Two bots trade monthly based on Bank of America's Global Fund Manager Survey. Each bot gets R25,000/month. Trades on the third Wednesday, one week after SA press coverage.
Going with the Herd — reads the BofA survey consensus and follows the crowd. If fund managers are overweight commodities and banks, the Herd buys JSE-listed commodity and banking stocks.
The Contrarian — does the opposite. Buys sectors fund managers are underweight (REITs when everyone hates property, bonds-proxy stocks when bonds are hated). Looks for value where others see risk. No stupid trades — just unpopular ones.
Data source: Survey themes reconstructed from SA press coverage (Moneyweb, BusinessTech, Daily Investor). Mapping to JSE tickers is deterministic — global theme → local sector → specific JSE stocks.