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Posted: 4 November 2011 - 0 comment(s) [ Comment ] - 0 trackback(s) [ Trackback ]
Category: Trading
We update our momentum portfolio this week and it's doing great. Excluding costs it was +17.56% from 1 January 2011 to close 1 November 2011 against the Top40 index off 0.9%.
 
The beauty of this system is its simplicity. On 2 January 2011 we just buy the top 5 winners in the Top40 from the previous year and hold them for the year.
 
For 2011 the 5 stocks are; KIO, MSM, CFR, SHP & TRU.
 
You can find the video here.
 

Total votes: 0
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Posted: 7 November 2011 - 2 comment(s) [ Comment ] - 0 trackback(s) [ Trackback ]

Bank charges - everybody hates them. We're in no doubt that we're being ripped off but equally we're never sure if the grass is any greener at another bank and we stress about the trouble of changing banks. I'd usually jokingly suggest that you get a piece of the action by buying a bank share - so you're being ripped off on the one hand and you’re making money on the share. But in all seriousness, we do need to manage our bank charges otherwise we're throwing money away. The latest edition of FinWeek has their annual survey of banking charges and it's worth a read, but more importantly it is worth you shopping around. Speak to your bank and see if they have a cheaper option for you, navigate their fee structure and see if you can reduce your charges and maybe even consider changing banks. These days most banks will handle moving your debit orders and salary payments for you if you switch banks.

In the week ahead we have another JSE Power Hour by the superb Adrian Saville on Thursday at 17h30. This time his topic is Cannon Super Dogs. He goes looking for those shares nobody loves, has a good look at them and decides which are worth buying - a truly contrarian strategy but one that has worked well for him over the last decade. As always, Adrian will also let you know which super dogs he is buying, so it'll be time well spent. If you're in Johannesburg you can attend the event live, booking is here.

The past week was packed, starting with an updated our Momentum Portfolio for Q3 2011. We've been running this very simple portfolio for all of 2011 and so far it is whipping the index. As of 1 November 2011 the Top40 was off 1% year to date while the momentum portfolio was +17.5%! An awesome return and the methodology is simple and easy and working.

 

We also did a webinar on Trading Agricultural Futures. For most this is a totally new product but it’s one I am definitely going to start trading as they are absolutely uncorrelated to the stocks or indices I currently trade. The products are simple enough, albeit with some quirks (trading day ends at 12pm, they have a delivery month and price limits), and this webinar explains everything you need to know.

Keith Mclachlan started us down the valuation road with a webinar on Valuations: Price Earnings (PE) Model. It’s an easy yet powerful tool and he runs through the pros and cons of using the PE ratio. His next webinar will go into some case studies using the PE ratio and he's asked that people email us with stocks you'd like him to cover - contact him via the team page.

Coming up

Thursday 10th Nov at 5.30pm - JSE Power Hour: Cannon Super Dogs

Wednesday 16th Nov at 1pm - Trading JIBAR Futures

Week that was

Beating the index, Momentum Portfolio for Q3 2011

Trading Agricultural Futures

Valuations: Price Earnings (PE) Model

 

All the best

 

JustOneLap.com

twitter.com/JustOneLap

facebook.com/JustOneLap

 


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Posted: 13 November 2011 - 0 comment(s) [ Comment ] - 0 trackback(s) [ Trackback ]

Exchange Traded Funds (ETFs) have been in the news recently, with some commentators suggesting that they're not for everybody or ideal. The argument goes that a successful investment manager should beat the index and as such do better than an index tracking ETF. I can't argue with that logic, but the issue is, how does the average person find the successful investment manager? Where do they even start looking? What questions should they ask? How do they evaluate the answer? For me the answer is easy - stick to ETFs; they do what they promise and deliver index tracking returns with low costs and very little effort. To find out more, watch the selection of videos about ETFs on the JustOneLap site.
 
On Wednesday at 13h00 we have a live webinar on Trading JIBAR Futures. Many people are going to first ask, "what's JIBAR". Well the long name is Johannesburg Interbank Agreed Rate, which doesn't help a whole lot. In short they are interest rate products and a great addition to a trader or investor’s portfolio. They can be traded and once again offer fairly uncorrelated moves relative to equity markets, but they also offer the ability to hedge interest rates. They are a great product, well worth finding out more about. Booking is here.
 
Last week the brilliant Adrian Saville, CIO of Cannon Asset Managers, did a webinar for the JSE Power Hour on the Cannon Super Dogs of the JSE portfolio. He looks for down and out companies that are likely to recovery and offer great returns - true contrarian investing and best of all he points us in the direction of a couple of his preferred picks.

