Investment Portfolio Performance Update and Market Trends

Explore the latest updates on investment portfolios, including a reflection on past performance, current market trends, and the impact of exponential companies. The data showcases gains and losses in both USD and Rand values, emphasizing the importance of staying informed and calm in volatile markets. The analysis covers key stocks such as Palantir, Prosus, Adobe Inc., and others, illustrating their month-on-month movements. Additionally, the Shyft portfolio exemplifies the fluctuating nature of investments, highlighting a mix of losses and profits. Overall, the information sheds light on the evolving landscape of investments and the dominance of exponential companies in the market.

• Investment portfolios
• Market trends
• Exponential companies
• Stock performance
• Financial analysis

ever Follow

Uploaded on Jul 01, 2024 | 0 Views

Download Presentation

Please find below an Image/Link to download the presentation.

The content on the website is provided AS IS for your information and personal use only. It may not be sold, licensed, or shared on other websites without obtaining consent from the author. Download presentation by click this link. If you encounter any issues during the download, it is possible that the publisher has removed the file from their server.

Presentation Transcript

1. Definitely NOT 9 lost years (Webtrader portfolio 9yrs: CAGR 12.2% in $; 18.8% in Rand) BizNews Share portfolio update Webinar presentation by Alec Hogg of BizNews.com 28 November 2023

2. Nine years later basic thesis still holding Rand/$ Starting point 5 Dec 2014 Portfolio starting value - Dollars Portfolio starting value - Rand Rand/$ 31 October 2023 Rand/$ 28 November 2023 CAGR since Dec 2014 US Dollar Rand STARTING AT NOW 11.27 200,000 2,254,000 18.82 18.70 18.70 569,702 10,653,431 12.3% 18.8%

3. Accelerating since the pandemic RETURNS JSE S&P 500 NASDAQ 2019 2020 2021 2022 2023 8.2% 28.9% 38.0% 4.1% 16.3% 47.6% 24.1% 26.9% 26.6% -0.9% -19.4% -33.0% 3.6% 18.7% 46.1% Return by 100 units OUTPERFORMANCE JSE S&P500 NASDAQ 108.2 128.9 138.0 112.6 149.9 203.7 139.8 190.2 257.9 138.5 153.3 172.8 143.5 182.0 252.4 n/a 27% 76% Source Kevin Lings, Stanlib

4. Cracking month of November reminds us to stay calm Month on month moves Palantir (PLTR - NYSE) Prosus (PRX - JSE) Adobe Inc (ADBE - NAS) NVIDIA (NVDA - NAS) ASML Holdings (ASML - NAS) Microsoft (MSFT - NAS) Amazon.com (AMZN - NAS) iShares MSCI Europe Financials (EUFN - N IBM (IBM - NYSE) FirstRand (FSR - JSE) Reunert (RLO - JSE) iShares MSCI Japan (EWJ - NYSE) Total Energies (TTE - NAS) Purple (PPE - JSE) AECI (AFE - JSE) Xero (XRO - ASX) Lesaka (LSK - JSE) 31-Oct 28-Nov % Increase 14.69 522.82 526.94 411.61 588.88 337.31 132.71 18.17 142.63 61.28 58.50 58.25 66.95 0.65 109.38 67.83 82.80 19.08 619.01 619.27 482.42 688.38 378.61 147.73 20.03 155.57 66.63 63.00 62.56 68.70 0.64 106.50 65.56 69.10 29.9% 18.4% 17.5% 17.2% 16.9% 12.2% 11.3% 10.2% 9.1% 8.7% 7.7% 7.4% 2.6% -1.5% -2.6% -3.3% -16.5%

5. Shyft portfolio emphasizes the point INVESTMENT IN RAND $10 000 14 December 2021 @ R15.99 $10 000 20 January, 2022 @ R15.24 $10 000 23 February, 2022 @ R15.13 TOTAL VALUE IN RAND June: $23 248 @R18.52 July: $25 091 @R17.69 August: $23 729 @ 18.87 Sept: $23 359 @ 18.92 Oct: $23 648@18.82 Nov: $26 823@R18.70 Profit in Rands 159,900 152,400 151,300 463,600 June - loss 7.2% July - Loss 7.1% August - Loss 3.2% Sept - Loss 4.7% Oct - Loss 4.0% Nov - Profit 8.2% 430,552 443,860 447,766 441,952 445,055 501,384 8.20%

