Webtrader Portfolio Update: Breaks Above R10m with Weaker Rand Protection - BizNews Share Portfolio

Webtrader portfolio experienced growth above R10m with a weaker rand protection, showcasing a CAGR of 12.0% in $ and 18.7% in Rand over 8.75 years. Share values fluctuated, with some surprising top performers this month, including AECI, CoreCivic, NVIDIA, and more. Recent additions of ASML and Adobe have further strengthened the portfolio, moving towards exponential growth. Additionally, the BizNews Share Portfolio saw significant value increase and rise in market value. These updates were presented in a webinar by Alec Hogg of BizNews.com on 22nd August 2023.

• Webtrader Portfolio
• BizNews
• Share Portfolio
• Rand Protection
• Portfolio Growth

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1. Portfolio breaks above R10m weaker rand protection (Webtrader portfolio 8.75 yrs: CAGR 12.0% in $; 18.7% in Rand) BizNews Share portfolio update Webinar presentation by Alec Hogg of BizNews.com 22 August 2023

2. Shares under pressure, but rand offsets that reverse Webtrader portfolio Value: July $549 821 @R17.69 = R9.73m August $537 558 @R18.86 = R10.14m

3. Value of long-term: Webtrader portfolio best in 18 months

4. Webtrader portfolio some surprise performers this month Month on month moves AECI (AFE - JSE) CoreCivic (CXW - NYSE) NVIDIA (NVDA - NAS) Amazon.com (AMZN - NAS) Total Energies (TTE - NAS) TigerBrands (TBS - JSE) Reunert (RLO - JSE) IBM (IBM - NYSE) FirstRand (FSR - JSE) Adobe Inc (ADBE - NAS) Absa Group - (ABG - JSE) ASML Holdings (ASML - NAS) Purple (PPE - JSE) iShares MSCI Japan (EWJ - NYSE) iShares MSCI Europe Financials (EUFN - NAS) Xero (XRO - ASX) Microsoft (MSFT - NAS) Palantir (PLTR - NYSE) 25-Jul 22-Aug 103.96 10.32 469.67 134.68 62.68 162.39 59.30 142.28 71.68 520.47 179.60 662.52 % Increase 15.1% 90.36 9.50 446.12 128.80 60.57 157.14 57.98 139.54 70.65 523.91 184.07 684.28 0.89 62.50 20.04 80.69 345.11 16.32 8.6% 5.3% 4.6% 3.5% 3.3% 2.3% 2.0% 1.5% -0.7% -2.4% -3.2% -3.4% -5.0% -5.1% -5.3% -6.7% -11.2% 0.86 59.37 19.02 76.42 321.88 14.50

5. Webtrader portfolio star performers life the boat

6. Second tranche of ASML, Adobe purchases concluded Today s additions Purchase ASML ADOBE 16 at $662.62 21 at $520.47 $10 600 $10 930 Total holding today ASML Holding (ASML - NAS) Adobe (ADBE - NAS) 33 43 673.82 12,295.73 522.23 24-Jul-23 24-Jul-23 22,236 22,456 405,759 410,035 662.52 520.47 12,495.13 9,816.06 21,863 22,380 412,339 422,091 -2% 0% 2% 3% 4% 4% 9,535.70

