Markets & Equities

Compile your share portfolio like the heavyweights do

In most of my reports, I always try to give investors the necessary tools to make informed decisions regarding their personal investment portfolios. Upon recently visiting my doctor following a somewhat incorrect self-diagnosis, he jokingly stated that “Dr Google” thinks he knows everything, often to the detriment of his patients. Not only did I make […]

Markets & Equities

Gambling on the stock exchange: Is the gain worth the venture?

One of the most fascinating places I like to visit is Grand West Casino. Not because I like to gamble (because I don’t), but because people fascinate me. When they enter the casino, they’re all smiles and everyone’s full of enthusiasm. But when they leave, it’s usually a different story. It’s exactly this mood change […]

Markets & Equities

Dividends are key

We all have that one thing or event that can take you right back to some of the best times in your childhood. I have plenty, but one that will always stand out is playing board games with my family at the dinner table during holidays. Unlike most families, we didn’t play Monopoly or Trivial […]

Markets & Equities

The right asset classes for the right reasons

A friend of mine always tells the story of the farmer who bought a few lambs with the intention of expanding his farming activities. He fed them well and placed them in a small pen. He then set up his camping chair next to the pen, so he could keep a close eye on them. […]

Financial Planning Markets & Equities

Funds: Are they poor performers or just being mistreated?

When I mention the names Floyd Mayweather and Connor McGregor, four words come to mind: Top Arrogant World Champions. Both of them are regarded as some of the best in contact sport. Both of them put on a pair of gloves and get into a ring. Both of them want to see their opponents hit […]

Markets & Equities

A look at the South African market in the context of emerging markets.

Bertrand Russel said “Collective fear stimulates herd instinct, and tends to produce ferocity toward those who are not regarded as members of the herd.” This is particularly fitting when we consider investments, as fear and greed are seen as the two main emotions in driving our markets. For this purpose, however, I would like to […]

Markets & Equities

Share forecasts for 2019

By the time I started writing my first column for 2019, we were already eight days into the new year and things seemed to look a little more promising than it did at the end of 2018. I also took some time to read through the 2019 investment forecasts of some of the world’s largest […]

Markets & Equities

The A-Z of investments in 2018

A – ANC 2018 was tough year for the ANC. First, a change in “bodyguard” at the beginning of the year, followed by land reform and constant corruption charges against prominent members of the party. One can only assume that with the 2019 elections looming, things will definitely escalate going forward. B – Bitcoin Unless […]

Markets & Equities

Our markets and the Christmas spirit

It is that unmistakeable time of year when every single shopping centre reminds us with flashing Christmas lights and beautifully festive decorations, that Christmas is just around the corner. And with all the hype surrounding the festive season, it’s difficult not to get carried away yourself, because it is, after all, most people’s favourite time […]

Markets & Equities

The clash between share prices and interest rates

One of John Templeton’s most famous sayings is “The four most expensive words in the English language are ‘this time it’s different’.” With that in mind, my mom always said that one should never say never, because you might end up quite surprised. Those of you who have followed my reports over the last 10 […]

Markets & Equities

Fear and greed in one index

Click here to see this most recent updated version of the Fear & Greed South Africa Index. Warren Buffet remains one of the most famous investors out there, so it’s no coincidence that his sayings are equally famous. One of my favourite Warren Buffett sayings has to do with two key emotions in the investment […]

Markets & Equities

How well have the different factor investors done so far in 2018?

At the time of writing, the Springboks were getting ready for their first test match against one of the northern hemisphere’s teams: England. As they were announcing the South African team, I couldn’t help but think that this actually presented the perfect opportunity to explain how factor investments work. Although Faf de Klerk may be […]

Markets & Equities

Stats and themes

Flying back home recently from OR Tambo international airport, I couldn’t help but notice that by putting some distance between myself and the earth below, we get to see things from a completely different perspective. On the ground, everything seems to be moving constantly, but as the airplane goes higher and higher, the movement and […]

Markets & Equities

Is the payment worth the risk?

I’m sure that most readers are familiar with the term ‘danger pay’. For many years, it was a term that was associated mainly with soldiers that had to do service in very dangerous areas. These days it can even include extra insurance benefits against events like kidnappings for families whose occupations require them to relocate […]

Markets & Equities

The right time to list a company

All entrepreneurs must dream of the day when their business grows to such an extent that it justifies a listing on a recognised stock exchange such as the JSE. Let’s suggest that this company grows even more and that one of its departments or subsidiaries becomes so large that it justifies its own listing. Now […]

Markets & Equities

Buying on the dips

We often hear people say that “he’s a big fish in a small pond”, or “he’s a small fish in a big pond.” I experienced the literal version of this saying in my own fishpond at home. I bought a few Koi and placed them in my tiny fishpond. Soon, however, they grew quite large […]

Markets & Equities

Finding the (relatively) cheaper asset classes

Relativity in the investment world is as important as it is in the real world. Let’s use the Tour de France 2018 as an example: Chris Froome entered this year’s Tour de France as the ultimate favourite, after winning last year’s Tour de France, followed by winning the Vuelta a Espana, and (earlier this year) […]