6. Exponential companies keep reflecting dominance Source Bloomberg

7. But BN Webtrader portfolio shows thats distorted Holding Cost US$ Cost R 1,046.51 344.29 4,265.49 142.81 996.33 61.69 9,581.33 184.78 11,869.90 564.52 2,313.35 Date Total Cost (US$) Total Cost Price now (US$) Price now Mkt Value (US$) Mkt Value (ZAR) 955,785 925,166 902,125 842,752 750,481 732,930 729,562 690,638 656,508 594,250 529,467 504,000 494,341 477,905 476,903 235,138 % rise % rise (ZAR) % Portfolio (ZAR) (ZAR) 1,169.87 374.56 9,021.25 356.80 7,080.01 66.63 11,580.35 2,762.55 12,872.71 619.01 2,909.16 63.00 69.10 1,284.69 1,225.97 ($) iShares MSCI Japan (EWJ - NYSE) iShares MSCI Europe Fin (EUFN - NAS) NVIDIA (NVDA - NAS) Palantir (PLTR - NYSE) Microsoft (MSFT - NAS) FirstRand (FSR - JSE) Adobe (ADBE - NAS) Amazon.com (AMZN - NAS) ASML Holding (ASML - NAS) Prosus (PRX - JSE) IBM (IBM - NYSE) Reunert (RLO - JSE) Lesaka (LSK - JSE) Total Energies (TTE - NAS) Xero (XRO - ASX) Purple (PPE - JSE) 817 2,470 100 2,362 106 11,000 58.27 19.16 237.36 9.12 77.00 3.41 518.86 16.40 642.86 29.92 129.35 2.41 4.03 48.06 98.65 0.09 31-Jan-23 31-Jan-23 31-Jan-23 31-May-22 31-Aug-17 27-Sep-22 24-Jul-23 05-Dec-14 24-Jul-23 26-Sep-23 31-Jan-23 27-Sep-22 26-Sep-23 27-Sep-22 26-Jan-21 28-Apr-21 47,605 47,331 23,736 21,550 8,162 37,553 32,688 4,100 32,786 28,719 23,542 19,289 28,830 17,878 38,377 32,307 854,995 850,385 426,549 337,306 105,616 678,590 603,624 46,195 605,365 541,938 421,029 348,560 542,244 323,060 717,650 472,394 62.56 20.03 482.42 19.08 378.61 3.56 619.27 147.73 688.38 33.10 155.57 3.37 3.70 68.70 65.56 0.03 51,112 49,474 48,242 45,067 40,133 39,194 39,014 36,933 35,107 31,778 28,314 26,952 26,435 25,556 25,503 12,574 7% 5% 12% 9% 111% 150% 611% 8% 21% 1395% 9% 9% 8% 8% 7% 7% 7% 6% 6% 6% 5% 5% 5% 4% 4% 2% 103% 109% 392% 4% 19% 801% 7% 11% 20% 40% -8% 43% -34% -61% 63 250 51 960 182 8,000 7,154 372 389 367,403 8% 10% 26% 45% -9% 48% -34% -50% 43.57 75.80 868.44 1,801.45 1.29 0.64 CASH TOTAL 8,314 569,702 155,480 10,653,431 1% 185% 373% 100%

8. Even more evident with the BN Shyft portfolio BIZNEWS SHYFT PORTFOLIO at 28 November 2023 Instrument Units Total Cost* Price now Value Profit/loss % Portfolio Palantir iShares MSCI Japan ETF Adobe Inc ASML Holdings Microsoft Uber Amazon.com IBM Lesaka Technologies Cloudflare Microstrategy Proshares Bitcoin ETF 232 50 2,065 2,924 2,613 2,765 1,738 1,250 1,544 1,323 1,481 1,433 481 452 19.08 62.56 619.27 688.38 378.61 56.06 147.73 155.57 3.65 73.95 495.38 18.40 4,427 3,128 3,096 2,754 2,272 1,906 1,773 1,556 1,416 1,035 495 294 114.3% 7.0% 18.5% -0.4% 30.7% 52.4% 14.8% 17.6% -4.4% -27.7% 3.0% -34.8% 17% 12% 12% 10% 8% 7% 7% 6% 5% 4% 2% 1% 5 4 6 34 12 10 388 14 1 16 Cash TOTAL 2,671 26,823 10% 100% 30,000 -10.6%

9. Changes this month BN Webtrader portfolio Portfolio changes $ R Cash brought forward 6,941 130,634 Sales AECI Shares Price R Received - R 426,000 R 4000 106.50 426,000 Cash brought forward - R 556,634 Purchases - R Prosus Lesaka Price R R619.01 69.10 Cash paid - R 201,178.25 199,975.40 325 2894 Cash brought forward - Rand 155,480

10. And coming soon on Shyft DAX opens its doors

11. Contact: alec@biznews.com support@biznews.com Facebook: alechoggza LinkedIn: alechogg Twitter: @alechogg Online: BizNews.com Youtube: BizNews TV Spotify and iTunes: BizNews Radio Pic: Greg Beadle