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.
Ten year total returns for JSE ETFs; bonds and cash
Total returns over the last decade for all JSE listed ETFs. Some solid returns with bonds and cash doing well while even the Top40 ETFs almost did 8% annualised a year.
More money hacks from the Just One Lap community
We asked our community for their favourite money hacks and boy did you deliver. Here’s part two of your hacks. Mostly small, all saving you some cash.
A living small update
After downgrading to a smaller life in 2017 Simon gives and update six years later as he moves again. Also Famous Brand results and TigerBrands & Sasol updates.
All the JSE S&P500 ETFs unpacked
Locally there are four ETFs covering the large S&P500 index. We dig into what the index is and the differences between the the four local ETFs including costs and dividends.
Invest in Unicorns and Brands for superior growth
AnBro Capital Investments presents this Power Hour detailing their investment thesis as they look for quality brands with superior cash flow. They also detail their Unicorn and Dynamic Compound portfolios.
Renergen, now what?
Renergen has been getting all the hate on Twitter sending the price down to multi-year lows. Simon weights in with his 5c. He also looks at the risks from the war in the Middle East, Pick n Pay and Calgro M3 results.
ETFs five year total returns; winners and a few losers
We’re long-term investors so we have a look at the five year total return on locally listed ETFs with some impressive numbers. On the losers side, only three lost money over the period.