In March 2009 the phrase ‘green shoots’ from Ben Bernanke sent global markets rocketing higher, until the Euro Zone debt crisis sent world markets back into a frump. Last week we saw Central Banks from around the world co-coordinating, and once again global markets are flying; but is it real, will this really save us or is it another band-aid? Will we see another recession in 2012, or lacklustre growth that may as well be a recession? The short answer is that it’s impossible to know with any certainty, and with this in mind, the last JSE Power Hour of the year sets out to help us invest in a recession, so if things don’t pan out well we’ll be prepared.

On Thursday at 17h30 Viv Govender from Vunani Private Clients will present the JSE Power Hour – Investing in a recession. He will look at the likelihood of a recession, cover past ones, what worked during those periods and suggest strategies to consider if we do find ourselves in another recession. This is a not-to-be-missed final event for the year and you can attend the actual presentation at the JSE by booking here, or attend the webinar by booking here.

In the past week we had our second index futures webinar, covering Trading ALMI index futures (mini ALSI). The ALMI is a great starter product for those wanting to ultimately trade the big brother ALSI index futures. It is less risky than ALSI, but not without some of its own risks around market maker, liquidity, spread and costs.

Keith Mclachlan also did his last event for the year: Price Earnings (PE) Model - case study on Pick n Pay. It’s a great hands on look at using the PE ratio and helps investors to understand the pros and cons of this quick (and dirty) valuation model.
 

Coming up
 

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

Monday 12th Dec at 8pm - FX holiday trading

Week that was

Trading ALMI index futures (mini ALSI)
 

Price Earnings (PE) Model - case study on Pick n Pay

Trading ALSI index futures
 

Money tip
 

Do you have young children? One day their education is going to cost a fortune. Why not get the entire family to chip in and buy them an investment product, such as a Satrix ETF, rather than individual gifts that will be forgotten before the end of the holidays? This truly is the gift that keeps on giving and will one day help them get that quality education which every child deserves.

All the best

JustOneLap.com
twitter.com/JustOneLap
facebook.com/JustOneLap
 

This is it folks - our final newsletter for 2011. Finally the end of the year is drawing near and I for one have plans. Big plans that mostly include doing nothing on a beach with a drink or twelve close at hand. I will also, as always, use the end of year to review my investing and saving strategy, reflect on how 2011 worked out and decide what, if any, changes I want to make for 2012. In part the strategy is to save as much as possible and for my investments to outperform my benchmark, which is the Top40 index. Some years the market wins, that's how it is. But over time you need to be beating the market more often than not, otherwise you're better off just buying the market via ETFs.
 
I will also be reviewing my trading, looking at what worked and deciding how I want to trade in 2012. Ideally I want to trade less, as that leaves me more time to do real things and importantly, less trading means less fees and commissions.
 
I also want to extend a huge thanks to everybody for the support and encouragement for JustOneLap - this venture really has exceeded expectations. It is still all about "Know your money - Grow your money" and hopefully you get a little smarter with every webinar and video. Please continue to send us your suggestions and ideas and we promise to deliver some exciting developments in 2012. If you're on Twitter or Facebook follow and/or like us and join the conversation as we grow these communities.
 
We do have a last webinar for 2011: on Monday at 20h00 Alweyn Burger will be covering FX holiday trading for when the liquidity is low.
 
Last week Viv Govender, Portfolio Manager at Vunani Private Clients, did an excellent webinar on Investing during a recession. Nobody knows for sure whether we will or won't have a recession; but this is essential viewing for just in case we do as it'll help reduce worry and show us how to profit from a recession.
 
Our first webinar for 2012 is on 10 January at 13h00 as we update the 2011 JOL Momentum Portfolio and start tracking the stocks for 2012. In the second half of January 2012 we will be back up to full speed with a bunch of new webinars. Until then…  

Coming up

Monday 12th Dec at 8pm - FX holiday trading

Tuesday 10th Jan at 1pm - JOL Momentum Portfolio 2011 & 2012

Week that was

Investing during a recession

Trading ALMI index futures (mini ALSI)

Price Earnings (PE) Model - case study on Pick n Pay

Trading ALSI index futures

All the best and be safe over the holidays

JustOneLap.com

twitter.com/JustOneLap

facebook.com/JustOneLap