Road Freight Association CEO, Gavin Kelly suggests that SA should consider reviving and expanding Sasol to generate fuel oil from coal to mitigate possible fuel price hikes due to the Iran war. He says this would stop the country from depending on international markets.
Watch: https://t.co/Zc1pu7sBh5
#Newzroom405
“ETF Cheat Sheet: JSE Edition”
Bringing this back to the TL for all the new ppl
A quick guide to which ETF to use for SA markets, US market, Developed markets, Emerging market, Property, Bonds, Tech, AI, Commodities etc.
This is not an exhaustive list, pls do more research
BREAKING: AI can now analyze any stock like a Wall Street analyst (for free).
Here are 10 insane Grok prompts that replace $2,000/month Bloomberg terminals: (Save for later):
5. AI Stock Screener
“Create a screening checklist for identifying high-quality stocks based on valuation, growth prospects, financial health, competitive advantage, and risk factors. Then use the checklist on this stock: [name].”
🇿🇦📈Here are the top 5 Best Performing ETFs in South Africa over the last year:
1. Satrix RESI ETF: 148.62%⛏️
2. NewGold Issuer Platinum ETF: 136.30%⚒️
3.1nvestPlatinum ETF: 133.56%⛏️
4. 1nvestRhodium ETF: 105.04%⚒️
5. Satrix Shariah Top 40 ETF Units ZAR: 94.13%📊
Do you own any of them?🧐
👇
If you had invested R10,000 in @EastplatsLtd just one month ago, today that investment would be worth over R23,000, up 130%+ in a single month.
Stretch the timeline a bit further and the numbers become even more telling. Over the last 3 months, the share is up 180%+ that would worth around R28,000. Over 6 months, it’s up 470%+ that is R57,000. On a 12-month view, Eastern Platinum is up 510%+ which means your R10 000 investment would be worth around R61,000.
What I’m trying to show here isn’t a stock tip, it’s a pattern that��s clearly forming in the markets right now. Mining, minerals, and resource companies are experiencing a strong re-rating cycle, driven by commodity prices, supply constraints, and renewed global demand.
Eastern Platinum Ltd is listed on both the Toronto Stock Exchange and the Johannesburg Stock Exchange, which has also helped attract broader international capital flows into the stock.
I’m not saying mining will be the only driver of markets in 2026, but it is increasingly positioning itself as a major growth engine. The upward trend across precious metals, industrial metals, and resource producers is becoming harder to ignore.
Markets move in cycles. In 2024–2025, AI dominated the conversation. In late 2025 and into 2026, resources are reclaiming attention.
pay attention to where capital is flowing, not just what’s trending on social media.
Not financial advice. For education and market observation only.
What’s your investment strategy? ETFs/funds only or do you buy direct shares as well?
How do you position your portfolio across cash, SA equities, global equities and alternatives (target weighting)?
1. Save first so I always have a cash buffer to take advantage of opportunities and emergencies
2. Invest in my Tax free Investment account where I hold various Exchange Traded Funds ( local for dividend income and offshore for growth)
3. Discretionary investments this is where I dabble in Individual shares (local and offshore)
4. Crypto, impact farming and other
Capitec is a great business, no doubt. But FINI gives you exposure to Capitec and the rest of the major banks at the same time. You get diversification, steady dividends, and you are not betting everything on one name.
Sometimes owning the basket beats chasing the single star. FINI is doing exactly what it’s meant to do. I mean look at that performance
MY TOP 10 GROWTH PORTFOLIO POSITIONS ENTERING 2026
1. $RKLB building the future of space logistics
2. $CLPT providing a navigation platform for neurosurgeons
3. $JMIA scaling e-commerce & logistics across Africa
4. $EOSE building zinc storage built for nonstop compute
5. $ASTS building the communications layer that monetizes space-based connectivity
6. $TMDX expanding organ care through a growth fleet & network effect
7. $VKTX developing oral & injectable GLP-1s for obesity & diabetes
8. $SOFI becoming a full-stack digital bank positioned for a liquidity upcycle
9. $IONQ positioning quantum as the overflow layer once classical compute hits physical limit
10. $IREN building compute at industrial scale
If you want to outperform the markets in 2026 you need to have these 10 picks in your portfolio…
1. $ONDS ~ Building the next generation of autonomous defense and security using AI.
2. $ZETA ~ Enables AI powered customer intelligence and marketing automation.
3. ~ $RKLB - Building the future of space logistics via launch, satellites, & space infrastructure.
4. $ASTS ~ Building the communication layer that monetizes space based connections.
5. $IREN ~ Developing low cost, renewable powered centers for AI.
6. $NBIS ~ Delivering AI infrastructure for high performance workloads.
7. $PATH ~ Automates enterprise works flows with software robots.
8. $TSLA ~ Scaling autonomous driving, robotics, and energy systems on an AI platform.
9. $OSCR ~ Disrupting health insurance with tech driven plans focused on cost efficiency.
10. $LMND ~ Reinventing insurance with an AI based core.
These stocks will greatly outperform the entire market this year with their AI connections…
2025 | Selected items for South African investors.
JSE had a great year, with the Resi flying – led by Sibanye (+303%), the goldies & PGMs.
Indi held back by the retailers (-26%) Spar, MrPrice, TRU, TFG were worst offenders.
Banks: +21.8%. Telecoms did well: +67%.
Aaallmost time for my stock performance for the full year (will share tonight).
SA doing very well now that the markets have ended with +100%.
Surprised by Sibanye with +304%, and pretty chuffed with my property plays of Growthpoint (+45%) and Redefine (+42%).