Our yearly model portfolio for 2007 is no exception. Our portfolio generated a return of 50.6%, comfortably outperforming JSE Alsi's 19.2%. The star performers in our portfolio are:
- Digicore - the share price rose from 421 cents to close at 970 cents. Including dividends, the return is 133%
- Acc-Ross - the turnaround stock, the share price rose from 32 cents to 80 cents to give a 150% return.
- Enviroserv - a waste management company, which gave a 95% return last year.
The laggards in our portfolio are:
- Telkom - with its declining earnings and unsuccessful corporate actions,its share price has ended flat for the year. Its generous dividends boosted its return to 5%.
- Mvela Resources - its has been a roller coaster ride, with the share price rising to more than R60, only to give up most of the gains to end up the year with a 7% return.
- PSG - affected by the general negative sentiments towards the financial sector, it has given a return of 2%.
We will soon be releasing our yearly model portfolio for 2008 in the second half of January. For investors who would like to pay a fee in order to receive the information before then, please write to info@daberistic.com.
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