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:
- UUGSMC (JSE-listed global small/mid cap note – see details here)
- UUSMC (JSE-listed domestic small/mid cap note – see details here)
- Bausch + Lomb Corp (code: BLCO)
- 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)
- Netflix Inc (NFLX) via FNB ETN
- Omnia Holdings Ltd (code: OMN)
- Renergen Ltd (code: REN)
- Reinet Investments S.C.A. (code: RNI)
- Richemont (code: CFR)
- Sabvest Capital Ltd (code: SBP)
- Santova Logistics Ltd (code: SNV)
- Stor-Age Property REIT (code: SSS)
- Pfizer Inc (code: PFE)
- Tristel Plc (code: TSTL)
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.