Category: Investor Diaries

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The Investor Diaries: Week 18

What’s happening with the investors: So not a lot has changed since last week. And the indicators: You’ll notice that the Repo Rate went up by 25 basis points? That came into effect last Friday. I find that very few people actually understand rate hikes, or why they happen, or how on earth they’re meant […]

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The Investor Diaries: Week 17

The investors: Just a reminder – the above are those investors that did a once-off “So I had R3,500 to invest, and this is what I did with it 17 weeks ago.” Below are those same investors, as if they’d continued to invest money (R1,000) each month (except for the Art Enthusiast, because, well, buying […]

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The Investor Diaries: Week 16

What’s happening with the investors: And the indicators:   Some points to notice: Naspers is busily hosting a comeback that may have included a single-day recovery of almost 5% – superseding even those FNB Share Builder fees! But the strange thing is that I can’t really understand why – so perhaps there’s a piece of […]

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The Investor Diaries: Week 15

What’s been happening: Everyone paid some fees (it’s the end of a quarter, after all). The end of the Platinum Strike dovetailed nicely into a Metalworkers Strike – and much complaining that the staff at Eskom can’t strike because supplying electricity is regarded as an essential service. The Satrix is doing awesomely well – both […]

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The Investor Diaries: Week 14

Hello all Here’s what’s been happening with the investors: And here are the indicators: The key take-home messages: After the platinum industry strike was declared over, the markets fell (which just goes to show how crazy and unpredictable markets can be). The inflation rate was revised upwards to 6.60%, so we could possibly be expect […]

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The Investor Diaries: Week 13

So here’s what has been happening: The Once-Off Investors The Monthly Investors The Indicators The Key Points Satrix is winning on both fronts (the first being that you invested once-off, the second that you’ve been investing money each month). Look at that oil price! This is what happens when the world is watching the birth-pangs […]

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The Investor Diaries: Week 12

First off, some results: You’ll notice that Naspers has had a splendid two weeks… Then some indicators: And you may also notice that almost nothing has changed since last week. It’s the second week of June – not exactly a hot time for new data releases. I gave it some thought over the last week, […]

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The Investor Diaries: Week 11

What’s happening with the Investors: And this week’s best performer: The Circumspect Whore. Which makes sense – because the second-best performer was the South African Rand in general. And since the db x-trackers MSCI World Index ETF tracks the performance of stocks in the developed equity markets, it’s effectively a foreign-currency investment (and/or a hedge […]

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The Investor Diaries: Week 10

What’s happening with the investors: If you just take a glance down the weekly return column, it looks a lot like some stuff stayed boringly constant this week (the Rand-Dollar exchange rate, the Naspers shares, the Nedgroup unit trust) – but you’d be deceived. The markets surged and fell back in the last week. So […]

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The Investor Diaries: Week 9

Firstly, some scores: You’ll notice that everyone, in general, had a good week. The general view: after the ANC won the election, everyone suddenly realised that “Oh yes, the ANC is actually quite pro-business!” And then Naspers had an awesome week after Tencent announced that its profits from online games and advertising were up by […]

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