Custodian|DFM

Do you use Share Portfolios #PSPs or ETFs in your Client Solutions? Contact Custodian DFM to find out more about the benefits. info@dfm.co.za

AI taking over SAAS / Software players...is it an over reaction, should we be piling into Defensives and dumping Software names? What if they both traded on a Fwd PE of ~23x...which one would you prefer?

Missed our webinar this week? View it now for the insights of @ginsglobal, @jc_louw and Camissa Asset Management. 2026 Investment Outlook youtu.be/1cB67ZALOJg?si… via @YouTube #investing

Will 2025’s strong returns continue in 2026? Join the Brenthurst Wealth webinar on 21 Jan at 16:00 for our 2026 #InvestmentOutlook with Magnus Heystek (Investment Strategist) and three fund managers: • Anthony Ginsberg (HAN-Gins Global Megatech) • Colin Adams (Camissa Alpha Equity) • JC Louw (Custodian Global Equity & Balanced) Don’t miss it. bwm.co.za/seminars-webin… @BrenthurstSA @jc_louw @ginsglobal

SA’s largest actively managed #balancedfunds reduced returns through stock selection, according to JC Louw of @CustodianDFM. Jaco Visser shares details from Louw, here. #investmentinsights #financenews #investments citywire.com/za/news/negati…

Major Equity Indices versus its own 50 Day Moving Averages (& Constituent Analysis) 50 Day Moving Average (DMA) Explanation: If the index is above the 50DMA, it suggests an upward trend; momentum is strong, and investors may feel optimistic. If the index is below the 50DMA, it signals a potential downtrend; investors may be more cautious. If the index crosses above or below the 50DMA, it can indicate a shift in trend, signaling potential buying or selling opportunities. How to read the "Percentage of Members with Price > 50 Day Moving Avg" A high percentage of stocks above their 50DMA signals broad market strength and a healthy rally, while a low percentage indicates market weakness and potential trouble. Data: BLOOMBERG & @DFMGlobal Explanations: ChatGPT

SARB MPC Meeting - Interest Rate Announcement - REPO Rate CUT by 0.25% from 8.00% to 7.75% - PRIME Overdraft Rate to change by 0.25% from 11.50% to 11.25% This is IN LINE with expectations. (Summary of the MPC meeting to follow below)

Using @ETFSA data, new Global #ETF adds of 279, FOR THE MONTH alone, is around 3-times the TOTAL number of #ETFs we have in SA! Investing in ETFs is constantly improving with more options and lower costs every month, thanks to increased choice and competition! #JSE #Investing

Globally Listed ETF Update: 30 September 2024 A very big number of ETFs added in Sep24! - Another 279 new Global #ETFs were added in Sep24 alone - There were 3,913 new ETFs listed since Dec21 - That's an average of 119 new #ETF listings PER MONTH since Dec21 Data by: BLOOMBERG

MSCI Emerging Markets - Year To Date US$'m Flows (Using iShares ETFs as Proxy) Data: BLOOMBERG #ETF #ETFs #Investing #iShares

Globally Listed ETF Update: 30 August 2024 - Another 144 new Global #ETFs were added in Aug24 - Average of 114 new #ETF listings PER MONTH since Dec21 - There were 3,634 new ETFs listed since Dec21 Investment Product Alternatives continue to grow rapidly. Data by: BLOOMBERG

Globally Listed ETF Update: 30 July 2024 - Another 188 new Global #ETFs were added in Jul2024 - Average of 113 new #ETF listings per month since Dec2021 - There were 3,490 new ETFs listed since Dec2021 Investment Product Alternatives continue to grow rapidly. Data by:BLOOMBERG

Updated SA Bond NET Foreign Purchases/(Sales) for 2024, as recorded by the JSE and reported by Bloomberg. Strong change in trend since the Elections. (BLOOMBERG & @DFMGlobal )

SARB MPC Meeting - Interest Rate Announcement - REPO Rate was kept UNCHANGED at 8.25% - PRIME Overdraft Rate to remain UNCHANGED at 11.75% This is IN LINE with expectations. (REPO and Meeting Summary Enclosed)

Now thats a better trend in Net Foreign Purchase/(Sales) in SA Bonds, as measured by the JSE, by Bloomberg.

US FACTOR Return Monthly Analysis - 30Jun24 (using Vanguard #ETFs as Proxy) Growth 2nd consecutive month in the lead. Unfortunately the same "consistency" (lagging) by the Value Style #ETF. #Investing #PersonalSharePortfolio #PSP

#Boutique CEO: Consistently delivering average ‘transforms into #excellence’. ‘Leave your ego by the door. No one’s bigger than the market. If you think you’ll outperform the market, you’ll fail. Keep it #simple. Know your strengths.’ @jc_louw #fixedincome citywire.com/za/news/boutiq…

#MSCI Emerging Market Region #ETFs Year To Date [YTD] US$'m Flows as at 30June24 (Bloomberg)

Looking at the few SA Equity RELATIVES: 1) Summary (showing overbought in mostly SA Inc names and oversold in mostly Dual/ZAR Hedge names) 2) Indi25 (J211) vs Top40 (J200) 3) Fini15 (J212) vs Top40 (J200) 4) Indi25 vs Fini15 Data: @DFMGlobal & Bloomberg