| Year | Strat | JSE | Δ |
|---|---|---|---|
| 2026* | +6.2% | -2.3% | +8.5% |
| 2025 | -2.9% | +37.7% | -40.6% |
| 2024 | +26.6% | +12.1% | +14.5% |
| 2023 | +4.5% | +2.0% | +2.5% |
| 2022 | +13.2% | +1.4% | +11.8% |
| 2021 | +28.5% | +21.8% | +6.8% |
| 2020 | -19.2% | +4.7% | -23.9% |
| 2019* | -1.0% | -0.2% | -0.8% |
| Period | Strategy | JSE All Share | vs index |
|---|---|---|---|
| Day | -1.2% | -0.3% | -0.9% |
| Week | -2.9% | +3.7% | -6.6% |
| Month | +2.3% | +6.1% | -3.9% |
| # | Holding | Weight | Day | score |
|---|---|---|---|---|
| 1 | ABG modelled potential +13%; equal weight 20.0%. | 20.0% | -1.5% | 13% |
| 2 | SBK modelled potential +10%; equal weight 20.0%. | 20.0% | -1.4% | 10% |
| 3 | FSR modelled potential +8%; equal weight 20.0%. | 20.0% | -1.1% | 8% |
| 4 | NED modelled potential +7%; equal weight 20.0%. | 20.0% | -1.5% | 7% |
| 5 | CPI modelled potential +3%; equal weight 20.0%. | 20.0% | -0.5% | 3% |
| Rebalance | Signal | Holding | Price (ZAR) | Weight | Result |
|---|---|---|---|---|---|
| 6 Jul 2026 initial book | Buy | ABG Absa Group modelled potential +13%; equal weight 20.0%. | 22 464 | 20.0% | — |
| Buy | SBK Standard Bank Group modelled potential +10%; equal weight 20.0%. | 32 429 | 20.0% | — | |
| Buy | FSR FirstRand modelled potential +8%; equal weight 20.0%. | 9 839 | 20.0% | — | |
| Buy | NED Nedbank Group modelled potential +7%; equal weight 20.0%. | 27 374 | 20.0% | — | |
| Buy | CPI Capitec Bank modelled potential +3%; equal weight 20.0%. | 479 444 | 20.0% | — |
Prices are the frozen close on the signal date — the price at which the live paper-book starts (buy) or stops (sell) holding the position. Sell result is the price change from the position's own buy signal, dividends not included.