The Ultimate Guide to Investing Offshore for South Africans.
If you’re a South African wanting to know about investing offshore or in US-listed companies, this blog post is for you. Investing in foreign markets can be a great way to diversify your portfolio and potentially increase your returns. By the end of this post, you’ll have a better understanding of the opportunities available […]
Lockstep’s Monthly Update – February 2023
Our Funds’ Performance for December 2022 Premium Fund The Premium Fund was down -3.8% for February 2023 and is up +5.4% Year-to-Date. The Value Fund The Value Fund was down -2.9% for February 2023 and is up +7.3% Year-to-Date. Performance vs the Market The S&P 500 and Nasdaq Composite were down -2.6% and […]
Lockstep’s Monthly Update and 1 Year Anniversary
Our Funds’ Performance for January 2023 Premium Fund The Premium Fund was up +9.6% for January 2023 and is up +2.5% since launching in February 2022. The Value Fund The Value Fund was up +10.5% for January 2023 but is down -3.1% since launching in February 2022. Performance vs the Market Today marks the 1st anniversary of […]
Lockstep’s Monthly Update – December 2022
Our Funds’ Performance for December 2022 Premium Fund The Premium Fund was down -0.6% for December 2022 and -6.5% since launching in February 2022. The Value Fund The Value Fund was down -1.7% for December 2022 and -12.3% since launching in February 2022. Performance vs the Market Both our funds significantly outperformed the […]
Lockstep’s Monthly Update – November 2022
Our Funds’ Performance for November 2022 Premium Fund The Premium Fund was up +1.1% for November 2022 and is down -6.0% since launching in February 2022. The Value Fund The Value Fund was up +6.9% for November 2022 and is down -10.8% since launching in February 2022. Performance vs the Market The S&P […]
Lockstep’s Monthly Update – October 2022
Our Funds’ Performance for October 2022 Premium Fund The Premium Fund was up +12.2% for October 2022 and is down -6.9% since launching in February 2022. The Value Fund The Value Fund was up +10.3% for October 2022 and is down -16.5% since launching in February 2022. Performance vs the Market Both the […]
The Insanity of the Stock Market
(As published on Biznews) As soon as people hear what I do for a profession the common line of questioning goes something like this; “Given what you do, is now a good time to buy?” “Is now a good time to sell?” “Given all that is going on in the world should I be in […]
Lockstep’s Monthly Update – September 2022
Our Funds’ Performance for September 2022 Premium Fund The Premium Fund declined -9.6% for the month and is down -17.1% since the fund was launched in February 2022. The Value Fund The Value Fund declined -13.7% for the month and is down -24.3% since the fund was launched in February 2022. Performance vs the Market […]
The Value Fund Monthly Update – August 2022
Performance for August 2022 The Value Fund was down 4.8% for August 2022 and is down 12.4% since the fund started in February 2022. The Premium Fund, which we opened up to members in August, was up 1.5% for the month but is down 8.2% since the fund started, also in February 2022. Performance […]
The Value Fund Monthly Update – July 2022
Performance for July 2022 The Value Fund increased 16.3% in July 2022 and is down 7.9% since the fund started at the beginning of February 2022. Performance vs the Market The fund outperformed both the S&P 500 and the Nasdaq Composite Indices both of which were strongly up 9.1% and 12.3% respectively for the month. […]
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