Premium: Biccard’s timely warning is a nudge to restructure the BizNews portfolio

LATEST ON BIZNEWS RADIO: John Biccard advises a return to JSE's 'Lucky Sevens', says structural change means Nasdaq darlings can drop by half. (For Spotify, click here).Some important decisions loom for the BizNews model share portfolio. Yesterday delivered more evidence that we need to take big steps come noon on Tuesday 27th when the next portfolio update webinar is scheduled. (click here to register if you haven't already done so)..___STEADY_PAYWALL___.The concept of backing Exponential Growth Companies, mostly US-based, served us well since the BizNews Share portfolio launched in December 2014 – it has grown from R2.25m to R9.5m in almost eight years. But the trend isn't indefinitely your friend. Flags have already been vigorously waved by BizNews regulars Piet Viljoen and Sean Peche..After my front row seat at yesterday's investing masterclass with John Biccard, it's impossible to ignore these warnings to restructure the portfolio. Highly respected money manager Biccard explained brilliantly why our portfolio had done so well – but also why it could drop by 50% or more in the year ahead. Given his track record, we're listening..You should too. Click here to access the podcast. It may be the best half an hour you've invested this year. Certainly felt like that to me..More for you to read today: .The Global Economy Has Become a Battlefield. Post-Cold War global economic integration brought rising standards of living but also greater vulnerabilities. Why Is the Dollar So Strong? American Innovation. Periods of strengthening or weakening of the dollar haven't obviously coincided with the economic cycles. Something else has been going on.Russia Withdraws More Forces From Northeast Ukraine as Kyiv Presses Advance. Following strong gains in recent days, Ukraine's progress slows as it begins to consolidate control.iOS 16 Is Here. The iPhone Update Brings a Screen Makeover, Message Editing and More. Apple finally lets you customize your lock screen with layouts, colors and fonts. Plus, new messaging tools improve everyday use..Paul O'Sullivan says he'll vote ANC as other parties will be more corruptIn this riveting fireside chat at the fourth BizNews Conference, Paul O'Sullivan relates his experience of struggles with corrupt politicians. He recalls various encounters with crooked police he was trying to bring down and gives his view on what really happened at Cyril Ramaphosa's Phala Phala farm, where a few million dollars were allegedly stolen from the president's residence, as well as many more interesting insights..NB FOR YOUR WALL STREET JOURNAL ACCESS….As a Premium subscriber you are entitled to full membership of wsj.com (normal price $29 a month). Be sure to action your access through the Premium link on the BizNews website. Because of The Wall Street Journal's credential requirements, be sure to create a password which has at least 8 characters and includes at least one letter and one number – NB it MAY NOT contain any special characters (ie #, !, @ etc). To maintain access to WSJ.com, you MUST enter our partner's website via Biznews Premium at least once a month. A final PS, if you had previously signed up for WSJ you'll need to clear the cookies from your device. Our helpdesk can assist –support@biznews.com.

Premium: Biccard’s timely warning is a nudge to restructure the BizNews portfolio

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