Simon Brown, Author at Just One Lap

Podcast: Simon’s till death us part portfolio

Simon Brown 30 June 2016Latest, WorldWide Markets

Simon's till death us part portfolio Simon Shares In last weeks show I covered Porter's Five Forces for selecting awesome shares worthy of investing in. This week I delve into my personal 'til death do us part' portfolio explaining why I hold each share. Then we did a webcast where you can interrogate my selection and ...

Video: There is no secret and everyone is lying

Simon Brown 24 June 2016Power Hour, Webinar and Video

There is no secret and everyone is lying There is no secret and everyone is lying Geoff Blount Managing Director and Daniel Spoormaker Head of Trading of Bayhill Capital present this JSE Power Hour with a twist. Geoff talks about understanding shorting, leverage and CFDs, psychology of investing and becoming a hedge fund expert. Daniel ...

Podcast: Finding awesome stocks to invest in

Simon Brown 23 June 2016Latest, WorldWide Markets

Porter's Five Forces Finding awesome stocks to invest in Simon Shares I am traveling and then on leave, so this week I look at Porter's Five Forces and in next weeks podcast I follow this up by running my 'death do us part' portfolio of stocks through the process. Then a video whereby you asked questions ...

Video: Risk management for traders (12/12)

Simon Brown 22 June 2016Boot Camp, Learn Trading, Webinar and Video

Without proper risk management a trader goes bust sooner or later and likely it will be sooner. This presentation covers Stop loss (where, how, why); Position sizing; The 2% risk rule; The 6% portfolio rule; Managing fear and; Trailing vs. fixed stop loss

Positive self-talk

Simon Brown 21 June 2016Latest, TraderPetri

A boxing hero passed away recently and the internet went mad with tributes and messages of support. It sounds silly, but while watching some of the videos of Mohammed Ali in his prime, I noticed something that suddenly makes a lot of sense. He was always talking about, and telling anyone and everyone who would ...

Podcast: Hedge funds for everybody

Simon Brown 16 June 2016Latest, WorldWide Markets

Hedge funds for everybody Simon Shares MTN have concluded the Nigerian fine at around a third of the initially proposed fine. A good deal for the company but they should never have found themsleves in the position in the first place an I still do not like management and am not a buyer. Pick n ...

Podcast: Getting to grips with fees

Simon Brown 9 June 2016Latest, WorldWide Markets

Getting to grips with fees Simon Shares New logo for JSE Direct to bring it inline with the new Just One Lap branding. S&P is negative but not junk, Fitch says we stable, GDP says we half way to a recession. GIVISA, the cheapest ETF on the JSE. But is it any good? Kristia goes ...

JSE Power Hour: Building a small cap portfolio

Video: Building a small cap portfolio

Simon Brown 2 June 2016Learn Investing, Power Hour, Webinar and Video

JSE Power Hour: Building a small cap portfolio JSE Power Hour: Building a small cap portfolio Small and mid cap stocks can create significant upside in a portfolio, but how does one get the correct exposure to them? Even more fundamentally, how does one even select which small and mid caps to invest in when building ...

Podcast: Can DIY investing beat the market?

Simon Brown 2 June 2016Latest, WorldWide Markets

Can DIY investing beat the market? Simon Shares PPC in real trouble. Management have let the company down by not spending up capex locally, not hedging their USD debt and now they need a massive rights issue. Will they survive? Are local markets pricing in a downgrade? Nobody knows either what Standard & Poors will ...

Momentum portfolio update end May16

Simon Brown 1 June 2016Latest, Learn Trading, Portfolio update

Momentum Portfolio update Momentum portfolio update end May16 It’s the end of the first quarter* for the 2016/7 Just One Lap Momentum portfolio and here’s our update for the quarter. Find the portfolio details, methodology and previous returns here. The screen shot of the portfolio at the close of 31 May 2016 is as below. ...