Uncategorised

Update No. 2 – 10/04/11

Posted on by tony
Current Period
Apr 01 2011
Current Price
Since inception
EGP Fund No. 1
1.00000
1.01702
1.70%
EGP20
1000.00
Posted in Uncategorised
Regular Updates

Update No. 1 – 03/04/11

Posted on by tony
Current Period
April 01 2011
 Current Price
Since inception
EGP Fund No. 1
1.00000
1.00116
0.12%
EGP20
1000.00
Continue reading →
Regular Updates

Investment Principles & Shareholder Guidelines

Posted on by tony

I had said I wouldn't make a post this Sunday, but I am finally able to submit the Investment Principles & Shareholder Guidelines, those who have secured one of the initial places in the foundation format can contact us to receive the form. The contact details are in the document, please call us before committing cash, because we are limited to 20 shareholders under our foundation (Pty Ltd) structure, and we don't want the cash for the July 1 issue to hit our account until the last part of June.

Continue reading →
Uncategorised

What If?

Posted on by tony
One of the statements I've often heard used by those who try to justify their compulsive ‘undersaving’ or ‘underinvesting’ is “what if I get hit by a bus tomorrow”, or some such morbid, doom-saying prediction.  The inference here is that life is full of uncertainty, so better to enjoy the full measure of your discretionary income in the here and now, than to sock some money away and risk the prospect of leaving behind some inheritance by accident should an unexpected disaster befall you.
Continue reading →
Posted in Uncategorised
Uncategorised

Valuing Companies Part 2

Posted on by tony
You may have noticed I do a lot of 2 part posts.  The reason being is that I start off with a short sharp investing principle I think readers might enjoy, and by the time I’ve typed it out, it runs to 3 pages and is too big for a single post.
 
Posted in Uncategorised
Uncategorised

Analysts Top Picks

Posted on by tony
I am frequently critical of the funds management industry, as I pointed out in my post, routinely, when you factor fees into the equation, over 80% of managers fail to beat the most suitable benchmark.  The key reason for this is fees & charges, of course, but it at least warrants consideration of how useful the advice of brokers/analysts in general is.
 
Posted in Uncategorised
Uncategorised

The Importance of Benchmarking

Posted on by tony
The S&P/ASX200 TR index (my preferred benchmark) finished calendar 2010 at 34,518.53 points.  If you are a market follower, you will have heard many commentators saying the market was down in 2010.  This is a mistake often perpetrated on an unsuspecting market by an (in my opinion) uninformed ‘commentariat’.
 
Posted in Uncategorised