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
Were you following the iTrade Fantasy League this year? This time around, the JSE kept us on our toes. The volatility of the 2015 market had us dancing around, investing in shares and selling when stop-losses triggered. That worked well for us, especially in Resource shares where we avoided big losses by getting out early.
Coronation Fund Managers was founded in Cape Town, South Africa in 1993. The company is an investment-led, owner-managed business, with staff ownership of 24%. The company is also an active investment manager with a long-term valuation-driven investment approach. Because of the JSE going mostly sideways or down and the fact that they are value
Steinhoff (SHF) reached a profit of R10,000 in our iTrade Fantasy League portfolio this month, by far the best performer. One of the reasons for this performance is its intended listing on the Frankfurt Stock Exchange in December this year and its expected inclusion in the DAX Index. STEINHOFF is an integrated discount retailer that
When Sanlam iTrade started in 2007 the online trading market was very small. To increase awareness and interest among savvy South Africans, we knew we needed to focus on education around the online trading environment. And to guarantee a competitive edge, we knew we needed to offer a personalised service – and that is exactly what we
That is always a difficult call to make. The JSE All Share Index fell 4,000 points or 7.4% in 6 weeks from 24 April to 9 June. The low on 9 June briefly breached the 200 Day Moving Average (red line on the price chart), but fortunately bounced back the next day. Since then we
Eish, what a month and bit we had. After making an all-time record high on 24 April when the All Share Index closed above 55,000 points for the first and only time so far, we have been on a slippery slope. The JSE corrected more than 6% from its high causing many stop-losses on our
ANG, AMS, MDC, RDF, BVT still firmly entrenched in their downward trends – iTrade Fantasy League Update
You might wonder why we are not fully invested in the top four shares in every sector according to the Facebook voting lists in our iTrade Fantasy League. You select the shares, but we select the timing and stop-loss levels to limit losses and thereby enhance the profits of the portfolio. Here is a wrap-up
The slide on world markets and the JSE caused another 3 stoplosses to trigger on Thursday in Anglos, Bidvest and Sanlam. On Wednesday Discovery and Mediclinic triggered stop-losses. The end result is that our iTrade Fantasy League portfolio is now in the red by R8,000, but nearly half of it is now in cash. Investing
Today the stoploss on Aspen triggered on our iTrade Fantasy League when it declined to R370. That was 8% below the high reached only two weeks ago. Our portfolio only made a loss of only 3% because we adjusted our stoploss to 8% below the high. The MACD indicator is also giving a sell signal.