Jse Limited · JSE:JSE
Jse — Investor Presentation (March 2017)
17 slides from Jse's investor presentation, March 2017
Slide 1: Module 2: The Wealth Creation Process
Module 2 The Wealth Creation Process
Slide 2: What is in store?
what is in store? Inflation and Indices trading costs Diversification Golden rules of investing
Slide 3: Topic 1: Golden Rules of Investing and Diversification
Module 2 Topic 1: Golden Rules of Investing and Diversification
Slide 4: Golden rules of investing
Golden rules of investing Do not borrow money to invest and do not invest money that you cannot afford to lose Superior returns (high rewards) are not risk-free
Slide 5: Cautious vs. aggressive investor
Cautious vs. aggressive investor Cautious Aggressive Safe, tried and tested High risk appetite Moderate returns Willing to take risk for high returns
Slide 6: Picking stocks: Market capitalisation
Picking stocks Size Market capitalisation Fat Cat Ltd share price: R100 Built Ltd share price: R10 Shares outstanding: 1.000 Shares outstanding: 20.000 Market capitalisation = shares outstanding X share price Fat Cat Ltd market cap: R100,000 Built Ltd market cap: R200,000
Slide 7: Picking stocks
Picking stocks Small cap Mid cap Large cap Penny Growth Blue stocks shares chip
Slide 8: Picking stocks: Top-down approach
Picking stocks Top-down approach Economy Industrial sector Individual company Specific share
Slide 9: Diversification: Different asset classes – asset allocation
Diversification Different asset classes – asset allocation Reduce risk
Slide 10: Topic 2: Indices
Module 2 Topic 2: Indices
Slide 11: Indices and ETF's
Indices and ETF’s Dividend Industrial Resource Plus 25 index 10 index index FTSE/JSE Alsi Index Top 40 index
Slide 12: Unit trust vs. ETF
Unit trust vs. ETF Unit Trust Exchange Traded Fund Traded directly Traded on Trading with the issuer the JSE One daily price Fluctuates with Price change share prices Asset class Various Mainly shares
Slide 13: Topic 3: Inflation and the Cost of Trading
Module 2 Topic 3: Inflation and the Cost of Trading
Slide 14: Inflation
Inflation 8% Inflation 12% 4% real Investment return return
Slide 15: Inflation hedge
Inflation hedge Gold / Newgold ETF 12% 12% real Investment return return 8% Inflation
Slide 16: Tax
Tax Profit from selling shares 0 years 3 years Income tax Capital gains tax Dividends Dividends are taxed
Slide 17: Trading costs
Trading costs VAT 12% Investment STRATE return Stockbroker