Three assets to drop at all costs
How to predict where the BIG money is going next
There's a problem every South African investor faces right now.
If you invest here in South Africa – specifically in SA stocks, bonds or property – it'll be a familiar problem.
With so much noise in the markets – Low growth, government instability, rising inflation, high interest rates – how the hell do you decide where to put your money right now?
I'd like to send you a valuable – and FREE – report that contains the answer.
It's been put together by a network of financial experts who have outperformed the market for 17 consecutive years.
And if you want to make money in 2017 – potentially BIG money – you need to read it right now.
A word of warning: This report does not contain any "big picture" political or economic analysis. Whether you're worried or excited about the future... whether you have R500 or R10,000 to invest... it doesn't matter.
You still need to make money next year.
You need to take what's happening in the country and quickly turn it into a coherent, actionable plan. In simple terms that means:
What to buy...
You need a plan.
What to sell...
And what to avoid like the plague.
And you need to execute it.
Which is precisely why I've written to you today with such urgency...
The End of a Financial Era
Imagine there's a map on the table in front of you.
It depicts the financial world.
But rather than showing the financial landscape as it is today... it reveals things that haven't yet happened.
And it doesn't just show what's happening... but how you need to invest to potentially profit from it.
That's exactly what I'd like to send you today – a "money map" that explains where the big money will likely be made in 2017.
Just say the word and it's yours. Follow the moves in it and I believe you'll finish up 2017 far better off than most.
Ignore it and come 2018, you could regret it.
When the world changes,
The events of 2016 prove it beyond all doubt:
money changes hands
The world is at a critical turning point – not just politically, but financially and perhaps even socially. In markets, I'm expecting big moves in 2017—moves that could generate real profits, or real losses—depending on what you do today.
Look. Whatever your views of Brexit or Donald Trump, it's clear these events were "outliers".
They mark a watershed between one world and the next. It's no different in the markets. We are moving from an era of low global inflation to one of higher inflation. That will have huge consequences in financial markets.
For instance, in November 2016 the global bond market value fell by $1 trillion dollars... in a single week. The government bond market could be the single biggest investment time bomb since American sub-prime.
It doesn't matter what angle you look at things from...
It's clear we're at the end of one financial era... and the start of a new one.
I can tell you that to experienced investors that means one thing:
When key market trends reverse and power off in a new direction, there is ALWAYS money to be made.
But only if you're smart enough, and decisive enough, to see what's happening early and position your wealth to benefit.
That's what the smart investors are doing right now.
How do I know that?
Because I work with some of them every single day...
Over the past 17 years, the South African Investor team has consistently doubled its clients every four years... in 2017 they want to work for you
Let me level with you...
With the world in such flux – and markets so sensitive and volatile – every money manager and broker out there has an idea about what you should do with your money.
Most of them will try to scare you.
They'll tell you to run for the hills... go super defensive... or sink all your money into precious metals like gold.
Quite frankly, that's because it's easy to scare people.
Most people don't like change. The world is changing rapidly. But that gives you a choice. You can either be passive and wait for what's coming...
Or you can get on the front foot and do something about it that could make you a richer and more successful investor.
See, in reality there are some major opportunities for you to profit in 2017. Most of them are right here in South Africa.
That's a claim that comes directly from a network of investors, asset managers, portfolio managers and economic strategists with a long, proven track record of outperforming the markets year in and year out.
And this group of financial experts are part of the exclusive South African Investor club.
The South African Investor portfolio didn't just beat the market...
It outperformed it. Massively.
In fact, over the past 17 years, the South African Investor portfolios have achieved an average 28.14% yearly return per stock compared to the JSE All Share average of 19%.
The South African Investor did what the best investors do: Made money for its readers.
Lots of it.
Did it make money on every investment No. No one does. And of course past performance is no guide to future results.
But investing is a cut-throat industry. And the South African Investor didn't just survive... it rose to the very top.
And we did it the old fashioned way – by understanding what's happening in the markets and investing decisively to take advantage of it.
In short, through a powerful network of financial experts, the South African Investor helped readers profit consistently!
That's how you double or triple your wealth over the long term.
You don't bet the house on one stock.
You don't run for the hills every time there's massive waves of uncertainty in global and local markets.
You get it right... time and time again... and make sure you're ALWAYS positioned to potentially profit from what's happening in the world.
Which is exactly what the South African Investor wants to help you do now.
