{"id":2520,"date":"2014-10-01T17:20:27","date_gmt":"2014-10-01T15:20:27","guid":{"rendered":"http:\/\/www.ijg-research.net\/?p=2520"},"modified":"2014-10-01T17:24:59","modified_gmt":"2014-10-01T15:24:59","slug":"ijg-recommended-nsx-dual-listed-portfolio","status":"publish","type":"post","link":"https:\/\/ijg.net\/research\/ijg-recommended-nsx-dual-listed-portfolio\/","title":{"rendered":"IJG recommended NSX Dual Listed Portfolio"},"content":{"rendered":"<p>With the NSX\/JSE Dual Listed counters as the investment universe, our rankings of most to least preferred stocks are as follows:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2521\" src=\"http:\/\/www.ijg-research.net\/wp-content\/uploads\/MLP.png\" alt=\"MLP\" width=\"345\" height=\"322\" srcset=\"https:\/\/ijg.net\/research\/wp-content\/uploads\/MLP.png 345w, https:\/\/ijg.net\/research\/wp-content\/uploads\/MLP-300x280.png 300w, https:\/\/ijg.net\/research\/wp-content\/uploads\/MLP-160x150.png 160w, https:\/\/ijg.net\/research\/wp-content\/uploads\/MLP-150x140.png 150w\" sizes=\"auto, (max-width: 345px) 100vw, 345px\" \/><\/p>\n<p>The benchmark index is market cap weighted, capped with a maximum weighting of 10% per share. With this in mind and considering our most to least preferred list, our recommended portfolio looks as follows. Our biggest active positions are Shoprite (Underweight), Truworths (Underweight), FirstRand (Overweight) and Sanlam (Overweight).<\/p>\n<p><a href=\"http:\/\/www.ijg-research.net\/wp-content\/uploads\/Active-weights.gif\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-2523\" src=\"http:\/\/www.ijg-research.net\/wp-content\/uploads\/Active-weights.gif\" alt=\"Active weights\" width=\"703\" height=\"503\" \/><\/a><\/p>\n<p>Recent returns are as follows:<\/p>\n<p><a href=\"http:\/\/www.ijg-research.net\/wp-content\/uploads\/Return-Table.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-2522\" src=\"http:\/\/www.ijg-research.net\/wp-content\/uploads\/Return-Table.png\" alt=\"Return Table\" width=\"662\" height=\"119\" srcset=\"https:\/\/ijg.net\/research\/wp-content\/uploads\/Return-Table.png 3993w, https:\/\/ijg.net\/research\/wp-content\/uploads\/Return-Table-300x53.png 300w, https:\/\/ijg.net\/research\/wp-content\/uploads\/Return-Table-1024x183.png 1024w, https:\/\/ijg.net\/research\/wp-content\/uploads\/Return-Table-250x44.png 250w, https:\/\/ijg.net\/research\/wp-content\/uploads\/Return-Table-150x26.png 150w, https:\/\/ijg.net\/research\/wp-content\/uploads\/Return-Table-950x169.png 950w\" sizes=\"auto, (max-width: 662px) 100vw, 662px\" \/><\/a><\/p>\n<p>Over the longer run our returns and alphas are as follows:<\/p>\n<p><a href=\"http:\/\/www.ijg-research.net\/wp-content\/uploads\/Returns.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-2524\" src=\"http:\/\/www.ijg-research.net\/wp-content\/uploads\/Returns.png\" alt=\"Returns\" width=\"721\" height=\"373\" srcset=\"https:\/\/ijg.net\/research\/wp-content\/uploads\/Returns.png 1994w, https:\/\/ijg.net\/research\/wp-content\/uploads\/Returns-300x155.png 300w, https:\/\/ijg.net\/research\/wp-content\/uploads\/Returns-1024x529.png 1024w, https:\/\/ijg.net\/research\/wp-content\/uploads\/Returns-250x129.png 250w, https:\/\/ijg.net\/research\/wp-content\/uploads\/Returns-150x77.png 150w\" sizes=\"auto, (max-width: 721px) 100vw, 721px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>With the NSX\/JSE Dual Listed counters as the investment universe, our rankings of most to least preferred stocks are as follows: The benchmark index is market cap weighted, capped with a maximum weighting of 10% per share. With this in mind and considering our most to least preferred list, our \u2026 <a class=\"continue-reading-link\" href=\"https:\/\/ijg.net\/research\/ijg-recommended-nsx-dual-listed-portfolio\/\"> Continue reading <span class=\"meta-nav\">&rarr; <\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12],"tags":[],"class_list":["post-2520","post","type-post","status-publish","format-standard","hentry","category-teamcommentary"],"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/ijg.net\/research\/wp-json\/wp\/v2\/posts\/2520","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ijg.net\/research\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ijg.net\/research\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ijg.net\/research\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ijg.net\/research\/wp-json\/wp\/v2\/comments?post=2520"}],"version-history":[{"count":5,"href":"https:\/\/ijg.net\/research\/wp-json\/wp\/v2\/posts\/2520\/revisions"}],"predecessor-version":[{"id":2529,"href":"https:\/\/ijg.net\/research\/wp-json\/wp\/v2\/posts\/2520\/revisions\/2529"}],"wp:attachment":[{"href":"https:\/\/ijg.net\/research\/wp-json\/wp\/v2\/media?parent=2520"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ijg.net\/research\/wp-json\/wp\/v2\/categories?post=2520"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ijg.net\/research\/wp-json\/wp\/v2\/tags?post=2520"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}