Wealth Creation - One Share at a time

 

Equity Investors

Long-term Investors

These are pure equity stock portfolios where information is provided for you to select the best companies to invest in for the long term (3-10 years). Investing is like the tortoise, slow moving and deliberate. You will eventually reach your destination and the risks are minimal.

Fundamental Investor

The strategy aims to identify shares of listed companies on the Johannesburg Stock Exchange that have sound and sustainable prospects for future growth. The core of the strategy selects stable shares for long term wealth creation and is not speculative in nature. The strategy is based on 80% fundamental analysis and 20% technical analysis most suited for the risk-averse investor as it is very conservative.

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Value Investor

The strategy aims to identify shares of listed companies on the JSE that are trading below their inherent worth and are incorrectly undervalued by the current market standards. This is a niche strategy which is in essence opposed to the efficient market hypothesis.

Thought process: to seek out true value and opportunity. 

Unfortunately, companies trading this low are few and far between.  

Investors seek out value for long term growth and sustainability.

  

 Dividend Seekers

The core of the strategy selects stable shares for long term wealth creation and is not speculative in nature. The strategy is based on 80% fundamental analysis and 20% technical analysis most suited for the risk-averse investor as it is very conservative. Investors seek to build the portfolio to provide sustainable income.

 Tax-Free Investments 

 

Medium-to-Long Term Investors

Equity Booster 

 

The strategy aims to identify shares of listed companies on the JSE that have a sustainable future growth potential. This strategy is ideal for any new investors starting to build a medium to long term portfolio. The Strategy follows the market leaders in the various sectors. It is also aimed specifically for investors with smaller equity accounts i.e <100K

 

  Short-term DerivativesFollow the White Rabbit

Specifically designed for the end-of-day traders of all levels of experience. Weekly trade calls are provided to for trading derivatives to maximize short-term profits. Short-term trading is like the rabbit of the investment world. Here you trade the markets up as well as down and follow the trends as it darts in different directions.

Daily and weekly updates are provided on the designated comms group.

Trading success comes to those who can be patient enough to wait for their opportunity to make the trade. In the game we play it is essential to pick your spots to trade. Learn to recognize the pattern we are in and what trades give you the best shot at being successful.

Trading is a numbers game and like any other game it will entice you to make trades. Our job is to pick the spots that are most advantageous to us. Don't over play or overbid your hand. There is never a reason to be afraid to trade but there are times that you don’t have the advantage. Those are spots where the technical trading gives you the best odds of winning. We want to stay away from no man’s land as there is no real direction to trade.

 Above all money management will keep you in the game. The discipline you use will help you protect your inventory and always keep you ready for your next winning trade. Make sure no matter what side of the market you choose to trade, you use the discipline to set your stops. In trading it’s always better to react rather than predict as markets will always follow the footprints.

       Commodity Trading

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Personalized Portfolio Analysis

Available to all Needle in the Haystack clients on an ad hoc basis.

We analyze your existing share portfolio for you and indicate where your strengths and weaknesses are for optimal growth and sustainability.

 


 

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