Beware of over-diversification
Loading player...
'If you've going to put together a portfolio, try to keep it quite narrow,' says Sanlam's Nick Kunze.
Other recent episodes
'The bigger risk is that gold goes higher, not lower’
Ninety One’s George Cheveley says central bank buying, US fiscal strain and resilient margins could extend the gold rally.
From getting a foot in the door to investing in global giants
This idea of 'earning a dividend cheque while you slept' and having something to replace your income became quite appealing to me and a pretty big part of my investment strategy’ – Craig Antonie, chief investment officer of AnBro Capital Investments.
‘Don’t let something like Steinhoff derail you’ – Ashburton CIO
My philosophy is to invest when markets are dislocated, because companies might face challenges but whole industries won’t disappear forever: Patrice Rassou of Ashburton Investments.
Keep it simple, sleep well at night, get (very) good returns
Investment strategies that led to a 1 600% return on Nvidia for Ziyaad Sarang of Revego Fund Managers and Investec.
Does ‘bunking school and jumping off cliffs’ foretell future investing?
Erik Nel of Terebinth Capital shows how you can reach your destiny through avid reading and working towards it.