A look at the best and worst stocks on the JSE fro 2023. Some strong gains and some horror losers really means you had to pick right. Also 76 elections next year with over half the world voting, going to be volatile in places.
The losing ETFs in 2023, a small list and mostly all commodities
The losing ETFs for 2023, only thirteen in total and mostly all commodity ETFs and China with a few surprises – looking at you Satrix Divi.
Can Transaction Capital and Purple Group reverse their losses?
Both Transaction Capital and Purple Group swung into full year losses. Can they reverse that trend? Gold at all-time highs and Tigerbrands vs. RFG.
Top local ETFs for 2023, a great year for passive
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.