7. Webtrader portfolio moving back towards exponentiality BIZNEWS SHARE PORTFOLIO - 22 August 2023 Holding Cost US$ Cost R 1,046.51 344.29 4,265.49 996.33 Date Total Cost (US$) Total Cost (ZAR) 854,995 850,385 426,549 105,616 678,590 337,306 46,195 723,790 348,560 421,029 323,060 472,394 352,940 343,640 334,660 219,106 405,759 410,035 Price now (US$) Price now (ZAR) 1,119.72 358.72 8,857.98 6,070.66 Mkt Value (US$) Mkt Value (ZAR) 914,810 886,031 885,798 643,490 788,480 645,936 635,016 560,658 474,400 488,379 439,758 315,967 324,780 415,840 389,270 246,950 412,339 422,091 % rise % rise (ZAR) % Portfolio ($) iShares MSCI Japan (EWJ - NYSE) iShares MSCI Europe Fin (EUFN - NAS) NVIDIA (NVDA - NAS) Microsoft (MSFT - NAS) FirstRand (FSR - JSE) Palantir (PLTR - NYSE) Amazon.com (AMZN - NAS) Xero (XRO - ASX) Reunert (RLO - JSE) IBM (IBM - NYSE) Total Energies (TTE - NAS) Purple (PPE - JSE) TigerBrands (TBS - JSE) AECI (AFE - JSE) CoreCivic (CXW - NYSE) Absa Group - (ABG - JSE) ASML Holding (ASML - NAS) Adobe (ADBE - NAS) 817 2,470 100 106 11,000 2,362 250 389 8,000 182 372 367,403 2,000 4,000 2,000 1,375 58.27 19.16 237.36 77.00 3.41 9.12 16.40 98.65 2.41 129.35 48.06 0.09 9.77 4.75 9.26 10.06 673.82 522.23 31-Jan-23 31-Jan-23 31-Jan-23 31-Aug-17 27-Sep-22 31-May-22 05-Dec-14 26-Jan-21 27-Sep-22 31-Jan-23 27-Sep-22 28-Apr-21 27-Sep-22 27-Sep-22 27-Sep-22 28-Jun-22 24-Jul-23 24-Jul-23 47,605 47,331 23,736 8,162 37,553 21,550 4,100 38,377 19,289 23,542 17,878 32,307 19,532 19,017 18,520 13,832 22,236 22,456 59.37 19.02 469.67 321.88 3.80 14.50 134.68 76.42 3.14 142.28 62.68 0.05 8.61 5.51 10.32 9.52 662.52 520.47 48,505 46,979 46,967 34,119 41,807 34,249 33,670 29,727 25,154 25,895 23,317 16,753 17,221 22,049 20,640 13,094 21,863 22,380 2% -1% 98% 318% 11% 59% 721% -23% 30% 10% 30% -48% -12% 16% 11% -5% -2% 0% 7% 4% 9% 9% 9% 6% 8% 6% 6% 6% 5% 5% 4% 3% 3% 4% 4% 2% 4% 4% 108% 509% 16% 91% 1275% -23% 36% 16% 36% -33% -8% 21% 16% 13% 61.69 142.81 184.78 1,801.45 71.68 273.47 2,540.06 1,441.28 59.30 2,683.40 1,182.14 0.86 162.39 103.96 194.64 179.60 12,495.13 9,816.06 43.57 2,313.35 868.44 176.47 1.29 85.91 167.33 159.35 12,295.73 9,535.70 33 43 2% 3% CASH TOTAL 13,168 537,558 248,348 10,138,341 2% 169% 350% 100% Rand/$ Starting point 5 Dec 2014 Portfolio starting value - Dollars Portfolio starting value - Rand Rand/$ 25 July 2023 Rand/$ 22 August 2023 Compound annual growth rate since Dec US Dollar Rand STARTING AT NOW Portfolio breakdown USA: 40% SA: 26% Rest of world: 32% Cash: 2% 11.27 200,000 2,254,000 17.69 18.86 18.86 537,558 10,138,341 12.0% 18.7%

8. Last months adjustments to the Shyft portfolio Last month's sales Vanguard Value ETF 26@$146.96 Total Energy 18 @ $59.94 Cash on hand CASH AVAILABLE FOR PURCHASE Last month's purchases ASML Holding NV 4@ $691.25 Adobe Inc 5@ $522.40 CASH INVESTED IN NEW HOLDINGS $ 3821 1079 519 5419 2765 2612 5377

9. Bitcoin takes a tumble in August

10. Shyft portfolio at the end of August BIZNEWS SHYFT PORTFOLIO at 22 August 2023 Instrument Units Total Cost* Price now Value Profit/loss % Portfolio Palantir iShares MSCI Japan ETF ASML Holdings Adobe Inc iShares MSCI Europe Financials ETF ishares MSCI South Africa ETF Microsoft Amazon.com Uber IBM Cloudflare Microstrategy Proshares Bitcoin ETF 232 50 2,065 2,924 2,765 2,613 2,340 1,980 1,738 1,544 1,250 1,323 1,433 481 452 14.50 59.37 662.52 520.47 19.02 39.04 321.88 134.68 44.63 142.28 58.57 335.25 13.45 3,364 2,969 2,650 2,602 2,244 1,952 1,931 1,616 1,517 1,423 820 335 215 62.9% 1.5% -4.2% -0.4% -4.1% -1.4% 11.1% 4.7% 21.3% 7.6% -42.8% -30.3% -52.4% 14% 13% 11% 11% 9% 8% 8% 7% 6% 6% 3% 1% 1% 4 5 118 50 6 12 34 10 14 1 16 Cash TOTAL 90 0% 30,000 23,729 -20.9% 100%

11. BN Shyft portfolio influenced by the exchange rate 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 Loss in Rands 159,900 152,400 151,300 463,600 430,552 443,860 447,766 3.40%

12. 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