The top ETFs in the JSE in 2023. Tech and US top the leader board, but sime surprises and overall a great year for passive.
Position your portfolio for 2024
It’s been a tough 2023 and we wrap the year with Simon Brown looking forward to 2024 and where the money will be made. He checks in on last years predictions and makes new bold ones for 2024.
Charlie Mungers life lesson – always be learning
Charlie Munger passed away at the age of 99 and reviewing some of his quotes the lkey lesson, always be learning. Pepkor woes and ten days in Mauritius, what I learnt.
Lithium & Battery Tech ETF
Batteries play an every increasing part in our lives with lithium as the largest input. This offshore ETFs tracks lithium and battery manufacturers.
Introducing the High Street Asset Management AMCs (innovative offshore tech and yield focus)
We dig into the two High Street Asset Management JSE listed Actively Managed Certificates (AMCs); High Street Offshore Yielding and the High Street Wealth Warriors.
Share buybacks and stock compensation, the bad and the ugly
Share buybacks and stock compensation are a part of any listed company, but can be abused. Two examples, one showing it working well, the other outright abuse. Contrasting updates from Shoprite & Woolies, Stor-Age results and US inflation, soft landing loading?
Why telcos are a horrid investment
Telco business are utilities but with a big catch, constant and large capex expenses mostly in US$, this drags profits. What’s down with oil and Dis-Chem vs Clicks.
Profit off rising oil with an ETN
Brent oil remains volatile with two was and OPEC+ cutting production both keeping the price elevated. Investors can profit from a higher oil price by buying an oil ETN.
REITs remain cheap and unloved, so where’s the opportunity
Listed property, REITs, have had another tough year even as LTVs are reducing, distributions stable or rising and NAV discounts increasing. Ahmed Motara from STANLIB reviews both local and offshore opportunities.
Updating minister Gordhan’s portfolio
Minister Gordhan has published his investment holdings and we review changes from the data earlier in the year. He’s surprisingly active. Gold almost had it’s highest monthly close ever and Renergen results.