Coming up

Wednesday 16th Nov at 1pm - Trading JIBAR Futures

Monday 21st Nov at 8pm - FX Correlation trading

Week that was

JSE Power Hour on the Cannon Super Dogs of the JSE portfolio

Money tip

I am going to cheat here and direct you to a post by Maya Fisher-French titled 10 ways to avoid financial disaster this festive season. We all know the financial risks of the festive season, but what are we actively doing to manage that risk and arrive in 2012 with our credit cards intact? Start planning and coming up with ideas to have a great time without busting the bank.

 

All the best

 

JustOneLap.com

twitter.com/JustOneLap

facebook.com/JustOneLap

 


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Posted: 21 November 2011 - 0 comment(s) [ Comment ] - 0 trackback(s) [ Trackback ]

It seems everybody wants to be a trader. However the lure of 'get rich quick' often ends up in getting poor quicker. The theory is easy enough to learn but the discipline and money management is where most novice traders stumble - aside from the psychology challenges, which most are completely unprepared for. As a novice trader there is a lot to get right, but at least start with a stop loss, as this will help protect your capital while you navigate the tests Mr Market throws at you. We have a number of videos on stop loss theories and you'll find them here. Watch them and remember that theory is only part of the battle; fear and greed are the real biggies.

We're kicking off a series of Index Futures webinars this week, starting on Tuesday at 13h00 with Trading ALSI Index Futures (we'll follow up the week after with the mini version - Trading ALMI index futures). ALSI futures are undoubtedly a high risk trading product, but they're certainly the best product for traders in SA. Cheap trading costs, huge volumes and tight spreads make for a trader’s dream.

On Monday at 20h00 Alwyn Burger will come up with another trick for FX traders - FX Correlation trading. In short, what can the crosses between GBP/USD, USD/CHF and GDP/CHF tell us? Is it all about supply and demand, or are they linked? Alwyn will help us understand and add another arrow into our FX trader bow.

Last week we had a webinar on Trading JIBAR futures. At a first glance it seems complicated, but in reality it’s a very simple product for hedgers, traders and investors. Best of all is the lack of correlation with equity markets, making JIBAR futures a perfect addition to your arsenal.

Coming up

Monday 21st Nov at 8pm - FX Correlation trading

Tuesday 22nd Nov at 1pm - Trading ALSI Index Futures

Tuesday 29th Nov at 1pm - Trading ALMI index futures (mini ALSI)

Week that was

Trading JIBAR futures

JSE Power Hour on the Cannon Super Dogs of the JSE portfolio

Money tip

Every day when you get home put any change you have into a draw - a locked draw! Even if it's only a couple of Rands every day, by year end this could well be over a thousand Rand and will certainly help with the holiday expenses.

 

All the best

JustOneLap.com

twitter.com/JustOneLap

facebook.com/JustOneLap

 


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Posted: 28 November 2011 - 0 comment(s) [ Comment ] - 0 trackback(s) [ Trackback ]

Our vote for the best instrument for local traders without a doubt goes to the ALSI index futures; cheap, highly liquid and tight spreads with enough volatility to make a profit intra-day or on an end of day system. Of course novice traders should learn to walk before they run, as lack of strategy or discipline here will result in losses in double quick time. To help people get ahead with the ALSI we have a number of videos here and we’ll be adding a lot more in 2012 (strategic and practical).
 
For those not interested in trading, we have a bunch of videos on investing from the simple (the JOL Momentum Portfolio, which is massively out preforming the index) to the more advanced, starting with the Four Pillars of Fundamental Investing. You can check out the list of fundamental videos here.
 
The week ahead starts on Monday at 20h00 with Keith Mclachlan’s last webinar for the year, covering Price Earnings Model - practical. The example he’ll be using is Pick n Pay and this webinar follows on from his earlier Price Earning (PE) Model webinar, as part of his look at different valuation models. We also have more videos for online viewing and downloading on the PE ratio – find them here.
 
Then on Tuesday at 13h00 we will be doing a webinar on Trading ALMI index futures (mini ALSI). The ALMI tracks its bigger brother, the ALSI, but at one-tenth the risk (and reward). As such, it is a perfect training ground for those new to index futures or those wanting to test new strategies or their own discipline.

Coming up

Monday 28th Nov at 8pm - Price Earnings Model - practical

Tuesday 29th Nov at 1pm - Trading ALMI index futures (mini ALSI)

Thursday 8th Dec at 5.30pm - JSE Power Hour: Investing in a recession

Week that was

FX Correlation trading

Trading ALSI index futures

Money tip

Everybody knows that they need to save – it is an absolute given. But the first savings we need to tackle is our short-term debt. Your credit card debt is likely to be costing you around 18% (or even more), so by paying off this debt as quickly as possible you essentially earn the 18% you would otherwise be charged on the debt. So before you start saving, clear all that short-term debt – credit cards, store cards and overdraft - then when they’re paid up get rid of the cards and start your savings plan with a clean slate.

 

All the best

JustOneLap.com

twitter.com/JustOneLap

facebook.com/JustOneLap

 


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