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  • Time is running out. You need to take action right now!
  • For the first time in nearly 16 years inflation is below the South African Reserve Bank's targeted range. Yesterday, Consumer Price Inflation (CPI) slowed to 2.1%. That's the lowest number since September 2004. Now, you're thinking inflation is low, that's a good thing, right? It's a bit more complicated. Let's explore…   ________________________________________   Di... ››› more
  • [16 July 2020]
  • Invest in a global portfolio of shares with 100% downside protection in USD
  • Investing in the stock market today with 100% downside protection sounds too good to be true. That's because for every positive headline you read there are 4 negative ones signaling a strong pull back in the weeks and months ahead. And the recovery, post coronavirus lockdown is expected to be slow. But investors in the latest “risk-free” structured product need not worry what happe... ››› more
  • [12 May 2020]
  • 3 Checks to Protect Your Portfolio as Airlines Crash and Burn…
  • It was quite a week for airline stocks. It started with the announcement from Warren Buffett that Berkshire Hathaway had sold stakes in four major US airlines: United, Delta, Southwest and American Airlines. This is an exceptionally uncharacteristic move from the legendary value investor. Firstly, Buffett is all about “buy and hold”. He rarely sells investments unless, the prospect... ››› more
  • [07 May 2020]
  • Use this technique to “reset” your portfolio for optimal performance
  • Have you ever experienced a flat tyre while driving? You can feel the car lose balance on the side of the flat tyre. To fix it, you would replace the flat with a spare. And doing this, brings back the balance of car. Well just how you would rebalance your car by replacing the flat tyre, you do exactly the same with your investment portfolio. Rebalancing in investment terms is the proce... ››› more
  • [14 February 2020]
  • 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]
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