Our yearly model share portfolio for 2012

This year we continue to include more foreign companies in our portfolio, at the expense of the South African companies. The JSE market capitalisation only accounts for 1% of the world stock exchange market capitalisation, and we are finding more opportunities offshore.

The shares in our portfolio are as follows: (The share price is in ZAR, in cents)

Name	Weigting	Share price
Anglo	10%	29600
Apple	8%	327645
BHP Billiton	10%	23430
Ellies	5%	221
Exxaro	10%	16800
Google	8%	522533.1
HTC	8%	13265.715
Samsung	10%	737843.2
South Ocean	5%	140
Total	10%	41389.285
TPK	8%	10529.828
WBHO	8%	10519