ISEC

Independent Securities is a local and global share portfolio manager. Joburg, Stellenbosch & Pta. Comments not advice. Authorised FSP & JSE member.

[ISEC @Independent_Sec]

Naspers / Prosus versus Nasdaq and S&P 500 over 3 years in US$

[ISEC @Independent_Sec]

JSE Resources index up 52% for 2025!

[ISEC @Independent_Sec]

30% tariff for South Africa

[ISEC @Independent_Sec]

“In the short run, the market is a voting machine. In the long run, it is a weighing machine” – Benjamin Graham.

Markets fluctuate. Stay the course.

#Investments #Markets #Geopolitics #Assetmanagement

[Citywire South Africa @CitywireSA]

Portfolio managers, meet Nicole van den Munckhof, of @Independent_Sec.

This #CFP and ‘admin queen’ believes in delivering exceptional client experience and in buying great assets at a reasonable price.

#financialservices #Finance #WomeninFinance https://t.co/iTg67PpncV

[ISEC @Independent_Sec]

Regardless of the valuation method, growth assumptions, or interest rate projections, US stocks are trading at historically high valuation levels. Therefore, on a balance of probabilities, the returns from US stocks will be muted over the medium to long term.

In this Daily Maverick article, Simon Fillmore cautions investors to be patient, maintain a disciplined approach to weather the challenges ahead, and position themselves to capitalise on future opportunities.

#USStocks #equities #assetmanagement #investments #markets @dailymaverick

https://t.co/ZCzYA4uujL

[Simon Brown @SimonPB]

Despite stock jump Richemont still isn’t pricey and the new PPC WC plant with @alexduys

° What to expect in 2025 with Simon Fillmore @Independent_Sec

° Fees, there are no free lunches, but there are bad fees

https://t.co/chD6ft9PS5

[ISEC @Independent_Sec]

“You don’t have to know a man’s exact weight to know if he’s fat” - Warren Buffet.

Buffett’s point, which serves as a guiding principle for stock valuations, is that one doesn’t need precise calculations to discern whether the stock market is expensive or cheap.

#quotes #StocksToWatch #equities #markets #stockmarkets

[ISEC @Independent_Sec]

Nvidia share price returns:

1 year: 198%
3 year: 346%
5 year: 2741%
10 year: 30506%

[ISEC @Independent_Sec]

Joe Klopper, portfolio manager at Independent Securities, talks to @StephenGrootes on The Money Show about how the Trump win will impact South Africa and Emerging Markets.

If you missed it, you can listen to the interview here.

https://t.co/q6RzJxZt49

#USelection #SouthAfrica #EmergingMarkets #Markets #Assetmanagement
#Investing #Financialplanning @Radio702 @CapeTalk

[ISEC @Independent_Sec]

“Tump should be taken seriously, but not literally.” ~ allegedly Peter Thiel

[ISEC @Independent_Sec]

Joe Klopper weighs in on the longer-term impacts of a Trump victory with @SimonPB @Moneyweb

[Simon Brown @SimonPB]

Top Trump trades with @TraderPetri

° Joe Klopper: @Independent_Sec on longer term impacts of a Trump victory
° Niki Giles: Prescient Fund Services on AMETFs

https://t.co/DxkcjlTrUF

[ISEC @Independent_Sec]

How Will the U.S. Election Impact Emerging Markets And South Africa?

In this Business Day opinion piece, Joe Klopper, portfolio manager at Independent Securities, explores how Trump's policy positions will impact emerging markets and South Africa. If you missed it last week, you can read about it on the link below.

https://t.co/dtnm76I4Vf

#USelection #SouthAfrica #EmergingMarkets #Markets #Assetmanagement
#Investing #financialplanning

[ISEC @Independent_Sec]

How Will the U.S. Election Impact Emerging Markets And South Africa?

As the 2024 U.S. presidential election approaches, Donald Trump’s and Kamala Harris's opposing policies will impact the U.S. economy and global markets.

Against a backdrop of global monetary easing, a weakening US dollar, and waning US growth relative to the rest of the world, Joe Klopper, portfolio manager at Independent Securities, explores how the two candidates' differing policy positions will impact emerging markets and South Africa.

https://t.co/BEEmBg8Vvl

#USelection #SouthAfrica #EmergingMarkets #Markets #Assetmanagement
#Investing
#Financialplanning

[ISEC @Independent_Sec]

We are coining the term "Trumpaphoria" as the euphoric and bullish equity market sentiment following Donald Trump’s re-election as U.S. President, driven by the anticipation of his pro-growth economic policies.

[ISEC @Independent_Sec]

Are you living together with unintended financial consequences?

According to Our World In Data, marriage rates are slowly declining to 64% projected for 2020, down from 69% in 1970. As a result, more and more couples are opting to live together. It is no different in South Africa, but there may be unintended financial consequences.

Nicole van den Munckhof recently spoke to Jeremy Maggs on Hot FM about the unintended financial consequences of couples opting to live together and how to address them.

https://t.co/4lCt72ke9N

#Financialplanning #couples #finances #savings #budgets

[ISEC @Independent_Sec]

“Without great solitude no serious work is possible.” ~ Pablo Picasso

[ISEC @Independent_Sec]

The macroeconomic environment will likely favour emerging markets as the Fed pivots, and expected rate cuts in the US would likely weaken the US dollar. Countries such as India make a compelling investment case with long-term mega forces like a vast youthful population, a burgeoning middle class, and the rewiring of its supply chains through significant economic reforms and sectoral developments. Investors seeking to diversify their portfolios and capitalise on high-growth opportunities should consider geographic diversification in India.

#India #investing #fundmanagement #markets #assetmanagement

https://t.co/kzgB45tweT