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Welcome to Marketworx

Welcome to Marketworx. Shaun van den Berg Head of Client Education at PSG Online. Tuesday, 20 November 2012. Marketworx Agenda. Research Tools. Value Investor. Fundamental Analysis. Investor. Growth Investor. Unit Trusts. ETF. Investing for Dividends. Equities. Make Money.

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Welcome to Marketworx

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  1. Welcome to Marketworx Shaun van den Berg Head of Client Education at PSG Online Tuesday, 20 November 2012

  2. Marketworx Agenda Research Tools Value Investor Fundamental Analysis Investor Growth Investor Unit Trusts ETF Investing for Dividends Equities Make Money WEN Charting Technical Analysis Break-out Trading Trader SSF Equities CFD

  3. Roadmap…to Wealth Creation • To create a second income • To replace income • To provide for children’s education • To achieve Financial Freedom … Financial Objectives

  4. Financial Freedom 90% Income from Active Income 10% Income from Active Income 90% Passive Income from Investments 10% Income from Investments (Passive)

  5. Roadmap …to Wealth Creation Financial Objectives Money Time Risk Profile Knowledge & Experience Novice? Intermediate? Advanced? Investor? Trader? Both?

  6. Investor Passive Management View > 3-years Buy & Hold Quality, Undervalued Shares Balanced Portfolio Capital Growth Dividend Income & Growth Low Brokerage Costs Capital Gains Tax (CGT) R30 000 exempt 33.3% inclusion rate 13.32% Investor or Trader (or Both?) R100 000 Capital Gain Less R 30 000 Exemption = R 70 000 Taxable Gain Inclusion rate 40% x 33.3% = 13.32% = R 9 324 Tax Payable

  7. Trader Investor Passive Management View > 3-years Buy & Hold Quality, Undervalued Shares Balanced Portfolio Capital Growth Dividend Income & Growth Low Brokerage Costs Capital Gains Tax (CGT) 33.3% inclusion rate R30 000 exempt 13.32% Investor or Trader (or Both?) • Active Management • View < 3-years • Position Trading • Swing Trading • Jobbing (Speculating) • Capital Growth • Buy Low & Sell High • Sell High & Buy Low • Higher Brokerage Costs • Income Tax • 40%

  8. Investor Matrix Prudent Aggressive High REWARD Conservative Speculative Low Low High RISK

  9. Getting Started: Five Steps • How to choose your first shares • Step # 1: Narrow down the choice • Step # 2: Gather fundamental information • Step # 3: Gather technical information • Step # 4: Create a Balanced Portfolio • Step #5: Start Trading

  10. Getting Started: Step 1 • Step #1: Narrow down the Choice • Top 100 Simulator List • Prospecting: Top-Down Approach • Prospecting: Financial Journalism • Initial Watch Lists (3 x 30)

  11. Narrow Down the Choice Select Indices

  12. Top 100 Shares Select Futures Select Simulator List Print Share List

  13. Getting Started: Step 1 (a) • Step #1: Narrow down the Choice • Prospecting: Top-Down Approach • Prospecting: Financial Journalism

  14. Top - Down Approach • International Markets • Economic Indicators • Currencies • Precious Metals • Local Markets • Specific Sectors • Specific Shares • Checklists

  15. International Markets (DJIA – Weekly) Bullish

  16. U.S. Markets - S & P 500 (Weekly) Bullish

  17. U.S. Markets – NASDAQ (Weekly) Bullish

  18. Asian Markets - Hang Seng (Weekly) Bullish

  19. Asian Markets - Nikkei (Weekly) Bearish

  20. European Markets - DAX (Weekly) Bullish

  21. European Markets - CAC 40 (Weekly) Bearish

  22. European Markets - FTSE (Weekly) Bullish

  23. Oil & Copper Bearish Bearish

  24. Gold & Platinum Price (US$) Bullish Bullish (Just!)

  25. Currencies (US $) USD strength / EUR weakness USD strength/ GBP weakness JPY weakness/ USD strength

  26. JSE All Share Index (Weekly) Resistance Support Resistance Bullish

  27. Gold & Platinum Price (Rand) Bullish Bullish

  28. Currencies (ZAR) ZAR weakness / USD strength ZAR weakness / EUR strength ZAR weakness / GBP strength

  29. Local Market (Sectors) Bullish Bullish Bearish Bullish

  30. Local Market (Industry) Bearish Bearish Bullish Bearish Bullish

  31. Read! Read! Read! Bloomberg / Reuters/ CNN Money PSG Online / MoneyWeb / Fin24 Business Day / Business Report/ Sake Financial Mail / FinWeek Beware Analysis Paralysis Scan Headlines – Shares you know Look for Bad News Financial Journalism

  32. Creating a Watch List

  33. Getting Started: Step 1 (b) • Step #1 a: Narrow down the Choice • Prospecting: Top-Down Approach • Prospecting: Financial Journalism • Step # 1 b: Create Initial Watch Lists (3 x 30) • Mining Shares • Financial Shares • Industrial Shares

  34. Getting Started: Step 1 (b) ± 400 Shares Watch Lists Step 2: Analysis Process Core Portfolio 8 - 12 Shares Step 1: Prospecting Process 3 x 30 Shares Universe of Shares

  35. Creating a Watch List Step 1:Click Watch List Step 6:Select Dustbin to remove Step 2:Enter Watch List Name Step 4:Enter Share Code Step 3:Click Add button Step 5:Click Add button

  36. Initial Wish List View Share Movement

  37. Initial Wish List – Ranking Move Select Column to Rank

  38. Getting Started: Step 2 • Step #1: Narrow down the Choice • Prospecting: Top-Down Approach • Prospecting: Financial Journalism • Step #2: Gather Fundamental Information • Share Info Page • Company Analysis

  39. Initial Wish List(s) Select Watch List Select ShareCode

  40. Share Info Page

  41. Research Tools: Share Info Select Company Analysis

  42. Research: Company Analysis

  43. Getting Started: Step 3 • Step #1: Narrow down the Choice • Prospecting: Top-Down Approach • Prospecting: Financial Journalism • Initial Watch Lists (3 x 30) • Step #2: Gather Fundamental Information • Share Info: Company Analysis • Step #3: Gather Technical Information • Technical Chart / Interactive Chart

  44. Research Tools: Share Info Select Technical Chart Select InteractiveChart

  45. Research Tools: Technical Chart

  46. Research Tools: Interactive Chart

  47. Getting Started: Step 4 • Step #1: Narrow down the Choice • Step #2: Gather Fundamental Information • Step #3: Gather Technical Information • Step #4: Create a Balanced Portfolio • Structure • Spread • Stop Loss?

  48. Build a Balanced Portfolio Large Cap (RES) Large Cap (IND) 50% Mid Cap (MIN) Mid Cap (IND) Mid Cap (IND) 40% Mid Cap (IND) Mid Cap (MIN) 10% Cash Mid Cap (FIN) Mid Cap (FIN) Mid Cap (IND) Large Cap (FIN) Large Cap (IND)

  49. Stop Loss Strategy @ 2000c stop loss = 1800c @ 1500c stop loss = 1350c Stop loss 10 % of 1000c = 100c Value shares @ 900c Buy @ 1000c Stop Loss Level

  50. Getting Started: Step 5 • Step #1: Narrow down the Choice • Step #2: Gather Fundamental Information • Step #3: Gather Technical Information • Step #4: Create a Balanced Portfolio • Step #5: Start Trading

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