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  • What you need to know about stock buyouts
  • JSE listed stocks are selling at their cheapest levels in a decade. And that's created an opportunity for internationally listed, and private equity companies to make a mint. You see, these companies borrow money internationally at 3%, 4% or 5% interest. They then buy these South African companies that are selling cheaply and the dividends they receive from them are enough to repay their b... ››› more
  • [28 November 2019]
  • Why you must rebalance your crypto portfolio!
  • I'm sure you've heard of portfolio rebalancing. Almost every investor does it. It's a simple, but extremely important ‘tool' where an investor periodically buys or sells different assets (stocks, bonds, etc) within a portfolio. Rebalancing helps reduce the risk an investor suffers from the changes in returns of various investments. And it also helps ‘restore' their desired asset allocatio... ››› more
  • [09 September 2019]
  • Selecting a financial advisor is like bungee jumping... or medicine
  • Bungee jumping is a terrifying experience. It requires you to risk your life (literally) on the strength of a piece of rubberised string. Now the statistics are very clear: Bungee jumping is safe. But, when you tip toe to the edge of Bloukrans bridge, look over into the abyss and push off into blue sky with nothing but an elastic around your ankles… well you get the picture. Fina... ››› more
  • [11 July 2019]
  • Do you have enough for retirement?
  • If you're approaching retirement, it's likely this question is keeping you up at night. It doesn't really matter if you're wealthy, comfortable or just making ends meet. When you get to retirement age the world changes. In the course of my life I've worked with high-flying executives living what can only be described as “the dream”. Owners of multiple businesses, in multiple countries.... ››› more
  • [27 June 2019]
  • The Only Income Investment to Buy in 2019!
  • Before Donald Trump escalated trade wars, which sent shockwaves through the markets, stocks were performing well overall. The major US indices like the Nasdaq and S&P500 were flying. Even the JSE All Share was showing good returns. From its lowest level to its highest, the JSE was up around 14%. A great comeback from 2018's negative return. However, while stocks were making all the ... ››› more
  • [27 May 2019]
  • An Offshore Portfolio with a Twist
  • Take a moment to look at following logos:       Behind these logos are some of the strongest, blue-chip companies on the planet.   These global companies have such a broad reach that even today, at the tip of Africa, you’ll likely recognize some, if not most, of the brands.    Recommended: ________________________________________   6 Shares... ››› more
  • [04 April 2019]
  • Can't place your first bet? - Here's something that will get you over this hurdle
  • I recently received a question from one of our readers, Ryan:   “Hi Chris, I’ve been reading your articles about sports betting, but I have yet to place my first bet. I can’t seem to push myself over that first hump, I don’t think I’m ready just yet.   Is there something I could be doing to get over this hurdle?” - Ryan   And to answer Ryan’s question. ... ››› more
  • [24 January 2019]
  • The Stock Market is offering a Great Deal with this JV. It's Time to Buy!
  • Last week, Richemont (CFR:JSE) announced its joint venture with Alibaba. An opportunity for mass distribution like this could see Richemont's sales soar over the coming years. Especially in China, where Alibaba has a strong presence and China is expected to account for nearly 50% of the luxury goods market in the next six years. ... ››› more
  • [06 November 2018]
  • Market survives “Risk Event Storm”
  • Last week was a busy week with the market sailing through a gauntlet of central bank meetings, escalating trade tensions and a historic meeting between the US and North Korea. Surprisingly the JSE held up relatively well buoyed by a weaker Rand. We've also seen volatility (measured by the VIX) drop back towards 12, a level that signals the market might not be pricing in the risk of a “Trump ... ››› more
  • [19 June 2018]
  • If you make one investing New Year's resolution, make it this…
  • Consider this… From 2013 to 2015, South Africa's listed property sector has achieved a 17% annual average return. Over the same period, that's: Five times more than what SA bonds returned Three times more than what SA cash returned 3% better return than what SA equities has achieved But the many investors who allocated a large portion of their wealth into listed property in 201... ››› more
  • [22 September 2017]
  • How to shield your portfolio against this one type of risk
  • No one can accurately predict where the markets will go in 2017. The fact is, the markets become volatile in times of uncertainty. And when the markets become volatile, there's a good chance your investments could decrease in value. This is simply known as market risk. The main causes of market risk are recessions, political turmoil, natural disasters and terrorist attacks. Or even sm... ››› more
  • [22 September 2017]
  • The company watch list: AVI Limited - A combination of value and growth
  • AVI is a South African based company, listed on the JSE in the Food Products sector, and is centered on the FMCG market. AVI's extensive brand portfolio includes more than 50 brands. The Group comprises of trading subsidiaries that manufacture, process, market & distribute branded consumer products. AVI brands span across a range of categories including: hot beverages, sweet and savory bis... ››› more
  • [22 September 2017]
  • Warning: This type of investor's behaviour will destroy your wealth…
  • Since 28 December 2016, the JSE has rallied around 6%. Some investors or analysts will say it's just erased the losses from last year. But many will say the strong rally will continue delivering even more returns. Whether or not that's true, it would be no surprise to now see investors pile money into the stock market. And if you're one of those investors, that have been waiting pa... ››› more
  • [22 September 2017]
  • The most important investment decision you can make, in two minutes
  • Please don't let your portfolio fall because of this single mistake… In 2014, I got a mail from an investor: “Francois, I'm not investing in a single investment recommendation of yours again. I've bought Mr Price shares with my whole portfolio. And at the rate it's going now, I'll retire in a few short years. I bought Mr Price at R136 in February, and now that it's August, the sha... ››› more
  • [22 September 2017]
  • You have to “Go Small” to add big returns to your portfolio
  • As an advisor to the South African Investor board I deal with investors that are looking for long term returns that'll help them live, and retire securely. That means we typically look at companies like Vodacom, Naspers, Bidvest and the like. Large blue-chip shares that have been around for years, and will continue to be there for years to come. Recommending these large companies is th... ››› more
  • [22 September 2017]
  • Receive dollar-based performance through structured products
  • Since my last article on the subject of structured products I have received a number of enquiries from readers asking for more information. Due to the overwhelming response I decided to do this follow-up article and go over the most frequently asked questions. First, for those who may not have read the original, here is a brief recap. I discussed a currently available structured product with ... ››› more
  • [22 September 2017]
  • A simple strategy to beat fund managers at their own game
  • Right now, there are just north of 400 shares on the JSE. Of these shares, investment funds only invest in the top 40, and perhaps the top 100… Only 161 shares are on the JSE All-Share index… If you invest in a fund you're most likely investing in the JSE's Top 40 Index. Unit trusts simply don't deviate from the index too far, because that's the only way they can match the index perfor... ››› more
  • [22 September 2017]
  • “Why the best laid investment plans usually go wrong”
  • More than three decades ago, best-selling author Harry Browne, argued that the odds are stacked against the typical investor who's overwhelmed by technical jargon, market volatility and the business of money management. That's why in his book, Why the Best Laid Investment Plans Usually Go Wrong, Browne explained that it's impossible to rely on advisors, brokers or systems to make money in the ... ››› more
  • [22 September 2017]
  • If there ever was a time for capital protection, this is it!
  • As it stands, we are at the tail end of an eight-year bull market and, by most estimates, markets in the developed world are massively overpriced versus historical levels. When we have seen such conditions in the past, global markets almost always fell dramatically within a year or two. Adding to this risk is the fact that the US Fed, the European Central Bank and a number of other central ... ››› more
  • [22 September 2017]
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