| Year | Strat | JSE | Δ |
|---|---|---|---|
| 2026* | -0.8% | -6.4% | +5.7% |
| 2025 | +14.3% | +37.7% | -23.5% |
| 2024 | +8.1% | +10.2% | -2.1% |
| 2023 | -1.6% | +4.0% | -5.5% |
| 2022 | -13.1% | -0.4% | -12.6% |
| 2021 | +45.3% | +24.1% | +21.2% |
| 2020 | -10.3% | +4.1% | -14.3% |
| 2019* | +0.0% | -0.6% | +0.6% |
| Period | Strategy | JSE All Share | vs index |
|---|---|---|---|
| Day | -0.3% | -0.2% | -0.1% |
| Week | -2.6% | -2.4% | -0.2% |
| Month | -2.7% | -7.3% | +4.6% |
| # | Holding | Weight | Day | score |
|---|---|---|---|---|
| 1 | GRT modelled potential +81%; equal weight 16.7%. | 16.7% | +0.3% | 81% |
| 2 | DSY modelled potential +35%; equal weight 16.7%. | 16.7% | -0.6% | 35% |
| 3 | BVT modelled potential +21%; equal weight 16.7%. | 16.7% | -0.2% | 21% |
| 4 | TKG modelled potential +19%; equal weight 16.7%. | 16.7% | -0.9% | 19% |
| 5 | VOD modelled potential +18%; equal weight 16.7%. | 16.7% | -0.3% | 18% |
| 6 | MTN modelled potential +18%; equal weight 16.7%. | 16.7% | -0.4% | 18% |
| Rebalance | Signal | Holding | Price (ZAR) | Weight | Result |
|---|---|---|---|---|---|
| 14 Sep 2026 | Buy | GRT Growthpoint Properties modelled potential +81%; equal weight 16.7%. | 1 573 | 16.7% | — |
| Sell | OMU Old Mutual dropped out of the top ranking (entry score was 64%) | 1 337 | — | +0.7% | |
| 3 Sep 2026 | Buy | BVT Bidvest / Bidcorp modelled potential +21%; equal weight 16.7%. | 23 103 | 16.7% | — |
| Sell | MTM Momentum Group dropped out of the top ranking (entry score was 13%) | 3 996 | — | -4.7% | |
| 7 Aug 2026 | Buy | VOD Vodacom Group modelled potential +23%; equal weight 16.7%. | 15 763 | 16.7% | — |
| Buy | DSY Discovery modelled potential +15%; equal weight 16.7%. | 26 407 | 16.7% | — | |
| Buy | MTM Momentum Group modelled potential +13%; equal weight 16.7%. | 4 193 | 16.7% | — | |
| Sell | RES Resilient REIT dropped out of the top ranking (entry score was 49%) | 8 217 | — | -0.4% | |
| Sell | PIK Pick n Pay Stores dropped out of the top ranking (entry score was 46%) | 1 905 | — | -4.0% | |
| Sell | NPN Naspers dropped out of the top ranking (entry score was 29%) | 91 203 | — | +6.7% | |
| 29 Jul 2026 | Buy | NPN Naspers modelled potential +29%; equal weight 16.7%. | 85 501 | 16.7% | — |
| Buy | MTN MTN Group modelled potential +29%; equal weight 16.7%. | 23 054 | 16.7% | — | |
| Sell | NPH Northam Platinum dropped out of the top ranking (entry score was 70%) | 22 603 | — | -1.7% | |
| Sell | VAL Valterra Platinum dropped out of the top ranking (entry score was 56%) | 115 430 | — | +6.9% | |
| 17 Jul 2026 | Buy | NPH Northam Platinum modelled potential +70%; equal weight 16.7%. | 22 992 | 16.7% | — |
| Buy | VAL Valterra Platinum modelled potential +56%; equal weight 16.7%. | 107 993 | 16.7% | — | |
| Sell | MTN MTN Group dropped out of the top ranking (entry score was 30%) | 23 299 | — | +2.7% | |
| Sell | NPN Naspers dropped out of the top ranking (entry score was 28%) | 84 000 | — | -0.9% | |
| 12 Jul 2026 | Buy | TKG Telkom SA modelled potential +72%; equal weight 16.7%. | 5 807 | 16.7% | — |
| Buy | OMU Old Mutual modelled potential +61%; equal weight 16.7%. | 1 328 | 16.7% | — | |
| Buy | RES Resilient REIT modelled potential +49%; equal weight 16.7%. | 8 247 | 16.7% | — | |
| Buy | PIK Pick n Pay Stores modelled potential +43%; equal weight 16.7%. | 1 985 | 16.7% | — | |
| Buy | NPN Naspers modelled potential +28%; equal weight 16.7%. | 84 750 | 16.7% | — | |
| Sell | VOD Vodacom Group dropped out of the top ranking (entry score was 35%) | 15 532 | — | +1.6% | |
| Sell | SHP Shoprite Holdings dropped out of the top ranking (entry score was 17%) | 28 351 | — | -1.8% | |
| Sell | CLS Clicks Group dropped out of the top ranking (entry score was 16%) | 21 927 | — | -6.3% | |
| Sell | BID Bidvest Group dropped out of the top ranking (entry score was 5%) | 43 219 | — | -1.0% | |
| Sell | WHL Woolworths Holdings dropped out of the top ranking (entry score was -6%) | 4 928 | — | -3.2% | |
| 6 Jul 2026 initial book | Buy | MTN MTN Group modelled potential +91%; equal weight 16.7%. | 22 685 | 16.7% | — |
| Buy | VOD Vodacom Group modelled potential +35%; equal weight 16.7%. | 15 281 | 16.7% | — | |
| Buy | SHP Shoprite Holdings modelled potential +17%; equal weight 16.7%. | 28 876 | 16.7% | — | |
| Buy | CLS Clicks Group modelled potential +16%; equal weight 16.7%. | 23 410 | 16.7% | — | |
| Buy | BID Bidvest Group modelled potential +5%; equal weight 16.7%. | 43 656 | 16.7% | — | |
| Buy | WHL Woolworths Holdings modelled potential -6%; equal weight 16.7%. | 5 091 | 16.7% | — |
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.