A full half-year in!

For the background to this series of posts: herehere and here. And the summary:

  1. Small investors have some investing options.
  2. You can invest occasionally in lump sums (the once-off investors) or monthly through debit orders (the monthly investors).
  3. As for things to invest in, I’m a general fan of low-cost equity-index-tracker ETFs (as is Warren Buffett). But there are other possibilities as well.
  4. This series of posts is there to see which would work out well.
  5. Then there are some indicators at the end. Just to get a feel for what things are good to know.

The Once-Off Investors

Week 26:

Once Off Investor Returns

In pictures:

Graph of Once Off Investors Week 26

You’ll see that Naspers isn’t having the best week (which is having an indirect impact on the Satrix). That’s mainly because of the build-up to the Alibaba IPO on Friday (I explained why last week – Alibaba: Open SesaNYSE).

The Monthly Investors

Their Week 26:

Monthly Investor Returns

In pictures:

Graph of Monthly Investors Week 26

The Indicators

Indicators Week 26

The exchange rate looks like it’s stabilising:

USD ZAR exchange rate graph

Although the daily movements in the last week would not have made you think that. Here’s the Yahoo graph of the last five days:

Thanks Yahoo
Thanks Yahoo

Clearly, the market had a prolonged moment about the bad current account numbers (tsk).

This had some impact on the stock market (although, to be honest, I feel like Naspers had a lot more to do with the dip – it fell by 7%ish in the last week, after all):


That said, I think that the current account/exchange rate story did have a lot to do with weakness in the bond market:

10 Year Government Bond Yield

Oil prices continue to spelunk.

Oil Price Graph

Which might feel like fuel prices could be on the drop. So I did a quickie graph to show the impact of the ZAR exchange rate offset:

ZAR Oil Price

Which is really saying that the oil price is not that different (in Rand terms) to where we were four months ago.

Gold and platinum:

Gold and Platinum Graph

Which has to be one of the dullest graphs ever – even slightly depressing. But then I realised that’s probably because the scale is set wrong.

So here they are, revised:

Gold and Platinum Revised Graph

This obscure downward trend…

Until next week!

Rolling Alpha posts opinions on finance, economics, and the corporate life in general. Follow me on Twitter @RollingAlpha, and on Facebook at www.facebook.com/rollingalpha.