Wednesday, January 1, 2003

Our recommended portfolio for 2003

on our in-depth analysis and market prices at the end of 2002, this is a portfolio that we believe should deliver a total return of 20% per annum over the long term:

Company weighting share price 31/12/2002
Sasol 22% R105
Investec 15% R113
Ceramic Industries 15% R77.20
Aspen 10% R7.70
Bowler Metcalf 8% R2.70
Altech 8% R24
Pick 'n Pay 6% R13.30
WBHP 6% R10.20
MTN 5% R12.25
Softline 5% R0.95

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