Global Share Portfolio: Invest In Biznews For Future Success

The BizNews Global Share portfolio was launched in December 2014 and has delivered spectacular returns for South African investors. The portfolio is designed to provide investors with local knowledge and a global context to keep up with the rapidly changing world. The portfolio includes investments in US exponential growth stocks and carefully selected JSE-listings, with companies such as Apple, Adobe, Netflix, and Amazon. The BizNews Share portfolio is managed by founder Alec Hogg, who provides monthly updates on the latest developments and adjustments to the portfolio. With a strong track record and a strategic approach, the BizNews Global Share portfolio offers a compelling opportunity for investors seeking global diversification and strong returns.

Benefits of the BizNews Global Share portfolio

The BizNews Global Share Portfolio has delivered impressive returns for South African investors since its launch in December 2014. Here are some key benefits of investing in this portfolio:

Diversification

The portfolio offers a diverse range of investments, including US exponential growth stocks and carefully selected JSE-listed companies. This diversification helps to spread risk and maximise potential returns.

Impressive Track Record

The BizNews Global Share Portfolio has a proven track record of strong performance. For example, in November 2017, just shy of its third anniversary, the portfolio had grown from $200,000 to $331,181. Even during turbulent times, such as the sharp deterioration in the value of the Rand, the portfolio has consistently delivered positive returns.

Expert Guidance

The portfolio is guided by BizNews founder Alec Hogg, who provides monthly updates and insights on the latest developments at the companies whose stocks are held in the portfolio. Hogg's expertise and experience help investors make informed decisions and navigate the complex global investment landscape.

Access to Global Opportunities

Investing in the BizNews Global Share Portfolio gives you access to investment opportunities around the world. With the world changing rapidly, having a global perspective is crucial. The portfolio allows you to invest in foreign shares without the typically high costs and complexity.

Long-Term Strategy

The BizNews Global Share Portfolio follows a long-term buy-and-hold strategy, inspired by the approach of legendary investor Warren Buffett. This strategy helps to reduce the impact of short-term market volatility and focuses on delivering consistent, long-term returns.

Top-performing stocks

The BizNews Share portfolio, launched in December 2014, has delivered impressive returns for South African investors. The portfolio is tech-heavy and has included top-performing stocks like Apple, Adobe, Netflix, and Amazon.

In January 2020, Apple, Adobe, and Netflix were the top-performing stocks, with Adobe being a recent addition to the portfolio in June 2018. Amazon was also a super performer in April 2017, and the portfolio purchased Apple stocks in June 2020.

The BizNews Global Share portfolio has benefited from the inclusion of US exponential growth stocks, which made up about two-thirds of its assets as of September 2021. The portfolio has seen overall growth, with a 35% annualised return in June 2018 and a 44% increase in June 2020, despite January of that year being a historically poor month for global shares.

The portfolio has also included stocks like Novo Nordisk, a global insulin market leader, which gained access to the US market with its weight loss product. Metrobank, or 'the Capitec of the UK', was added to the portfolio in November 2017, contributing to its strong performance.

Overall, the BizNews Share portfolio has been a successful investment vehicle, providing South African investors with robust returns and a well-diversified range of top-performing stocks.

How to manage your investments

Diversify your portfolio

Diversifying your portfolio across different industries, asset classes, and geographic regions can help spread risk and mitigate potential losses. Regularly review your portfolio to ensure it aligns with your investment strategy and make adjustments as needed.

Stay informed and adapt to market changes

Keep yourself updated on market trends, industry news, and economic indicators that may impact your investments. Be prepared to adapt your strategy and make necessary adjustments to your portfolio when market conditions change. Stay open to new investment opportunities and be willing to explore emerging sectors and asset classes.

Practice disciplined investing

Develop a well-defined investment plan and stick to it. Avoid making impulsive investment decisions based on short-term market fluctuations. Instead, focus on your long-term goals and maintain a disciplined approach to buying and holding shares. Monitor your investments regularly and evaluate their performance against predefined metrics to make informed decisions.

Monitor and review your investments regularly

Regularly review your investment portfolio to track its performance and ensure it aligns with your financial goals. Stay up-to-date with news and developments related to the companies in your portfolio. Monitor key performance indicators, industry trends, and market sentiment to identify potential risks and opportunities. Seek insights from reputable sources, such as BizNews, to make more informed investment decisions.

