horizon. Emphasize educational value and long-term thinking rather than short-term gains, and monitor submissions for compliance with your community’s code of conduct.
Customize challenge prompts to address the unique characteristics of each asset class. For example, for bonds, create challenges around yield curve scenarios or credit rating analysis; for REITs, prompt members to compare different sectors (e.g., commercial vs. residential real estate); for ETFs, focus on index tracking error or expense ratio discussions.
Set clear ground rules for respectful dialogue when launching challenges on complex or polarizing topics. Encourage members to present supporting data and cite sources. Consider structured debate formats or pro/con analysis templates, and remind members that all strategies carry risks and may not be suitable for everyone.
Design challenges where members collectively break down a real company’s 10-K, assigning different sections (e.g., risk factors, management discussion) to small groups. Use template prompts for each section and facilitate group presentations or summary posts, fostering peer learning and deeper engagement with due diligence processes.
Structure simulated trading challenges with risk controls, such as position size limits and mandatory stop-losses. Require participants to document their rationales for each trade and provide periodic performance reviews. Emphasize learning objectives—like risk management and trade journaling—over leaderboard rankings.
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