General Note: Given that I am active in the market in both a personal and professional capacity, assume that I am biased in everything I write.
Disclaimer: Every effort is made to update the below portfolio, though it is a manual process and may have periods of inaccuracy.
My Current Stock Portfolio:
- Advanced Micro Devices Inc (code: AMD)
- Afrimat (code: AFT)
- Alcon AG (ALC)
- Aspen Pharmacare (APN)
- UUGSMC (JSE-listed global small/mid cap note – see details here)
- UUSMC (JSE-listed domestic small/mid cap note – see details here)
- Barrick Gold Corp (code: GOLD)
- Bausch + Lomb Corp (code: BLCO)
- Bidvest (code: BVT)
- Colgate-Palmolive Company (CL)
- Cummins Inc (code: CMI)
- Diageo Plc (code: DGE)
- Fortinet Inc (code: FTNT)
- Garmin Ltd (code: GRMN)
- New Gold Debentures (code: GLD)
- Gold Fields (code: GFI)
- Levi Strauss & Co Class A (code: LEVI)
- Master Drilling Group Ltd (code: MDI)
- Metrofile Holdings Ltd (code: MFL)
- Microsoft Corporation (MSFT)
- Pick n Pay (PIK)
- Prosus N.V. (PRX)
- Reinet Investments S.C.A. (code: RNI)
- Rentokil Initial Plc (code: RTO)
- Richemont (code: CFR)
- Sabvest Capital Ltd (code: SBP)
- Sandoz Group AG (code: SDZ)
- Santova Logistics Ltd (code: SNV)
- Shell Plc (code: SHEL)
- Swissquote Group Holding SA (code: SQN)
- Pfizer Inc (code: PFE)
- Visa Inc (code: V)
- Xero (code: XRO)
Please note that I do trade in options/derivatives from time to time & do hold a range of passive investments as well. Finally, please also note the commissioned coverage that lies in Blue Gem Research as a related party.