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

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

JSE new highs technical analysis
Educational and learning materialSA markets and economyTechnical AnalysisTrader insights

Our Buy Signal on the JSE All Share Index was a Gem!

We first highlighted a potential buying opportunity on Sanlam iTrade Online’s Facebook, Twitter and LinkedIn on 19 January 2015. Then we posted this on Facebook on 26 January when the JSE All Share Index broke out of a symmetrical triangle, alerting a buying opportunity with a 4,000 point upside potential, 8%. This is what happened in

JSE All Share Index with Stochastic and moving average
Educational and learning materialSA markets and economyTechnical AnalysisTrader insights

JSE corrects 5%, should we worry?

On 29 July I wrote a Blog “JSE All Share up 37% in 13 months”. I ended with these words: “At some stage the JSE will correct, but with so many investors waiting for just such an event, the correction is likely to be small. When? If I knew that I would not be working

JSE Construction & Materials Index, Investment, shares, online.
Educational and learning materialSA markets and economyTrader insights

Long term prospects for Construction Industry on the up

We asked Olof Bergh, analyst from Sanlam Private Wealth, to reflect on the prospects for the Construction Sector. This is what he had to say: Engineered for success? After 7 years of significant underperformance we assess whether the construction sector has laid the foundation for future investment success. The construction sector has delivered terrible investment

Educational and learning materialTrader insights

Sentiment on social media turns negative for Capitec!

Capitec’s share price is coming under pressure after Moody’s downgraded Capitec’s debt rating to junk status. The share price dropped from R243 to R203 in two weeks after the demise of African Bank (Abil) and the rating downgrade. Capitec Bank share price drops! Topsy measures social sentiment and rates millions of microblogs (mostly tweets) as

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 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.

SA markets and economy

Don’t be fooled by the Lucky Quarter of our Balance of Payments!

So most economists were surprised by the narrowing of the Current Account deficit of the Balance of Payments from 6.5% of GDP to 5.8%, especially whilst forecasts expected it to widen to 7% or more. On top of that the Capital Account registered even bigger inflows than the 4th quarter while we were worried that