Not only is it essential to select the
right company stock (shares) to buy, but far more importantly,
to buy (or sell) them at the right time.
Timing the market is
what it’s about. Without the services of a
understands the market and more importantly, has a long standing
track record of success, the investor places themselves at
substantial risk and should rather not invest directly in shares
at all unless they are prepared to pay substantial school fees;
besides, most people just do not have time to do this
GWE have a strong track record and follow a careful value
investing strategy when building a portfolio of shares. These
portfolios are made up of high value low risk companies which
return good dividends and interest. These earnings provide
ongoing cash for growing the portfolio.
Our Client’s success is
Because GWE are not involved in administering the investors
money, they are able to handle much smaller portfolios at
reduced costs with no risk to the investor. The money is always
in the investors control and the investors have full monetary
GWE is an investment company in its own right, therefore buying
the same shares for their Client’s at times when they are
investing in the market themselves. The Investor therefore
benefits from all the research and market strategies being
applied by GWE within their own company to the investments held
in the Client’s portfolio.
Caution ! Shares are tradable instruments which fluctuate in
value. Short term portfolio performance can be volatile.
Request Performance Statistics
Our Strategy »
Value Investing, simply, means buying high quality shares with strong
dividend yields, at less than the intrinsic value and holding them for
substantially long periods. Buying into the best companies on the JSE
further strengthens downside risk and long term growth stability.
The timing and share selection in a portfolio of shares is
essential for real financial success and ultimate financial independence.
Compounding dividends gear the investment further..
So, how does it work? »
You open a
Premium or Freedom Fund Direct Account with us and we will
develop and manage a portfolio of shares for you. These shares
will be acquired in line with our own portfolio using a
defensive value trading strategy.
We open an
Online Share Trading - OST account in your name to buy and
sell these shares.
your capital (minimum of R25k or more depending on which fund
you choose - there is no upper limit) into your OST account
where it will earn maximum Money Market interest on cash
balance, the rest being invested into shares when it is
appropriate for us to do so. Contribute monthly
and see it
access from you to trade this account which will allow us to
buy and sell shares on your behalf. Your money is secure! Only
you can transfer money out of your OST account. We have no
access to your money !
You get a regular Investor News Letter to give you background
of the markets and the current strategy we
are following at
access your OST account on line at any time and view your
current portfolio value.
What are the
Costs? We charge a low renewable annual management fee on the
portfolio investment value which is paid regularly every