BN Portfolio Update: Out of Gold and EC10; into Lewis, FirstRand and Chubb (December 2025)
In this month’s BizNews portfolio update, editor Alec Hogg explains why he’s sold out of gold and the EC10 crypto basket and rotated into Lewis, FirstRand and US insurer Chubb. He unpacks BIS warnings of a gold bubble, the need for pure Bitcoin exposure, the green shoots in South Africa’s economy, Lewis’s hefty dividend track record and why Buffett-backed Chubb now joins the BizNews stable as a high-quality global insurance play.
If you don't have an EasyEquities account, click here.
Get access to live BizNews webinars and share portfolio updates by joining BizNews Premium. Register here.
Sign up for your early morning brew of the BizNews Insider to keep you up to speed with the content that matters. The newsletter will land in your inbox at 5:30am weekdays. Register here.
If you prefer WhatsApp for updates, sign up to the BizNews channel here.