Educational and learning materialTrader insights

The Unique Advantage of Equity Investment

Terry Smith, Chief Executive of Fundsmith, recently wrote an article featured in the Financial Times about how equity investment has a unique advantage in the investment world and we can’t agree more. Have a read below and let us know your thoughts! The Unique Advantage of Equity Investment Investment in stocks and shares — equities

How to start investingSA markets and economyTrader insights

iManaged Portfolio beats JSE ALSI by more than 100%!

The iManaged General Equity Portfolio returned 16% for the 12 months to March 2017, more than double the 3% return on the JSE All Share Index. The portfolio’s return over 5 years is an impressive 17% per year compared to the Alsi’s 12%. With 17% compound growth it means your portfolio could have doubled in 4

Educational and learning materialEventsSA markets and economyTrader insightsUncategorized

The Zuma Rubicon!

On 8 July this year I wrote a blog called “Trying to make sense of this market routing”. The JSE just experienced a big fall and everybody was worried. I explained that if you see different scenarios developing in the equity market and Bond market, trust the Bond market. The Bond market is much more

Educational and learning materialSA markets and economyUS markets and economy

Structured Products – Low Risk With Gearing

A structured product is a pre-packaged investment product based on an underlying instrument like a single share or a basket of shares. In many cases the product will provide a capital guarantee if it is held to maturity plus enhanced gearing in the upward performance of the underlying instrument, capped at a maximum profit. How

Daily market wrapsEducational and learning materialSA markets and economyTrader insights

The Morning Digest – so much info every day.

The Sanlam Private Wealth Morning Digest is filled with data, information and commentaries, available every day from Sanlam iTrade Online. You can have the Morning Digest emailed to you every morning. Just register as a trading client or an iView client and select the option in “User Settings” under “Trading & Portfolio”. iView access is

iTrade Fantasy LeagueSA markets and economy

Explaining stop-loss orders (and how we’ve used them in the iTrade Fantasy League Portfolio)

As we explained on Friday we placed stop-loss orders on all the shares in our iTrade Fantasy League portfolio on Facebook to limit our losses. Billiton triggered on Friday and we sold all 180 shares at R255 per share. On Monday the price is down another 1% or R2.50, but we are not participating in

Educational and learning materialiTrade Fantasy LeagueSA markets and economy

Focus on ETFs – here are the basics

What is an ETF? An ETF is a type of fund which owns the underlying assets (shares or equities, bonds, oil futures, gold bars, foreign currency, etc.) and divides ownership of those assets into shares. Shareholders do not directly own or have any direct claim to the underlying investments in the fund; rather they indirectly

Educational and learning materialSA markets and economy

Investing in Tax Free Savings Accounts (TFSA) – what’s the fuss?

Everybody’s talking about it at the moment: Tax Free Savings Accounts, or TFSAs. Why should you be looking at this and how does it work? It is imperative that every citizen makes use of this opportunity. The savings over the long term will be substantial. If possible you should open an account for every family

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