Revealed: Your 2017 Money Map: Where to invest (and what to avoid) for the next 12 months
Here's the thing...
We're at such a critical turning point in world markets, I think you and every other investor in the country needs someone like The South African Investor in your corner, advising you what to buy and what to avoid.
So I've asked the South African Investor’s panel of experts to lay out – in precise detail – where they think you should be investing your money to profit in 2017.
The upshot of that request is a new research report.
It's called "Your 2017 Money Map: Where to invest (and what to avoid) for the next 12 months".
And it explains everything, right down to the ticker symbols of the South African stocks we’re recommending.
I want you to download it today and, if you don't want to pay me a few rands in return for it, KEEP IT FOR FREE.
I don't mind.
Getting it out there is more important to me than getting paid to do it.
And to be frank, when you see what having a powerful network of financial experts on your side could do for your investment returns... you'll have one question:
"How do I KEEP them in my corner for the coming years?"
I'll answer that in a second.
How you can predict where the big money will go – and move ahead of it – using the 2017 "Money Map"
It looks nothing like a regular map...
That's because it doesn't give you the location of a specific place you can go.
It shows you precisely where your money needs to be for the biggest potential returns next year.
Once you understand it, you'll not only see where the big money is moving right now... you'll see how you can move ahead of it to profit.
Instead of geographic co-ordinates, it has two key economic indicators. These influence everything from the interest rate the government pays on its debt to what a litre milk costs at Pick N Pay – and everything in between.
Those two vital indicators are: inflation and interest rates.
Understand if they're rising or falling and the "Money Map" does the rest – showing you where to look (and then the South African Investor team does the rest, showing you PRECISELY what to buy and what to avoid).
Take a look...
If it's all Greek to you, don't worry. It's simple, once you understand it...
One axis – running from left to right – charts whether bond yields are falling or rising.
The other – from top to bottom – shows whether inflation is rising or falling.
Here's the important point: If you put those two key data points onto the Money Map...It tells you exactly where your money needs to be invested under any market conditions. Can you see how valuable this would be in 2017?
Keep in mind: The South African Investor panel of experts have done all of this work on your behalf already. If you're not interested in the "workings" behind this approach, you could simply download the latest report and follow our recommendations to the letter. That said, whether you follow our recommendations or not, it's valuable to see how a proven group of financial experts are approaching the markets right now.
Back to our Money Map.
For the past five years’ inflation and bond yields have risen – which meant the best place for your money was the top right quadrant.
Inflation rose from around 3% post financial crisis to 6.8% in 2017.
But one of these key trends will reverse. I can't stress this enough. In fact, if there's just one thing you take away from this message it's this: inflation will slow and bond yields will continue to rise in 2017.
Right now, we're in the very early stages of slowing inflation.
Constant rainfall has brought relief for many South African farmers facing the drought. This will cause food prices to decrease. Consequently, inflation will start to ease.
The reality is, inflation won’t fall substantially, but rather hover between 5.8% and 6.2%.
While South African bond yields will continue to rise as the threat of an imminent downgrade will cause foreign investors to invest in developed market bonds on the back of interest rate hikes and stimulus programmes.
I'm not saying this to scare you. Like I said, there are plenty of people who can do that.
I'm telling you because these powerful trends will shape where you make big money this year.
In case I'm not being clear, THIS IS HAPPENING RIGHT NOW AND YOU NEED TO MOVE WITH IT.
That means opportunity if you'll act to take it... or major risks if you sit on your hands and do nothing.
It's your choice.
Slowing inflation and rising bond yields mean – as the "Money Map" shows – you need to position yourself in stocks with both value and growth qualities.
This is important: you need to get OUT of inflation and expensive safe haven stocks. They will NOT be safe next year.
Neither of these trends – slowing inflation and rising bond yields – are going away.
Delaying your investment moves just means you're further behind the curve as the global financial system reorders itself.
Do you see why I'm writing to you with such urgency? You need the South African Investor’s latest research report now – not tomorrow, not next week, not next month.
As I said, in it you'll discover precisely where we believes you need to put your money right now.
Right down to the ticker symbols you need to give your broker or type into your online brokerage.
This report is yours – today – if you want it.
Just say the word and I'll give you all the details you need to access it.
And remember: it's free.
There's NEVER been a more important time to have a master investor on your side
If this year has proved anything, it's that the stakes just keep getting higher in the financial markets...
Think back to how you felt the morning after Brexit.
