The Portfolio’s Performance for August 2023 The Portfolio (aka The Value Fund) declined -7.7% for August but remains up +14.3% Year-to-Date. Note: We are no longer reporting on the Premium Fund as it is closed to existing members only.    …

Our Funds’ Performance for July 2023 Premium Fund The Premium Fund delivered an impressive return of +8.9% in July, bringing the Year-to-Date performance to +10.7%. Value Fund (aka The Portfolio) The Value Fund had an evening stronger showing, achieving a gain…

Our Funds’ Performance for June 2023 Premium Fund The Premium Fund was up +12.5% for June 2023 and is up +1.72% Year-to-Date. The Value Fund The Value Fund was up +11.0% for June 2023 and is up +13.0% Year-to-Date.  …

  A Brief History Innoviva (INVA) was founded in 1996 as Theravance Inc. Its main focus was discovering and developing drugs to combat several diseases, including respiratory. In 2002 Theravance and GSK collaborated to develop and commercialise respiratory drugs, which…

Our Funds’ Performance for May 2023 Premium Fund The Premium Fund was up +0.9% for May 2023 and is down -9.6% Year-to-Date. The Value Fund The Value Fund was up +0.8% for May 2023 and is up +1.7% Year-to-Date.  …

  Our Funds’ Performance for April 2023 Premium Fund The Premium Fund was down -2.2% for April 2023 and is down -10.4% Year-to-Date. The Value Fund The Value Fund was down -1.4% for April 2023 and is up +0.9% Year-to-Date.…

  Our Funds’ Performance for March 2023 Premium Fund The Premium Fund was down -13.0% for March 2023 and is down -8.3% Year-to-Date. The Value Fund The Value Fund was down -4.6% for March 2023 and is up +2.4% Year-to-Date.…

For those who follow the market, you would have noticed banks’ share prices taking a hammering on  Friday. The reason behind these stocks selling is because of one bank located in Santa Clara, California, called Silicon Valley Bank (SVB). This…

  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.…

  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.…

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…

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…

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…

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…

(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…

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…

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…

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…

Performance for June 2022 The Value Fund declined 15.39% in June 2022 and has declined 20.79% since the fund started in February 2022. Performance vs the Market On paper, June’s performance is horrific, especially when compared to the market as…

“The ability to simplify means to eliminate the unnecessary so that the necessary may speak.” – Hans Hofmanm

The Value fund was up 3.86% for May 2022 and is down 6.38% since the fund's inception at the beginning of February 2022.

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Performance for April 2022 The Value Fund declined by 8.9% in April 2022 and is down by 9.9% since launching in February 2022. It was a brutal month for the markets as the S&P and Nasdaq composite declined by 8.8%…

It's during the difficult times that opportunities present themselves

“Be fearful when others are greedy. Be greedy when others are fearful.” – Warren Buffett