Investment Management

Importance Of Diversification Balanced Investing

For an individual investor, knowing how to allocate our investments across different assets like; local equities, global equities, local and global bonds, credit, property, cash, and even hedge funds is an important yet potentially intimidating task. Good investment planning includes the diversification of your portfolio, by combining different assets to reduce risk. This safeguards our …

Importance Of Diversification Balanced Investing Read More »

Our Best Opinion On Balanced Investing

A Portfolio That Simultaneously Achieves Long-Term Wealth And Short-Term Tactical Tilting Core and Satellites Combine ‍The way that we construct our portfolios follows the same Investment Philosophy and Process designed by Lombard Barnard and Cephas Dube. This serves as the foundation to each portfolio we create. All of our portfolios have a ‘core’. This core …

Our Best Opinion On Balanced Investing Read More »

What Difference Can A Few Days Make In A Long-Term Investment?

As retail investors we can often slip into trying to time the market in the short term, to get into and out of the investment at the perfect time. However, is there really such a thing in the markets as ‘perfect timing’? No one can predict the exact peaks and turns of the market. The …

What Difference Can A Few Days Make In A Long-Term Investment? Read More »

Risk, Patience & Temptation _ Balanced Investing

Balanced Investing is not a foreign topic of discussion at Fairtree Invest. There have been several articles and webinars around this topic. Why? We believe it is an important concept to grasp, with many facets to master balanced investing. ‍ Balanced investing is all about allocating your funds across different assets, to ensure long-term growth …

Risk, Patience & Temptation _ Balanced Investing Read More »

The Fomo Phenomenon Of Investing

In our last article “Do’s and Don’ts of Investing in 2021”, we spoke to watching out for the FOMO (fear-of-missing-out) mindset, we used an example of this around the Bitcoin phantom rallies expecting to take place in 2021. This, however, is not the only place we can expect to see these events taking place. We …

The Fomo Phenomenon Of Investing Read More »

Saving And Investing Is Different

Financial wellness is a journey that requires taking one step at a time. Starting the journey is the most vital step to take. In many regards, an investment can be compared to growing a tree. It may begin as a small seed, but with some good soil, strong roots, regular watering, additional fertilizer and time …

Saving And Investing Is Different Read More »

Your Contribution Tax Benefits

It is that time of year again, tax year-end is on its way. 2021 tax year runs from 1 March 2020 to end February 2021. This is a friendly reminder to make your additional contributions to your Retirement Annuity’s and Tax Free-Savings Investments if you wish to maximise your tax benefit for this tax-year. To …

Your Contribution Tax Benefits Read More »

What Does A Covid Vaccine Mean For Markets?

In 2020 one thing is certain, things can change in an instant and news spreads fast. Market prices are ultimately moved by information, good and bad information will cause market prices to move up and down respectively. Information can be anything from economic data, company data and even fake news. With information circulating faster than …

What Does A Covid Vaccine Mean For Markets? Read More »