Whether you supported it or not, global markets were hugely volatile for days – enough to make even experienced investors ask themselves, "Christ, what does this mean for my money now?"
Or how you felt when the "crash" in the rand happened at the end of 2015.
I know many people out there were shaken... and confused.
Or when Donald Trump became President-elect. More than anything else this year, that was a signal that significant changes to the world economy are taking place... changes that'll affect everyone.
The world is changing.
It's not always going to be predictable.
And the price you'll pay if you make a mistake with your money will be huge.
Don't take that risk.
What I'm offering you today is more than just a way of positioning your money today.
It's the chance to have a seasoned and experienced group of investors, portfolio managers, asset managers and economic strategists on your side, guiding you and your money through the financial markets and helping you make better decisions with your money.
How a R50,000 investment in the South African Investor portfolios 17 years ago, would be worth R3,385 million today
The South African Investor is one of the best performing investment newsletters in our FSPInvest division.
Since its foundation in 1999, the South African Investor has a track record of pinpointing the most profitable companies to help investors build long-term wealth.
Over the past 17 years, the South African Investors portfolio have achieved a 28.17% yearly return compared to the JSE’s 19%.
How did it manage to do this?
The South African Investor explores investments the mainstream doesn't. It's been doing this for its readers for the last 17 years. And by doing so, you gain an advantage.
I don't mean that in a general sense, either.
I mean you'll be able to measure the South African Investor’s work is by the results in your investment portfolio!
The South African Investor couples "big picture" political and economic analysis with detailed and fully researched investment recommendations.
Our exclusive network of financial and investment experts show you EXACTLY where to put your money... how much of your portfolio you should consider investing... and then precisely when it's time to sell up and move into something else.
We’ll give you specific recommendations, but it's your choice whether you act on it.
There's much more, but to be frank you'd probably rather SEE what the South African Investor is all about yourself, rather than have me tell you about it.
That means detailed, fully researched investment recommendations
Constant updates and analysis on the markets and specific companies or funds our panel of experts recommend
Full access to the South African Investor portfolio
Buy AND sell recommendations – We will get you in and out of positions when the time is right, helping you take profits and cut losses. This is a huge advantage – it means you can rely on our judgment to time your investments rather than guessing.
I know I would.
That way, you can take a look at what we do week in, week out and decide for yourself if it'll be valuable to you.
On that front I have good news.
When you download your FREE report, "Your 2017 Money Map: Where to invest (and what to avoid) for the next 12 months" I'll also give you a two-month trial of the South African Investor, so you can review it for yourself.
You don't have to commit a cent to take a trial. The risk here is all mine. And whether you like the South African Investor’s work or not, you can keep your free report with all its recommendations and analysis. It's on the house.
Before you grab a copy, there's another part to the South African Investor you should understand.
When you download your report, you'll also see why we recommend you...
Ditch South Africa’s best performing asset class over the last 10 years
Most investors don’t realise the knock-on effects of a struggling South African retail sector on other sectors. I’m specifically talking retail and commercial property sector. You see, many big retail companies are located in shopping malls, which JSE listed property developers have built.
These property developers rely on faster rental escalations and low vacancy rates to boost their income and thus, boost the valuation of their properties.
The problem is, if their tenants (retail companies) are struggling to grow profits, then they won’t accept an increase in rent. So either these JSE property companies will be forced to keep rentals flat, so that they can keep vacancies to a minimum. Or if rentals rise, vacancies will also rise as retail shops will begin to consolidate unprofitable stores.
Consequently, property stocks’ income will become static or even decline which will decrease their valuations. In short, listed retail property companies with direct exposure to South Africa’s shopping centre market will struggle to grow profits and consequently, share prices will fall.
Consider this: South African InvestorInvestment Director Francois Joubert says, “I expect property shares to continue their slower growth from 2016. Struggling retailers mean some shops have closed doors, as such property companies will need to lower margins or risk vacancies.”
In fact, despite listed property being the best performing asset class over the last 10 years, the slowdown in remarkable returns is evident. Listed property returned 25.1% in 2014, 10.8% in 2015 and only 5.8% in 2016 – So returns are halving each year!
In fact, local property developers admit they will make more money in Africa, UK and Europe (especially Eastern) over the next three years to five years than in SA.
So which property companies should you avoid exactly?
It's all in your report, "Your 2017 Money Map: Where to invest (and what to avoid) for the next 12 months"
It should be clear as day: You need to get this report in your hands right now.