Manage risk and protect your capital

Risk management is crucial to successful investing. Understand your risk tolerance and incorporate risk mitigation strategies into your investment plan. Diversification, setting stop-loss orders, and investing in assets with a strong track record of performance can help protect your capital. Regularly assess the risk associated with your investments and make adjustments to maintain a balanced portfolio.

The importance of local knowledge with global context

The world is changing fast, and to keep up with the pace of change, investors need to be equipped with local knowledge and an understanding of the global context. This is especially important when investing in a global share portfolio, such as the BizNews Global Share Portfolio, which offers exposure to foreign markets and assets.

Local knowledge is crucial for investors to make informed decisions about specific markets and assets. It provides insights into cultural, regulatory, and economic factors that may impact investments. For example, understanding the local business environment, political stability, and consumer behaviour can help investors identify risks and opportunities that may not be apparent from a purely global perspective.

On the other hand, global context is essential to understanding the interconnectedness of markets and the broader economic landscape. It helps investors identify trends, assess the potential impact of geopolitical events, and diversify their portfolios to manage risk effectively. By considering both local and global factors, investors can make more informed decisions and potentially improve their investment outcomes.

The BizNews Global Share Portfolio, launched in December 2014, has demonstrated the value of combining local knowledge with global context. The portfolio has delivered impressive returns, benefiting from the interplay between local and global factors. One notable example is the addition of Metrobank, dubbed "the Capitec of the UK," which contributed to the portfolio's strong performance.

By embracing local knowledge and global context, investors can navigate the complexities of international investing more effectively. They can identify emerging markets with strong growth potential, manage currency exchange rate risks, and access new investment opportunities. Ultimately, this approach enables investors to make more strategic decisions, diversify their portfolios, and potentially enhance their long-term investment returns.

Strategies for buying and holding shares

The BizNews Global Share portfolio is a tech-heavy portfolio that has delivered spectacular returns for South African investors since its launch in December 2014. The portfolio is based on a buy-and-hold strategy, a passive investment strategy where investors buy stocks and hold them for long periods, ignoring short-term market fluctuations.

Advantages of the Buy-and-Hold Strategy

This strategy has several advantages, including:

• Simplicity: It is simple to execute and does not require constant monitoring of investments.
• Minimal risk of investor error: The simple strategy of buying and holding reduces the risk of tactical errors.
• Tax efficiency: By holding stocks for the long term, investors can defer capital gains taxes and benefit from favourable long-term tax rates.
• Long-term returns: Historical data proves that this strategy can lead to exponential gains over time, as demonstrated by the success of the BizNews portfolio and investors like Warren Buffett.
• Reduced trading: Minimising trading reduces costs associated with trading and the risk of trading errors.

Disadvantages of the Buy-and-Hold Strategy

However, there are also some disadvantages to consider:

• Opportunity cost: Buying and holding ties up large amounts of capital, and investors may miss out on other investment opportunities.
• Time-intensive: This strategy requires a long-term commitment, and it may take years to see significant growth.
• Poor risk management: Some buy-and-hold investors neglect to rebalance their portfolios, leading to poor risk management and the potential for buying high and selling low.
• Inability to profit from market volatility: Volatile markets can present buying opportunities, but a fully invested buy-and-hold strategy may not have the capital to take advantage of these short-term opportunities.
• Susceptibility to market crashes: While this strategy can lead to substantial gains, it can also result in significant losses during prolonged bear markets or market crashes.

Key Considerations for the Buy-and-Hold Strategy

When employing a buy-and-hold strategy, it is important to:

• Focus on strong business fundamentals and management when selecting stocks.
• Make investment decisions based on long-term investment theses about the companies.
• Be willing to hold through bull and bear markets, understanding the inherent risks and potential rewards.
• Diversify your portfolio to protect against risk and mitigate the impact of poor-performing stocks.
• Remember that this strategy requires discipline and a long-term commitment.

In conclusion, the buy-and-hold strategy is a passive investment approach that has proven successful for many investors, but it requires careful consideration of the advantages and disadvantages before implementation.

Frequently asked questions