This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Global portfolio - Strong Rand impact

Loading player...

The BizNews Share portfolio, launched in December 2014, has delivered spectacular returns for South African investors. Every month, BizNews founder Alec Hogg updates the latest developments at the companies whose stocks are held in the portfolio. Although the strategy has been to buy and hold, the portfolio has seen some adjustments over the five and a half years since its creation. Today roughly two thirds of the assets are invested in US exponential growth stocks and the balance in carefully selected JSE-listings. This is the November 2020 update. Learn more about your ad choices. Visit megaphone.fm/adchoices

24 Nov 2020 10PM English South Africa Investing · Business News

Other recent episodes

BN Daybreak: SA National Shutdown; S&P best quarter in 6 years; Anthropic unbanned

South Africa's anti-immigrant national shutdown deadline arrived with violence in Johannesburg and the world watching. The S&P closed its best quarter in six years, Anthropic's export controls were quietly lifted overnight, and Tony Leon is not just firing back at John Steenhuisen - he's now weighing legal action.

1 Jul 12AM 17 min

Solly Moeng on the Steenhuisen bombshell and South Africa's national Shutdown

South Africa is not only dealing with a National Shutdown this week, but also with a couple of political hand grenades. In his latest chat to Chris Steyn, political commentator Solly Moeng his gives take on the alleged assassination attempt on Crime Intelligence (CI) boss General Feroz Khan just days…

30 Jun 11AM 17 min

BizNews Edge: Corné Mulder on Steenhuisen's fall: sympathy, not schadenfreude — and a warning for SA

Freedom Front Plus leader Corné Mulder gives BizNews the clearest outside read yet on the Democratic Alliance's implosion — tracing the Steenhuisen saga back to Trump's first executive order, the Oval Office "dim the lights" meeting, and a coalition built without a negotiated platform. Mulder explains why he feels sorry…

30 Jun 12PM 35 min

BN Daybreak: Rian Malan's letter to Helen Zille; Steenhuisen turns on the DA; Tesla self-driving

Author Rian Malan fires off a pointed open letter to Helen Zille on the anti-migrant marches sweeping South Africa, while a former DA leader breaks ranks on his own party just months before the 2026 municipal elections. Also today: oil jumps as Iran moves on the Strait of Hormuz, Tesla…

29 Jun 11PM 17 min

Rian Malan to Helen Zille: Behind the MoM marches lurks something far more dangerous

Rian Malan is the author of My Traitor's Heart — a bestseller translated into 11 languages, still in print decades after publication, and a book that drew praise from V.S. Naipaul, John le Carré and the New York Times as one of the most important works ever written about South…

29 Jun 11AM 32 min

All episodes