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November 21, 2024Making Sense Of Your Cents Investing Overseas – The Importance of Diversifying Your Portfolio
Extraordinary Profits From Ordinary Shares, Winning Stock Market Strategies
Geopolitical risks and massive market volatility are factors investors need to contend with. At times like this the importance of planning carefully and considering off-shore opportunities and idiosyncratic shares is clear.
It is critical for investors to have an international strategy.
Adding an off-shore equity/currency component to a South African portfolio reduces the risk and volatility of the overall portfolio. If any one currency or country enters a bear market, an investor will be protected by a diversified portfolio.
The best countries to invest in have fewer government regulations and interference, less government ownership, fewer trade unions, lower taxes and no foreign exchange controls.
A thoughtful allocation of capital that results in an ambivalent attitude towards political risks and currency moves is another way to avoid catastrophe.
Idiosyncratic growth stocks are an important building block in achieving this goal.
The profitability of these companies is driven by their own fundamentals, rather than macro-economic condition, like the Us-China trade war.
At Fenestra we tailor client’s portfolios according to their individual needs. And the service is close and personal. Clients will never have to talk to a computer.
We consistently steer our clients away from risky investments and towards great companies. In the process we have protected our clients from the worst calamities, e.g. Steinhoff and African Bank. Since inception in 1992 Fenestra has regularly outperformed the market, as measured by the All-Share Index. In 2018, another good example, Fenestra did not buy or hold any of the worst 20 performing stocks, pointing to a significant out-performance of the market.
We are very suspicious, paranoid and focussed, with 10 to 12 well researched shares in a portfolio. We invest in companies with great track records, honest management, strong balance sheets and great future prospects.
If you are not happy with your portfolio performance or would like a second opinion, please do not hesitate to contact Fenestra for a free, independent, objective and confidential review of your portfolio.
Protect your wealth. Optimise your returns.
Contact Fenestra now!
William Meyer – 0796244031

