Jsedirect With Simon Brown

#302: Spot the losers

Informações:

Sinopsis

“Brought to you by Absa ETFs” Simon Shares I mentioned last week it had been a negative first quarter for the Top40 and it just continues weaker with the current theory being trade wars. Looking at the charts of the main indices it looks ugly and we're now some 15% off the all-time highs of November. A proper correction that may still go lower and my sense is we're close to the end of the sell off. I also asked last week how we could select winning fund managers. The answer I got back was mostly that you can't. A few gave very detailed answers mostly revolving around finding the best managers - but scant details on how we spotted these quality managers. Total return ETFs and CGT. Complicated. Win a book with The Fat Wallet Show. Upcoming events; JSE Power Hour: Investing in the best of SA Inc.  Spot the losers Steinhoff (JSE code: SNH) announces that their property portfolio is only worth half what they thought. Boom there goes another R16billion. I cautioned when this story broke that bad news would b