Educational and learning materialWannabe iTrader

Learning to trade – our Wannabe iTrader gets ready…

Having recently won the Sanlam iTrade’s “Wannabe iTrader” competition on LinkedIn, I immediately started digging into the exciting and adrenaline-filled world of day trading. As I studied Investment Management at university, I am quite familiar with the technical terms, theories, hypotheses and jargon of investing and I’m also passively buying shares when I have a

Educational and learning materialWannabe iTrader

Our first Wannabe iTrader!

Say hello to the first ever Sanlam iTrade Wannabe iTrader, Pieter Kriel! Pieter is a 29 year old entrepreneur from Cape Town. He has a financial background from his studies (BCom Honours  at Stellenbosch University as well as CFA Level II). He has worked in financial accounting and also spent some time as a Senior

SA markets and economy

The JSE defies gravity …. for now!

As I wrote in my previous blog post, iTrade Fantasy League Announcement, share prices on the JSE have run far ahead of earnings expectations. The JSE All Share Index increased by more than 30%, from 38,000 on 24 June 2013 to 50,000 in May 2014. This was much more than earnings (profit) growth with the

Educational and learning material

iTrade Fantasy League Announcement

Gerhard Lampen, the head of Sanlam iTrade, consults regularly with the Director of Investments for Sanlam Private Investments, Alwyn van der Merwe, regarding the timing of investing the R1m of the Fantasy League Portfolio. There are major risks for us if the portfolio makes a loss by the end of the investment period, November –

Educational and learning materialFrom Sanlam iTrade clients

From the horse’s mouth: 10 tips on trading online successfully

Anyone can make money on the stock exchange by trading online, but it is a never-ending learning curve and investors should be prepared to make mistakes – many of them. This is according to a 70-year-old client of online trading platform Sanlam iTrade, who has in the short space of two years seen a relatively small

SA markets and economyTrader insightsUS markets and economy

Trouble in China!

Why you should still be careful investing in resource shares. “Resource shares are so cheap now, should I buy?” I get the question from clients often and the subject is debated in the SPI investment meetings regularly. I have expressed my worries about growth in China a few times on TV and Twitter. A new

SA markets and economy

What is the reason for the surprise interest rate hike?

The only reason for the rate hike that I can understand is if it is part of a concerted EM action. We know that most of the emerging markets increased rates recently: Brazil, India, Russia, Turkey, etc. With interest rates in the US and Europe likely to stay this low until H2 2015, higher yields

Educational and learning materialiTrade Fantasy LeagueSA markets and economy

How the iTrade Fantasy League portfolio outperformed the JSE All Share Index

In what was probably a world first, Sanlam iTrade asked Facebook fans to choose 20 shares and manage the portfolio for nine months. We invested R1m in the shares chosen and the portfolio outperformed the JSE All Share Index! The JSE Index increased by 13% from March to November and the iTrade Fantasy League portfolio

Global investment research

Balance of Payments, Syria, strikes and putting money back.

South Africa’s Balance of Payments data  was announced today. The Current Account deficit amounted to 6.5% of GDP versus 6.2% expected and 5.8% in the first quarter. Please refer back to my previous Blog about the Balance of Payments, The Lucky Quarter. A few points on the release. I am more worried about the Capital

SA markets and economyTrader insightsUncategorized

Time to take money off the market?

28 August 2013 The JSE had quite a spectacular run over the last two months. The Allshare Index gained 14% since 24 June to 26 August and slipped 2% over the last two days. The major engine this time was the Resources sector. The Resi Index shot up 22% from 5 July to 26 August.