The BizNews Share portfolio, launched in December 2014, has delivered spectacular returns for South African investors. Every month, BizNews founder Alec Hogg updates us on the latest developments at the companies whose stocks are held in the portfolio. Although the strategy has been to buy and hold, the portfolio has recently been restructured to focus more on South African equities and this month’s update indicates why this was a very good move indeed – with the portfolio sitting at an impressive compound annual growth rate of 18.3% in Rands and 12% in US Dollars since its inception.
In this webinar, Alec also pays special attention to the historic volatility we’ve seen in markets this year and how they’ve been impacted by geo-politics, with a focus on tech stocks and the general mood of Mr Market. Shares in the spotlight include CoreCivic, Palantir, TigerBrands and Total Energies. Alec also answers audience questions on opportunities in the semi-conductor and European equity spaces.
