Tuesday, January 25, 2011

Our yearly model portfolio for 2011

As is our custom, we publish our yearly model portfolio for 2011. This is the first time we introduce foreign companies into the portfolio, as these two tech giants, Apple and Samsung, offer growth opportunities and cannot be ignored. The share price is in South African Rand (ZAR), in cents.

Name Weighting Share price
Apple 6% 214033.72
Ellies 10% 220
Grindrod 10% 1895
Metorex 8% 524
Pinnacle 10% 683
Samsung 8% 557637.18
Sasol 10% 34628
South Ocean 10% 235
Steinhoff 8% 2450
Value 8% 390
WBHO 6% 13900
Wescoal 6% 120