If you'd like to see the full details of these recommendations — without committing to anything, I'll send them to you today.
If you don't think your wealth will benefit from this information, tell me. You won't pay a cent for it.
All I ask in return is that you take a no-obligation trial to one of South Africa’s most valuable financial newsletters.
Keep in mind, the South African Investor has a great track record of getting the big calls right – and cashing in on them. We got our subscribers:
Now this time around it's YOUR turn.
Into investments like telecoms, banking and insurance and saw significant cumulative gains of 25.26%, 216%, and 289.65% over the last 12 months
Out of resource stocks. Back in 2012, we pointed out that the big mines in South Africa, particularly those in platinum and gold, would struggle for economic survival
Out of the Rand before it crashed past R16 to the dollar in 2015
Your chance to invest and build the retirement you want you want
If you've read this far, you're an investor who cares about the wealth you've created.
You also know factors beyond your control can quickly to take your wealth away from you.
But you can do something today.
You can have the best possible advance warning of what could lie ahead... and practical investment moves aimed at protecting you, your family, your money, your assets, and your future.
Rarely is information and advice like this available to the individual investor.
But it can be available to you — and a small few other responsible and smart readers — should you let me send you, on a no-obligation trial, 60 days' worth of updates, reports and issues of The South African Investor.
It's a private, intimate advisory service exclusively for a certain type of individual...a direct line to the kind of investing strategy that few private investors will ever experience. And that's why they'll never make money in the stock market.
This is real wealth-building intelligence — from a real, professional who's truly been there.
I've already told you about the South African investor’s brand new investment briefing "Your 2017 Money Map: Where to invest (and what to avoid) for the next 12 months"
It's yours free, if you send for it today and take a 60-day no-obligation trial of the South African Investor.
And you'll have access to the archive of all back issues since the South African Investor started. They contain research into his best investment ideas and a detailed review of the portfolio.
It's a completely no-obligation trial.
And when you sign up, you'll have immediate access to not only the research report in the momentum crash I've been telling you about... but also…
But please, don't just take my word for it. I want you to hold our research in your hand and see it for yourself before you make any decision.
The Five bomb shelter shares poised for double, even triple digit returns in the coming three years
Your Complete Guide to Going Offshore – Protect yourself against fraud, theft and investment scams
The Gone Fishin’ Portfolio- This portfolio is designed to make sure you outperform inflation and the market, every year.
And keep in mind that no matter what you invest in, your capital will be at risk. We can seek to mitigate that risk. But we cannot eliminate it. We're not in the habit of making incredibly high risk 'speculations'. Joshua will look at investment funds, for example, a fund's performance often relies on the performance of its underlying investment, which is something to bear in mind.
As part of each monthly issue of the South African Investor, you'll find opportunities carefully chosen by our exclusive network of investments minds.
And of course, if you're not convinced that the South African investor is for you, just contact us at any time during your two-month risk-free trial, and we'll refund your subscription.
Everything we send you will be yours to keep regardless.
And what if you decide to stay with us and keep receiving our work over the coming months and years?
Well, considering the money you’d pay for his help, I DID consider placing a R1,500+ value on a year’s membership to the South African Investor.
But to be honest, I don’t really want price to be an issue for anyone wanting to try this out…
So a year’s membership to Real Wealth costs just R1,200 (R100 per month. That's a 20% saving.
That’s the full, official value. And it’s an investment many of his followers happily make to receive our help and guidance…
You can get started by clicking here.
Act now or regret it next year
I've done everything I can for you...
I've shown you the South African Investor’s ideas... our track record...
I've shown you how the events we're seeing in markets now DEMAND you respond to them.
And I've shown you how to respond, by claiming a FREE copy of "Your 2017 Money Map: Where to invest (and what to avoid) for the next 12 months"
Understand and capitalise on it and you could grow your wealth month on month, year on year, decade on decade.
That's how people get rich from the stock market.
And that's what the South African Investor wants to help you do.
But now it's over to you.
If you want to see the South African Investor’s work and capitalise on it... you have to act now.
And I mean now.
Inflation is slowing. and bond yields rising. And the tectonic plates of the economic world are shifting beneath your feet...
Move with them.
And capitalise on the forces at work – don't take a backward step; profit from what's happening.
Now it's up to you if you want in. I think you'd be mad not to try this out.
Publisher, Fleet Street Publications
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