UPDATE ON MARKETS: FTSE/JSE All Share demonstrated another impressive performance in July, outperforming the MSCI All Country World Index. JSE recorded a 4.01% increase, while South African bonds (ALBI) & the local property market improved by 2.29% and 2.3%, respectively in July. 2/15

The JSE experienced a significant surge in July, gaining 9.7% in USD value. Comparatively, the MSCI All Country Index had a more modest growth of 3.66%, while the MSCI Emerging Markets Index witnessed a 6.22% increase.

THREAD: A picture is worth a thousand words. Let's look at a few of the globe's largest #ETF's & their graphs & see if we can make some sense of the current market environment.

What a year it's been for #Oil & #Energy! Only positive YTD #MSCI #Sector.

$IXC 2/19

#Global #CleanEnergy #ETF relative to Global #Energy shows an interesting picture.

$ICLN vs $IXC

THREAD: A picture is worth a thousand words. Let's look at a few #ETF graphs & see if we can make some sense of the current market environment.

What a year it's been for #Oil & #Energy! Sharing only positive YTD #MSCI #Sector performance with #Financials.

$IXC $IXG 2/15

#EmergingMarkets #ETF seriously lagging #DevelopedMarkets ETF, mostly due to disinvestment from #China.

#SouthAfrica might need a lot of catch up, but $EZA 1YR performance in USD (+9.9%) is still ahead of $EEM (-11.3%)

$URTH

UPDATE ON MARKETS: Happy New Year, everyone. The South African market ended 2021 with its best performance in 12 years. FTSE/JSE All Share increased by 4.8% during December, SA Property stocks increased by 7.88% in December, while SA All Bond Index improved 2.69% for the period. 2/10

FTSE/ JSE All Share (+4.03%) in USD, performed in line with MSCI All Country World Index (+4.00%), while MSCI Emerging Markets Index (+1.88%) again lagged both these indices. The 12-month performance for JSE in USD terms was also in line with the MSCI ACWI’s performance.

#Global #ETF (thread): 26 Aug 2021

- 2020 worst perf #sectors making still leading in 2021 $IXG $IXC

- This is helping #oil producing countries with #SaudiArabia & #UAE in top5 #Country ETF YTD performers in USD $KSA $UAE

- #SouthAfrica $EZA still in top30 YTD performers 2/12

#EmergingMarkets #ETF seriously lagging #DevelopedMarkets ETF, mostly due to disinvestment from #China.

#SouthAfrica might need a lot of catch up, but $EZA YTD performance in USD (+8.2%) is still ahead of $EEM (-0.95%)

UPDATE ON MARKETS: BIG breather from all things SA. FTSE/JSE All Share retracted by 2.4% during June, bringing year-to-date returns to 13.2%. SA Property stocks had a great recovery, increasing 3.4%. Despite having net foreign selling pressure, SA All Bond Index increased by 1.1% 2/9

Massive underperformance by the FTSE/ JSE All Share (-6.2%) versus the MSCI All Country World Index (+1.32%) in USD-terms. The 12-month performance for the JSE in USD terms still leads the MSCI ACWI’s performance by nearly 13%.

UPDATE ON MARKETS: FTSE/JSE All Share improved by another 1.6% during May, bringing the year-to-date returns to 16.02%. SA Property stocks took a breather after a MASSIVE recovery during April by declining by 2.9% in May. The SA All Bond Index increased by 3.7% for the period. 2/9

The FTSE/ JSE All Share (+7.30%) had a much stronger month than the MSCI All Country World Index (+1.56%) again in USD-terms. The 12-month performance for the JSE in USD-terms still leads the MSCI ACWI’s performance by nearly 35%.

UPDATE ON MARKETS: The FTSE/JSE All Share (JSE) improved by 0.97% during April, bringing the 12-month returns to 36.4%. SA Property stocks (SAPY) saw a MASSIVE recovery during April by gaining 11.68%, while the SA All Bond Index decreased by 1.9% for the period. 2/9

The FTSE/ JSE All Share (+2.84%) had a slower month than the MSCI All Country World Index (+4.37%) in USD terms. It did however managed to outperform the MSCI EM (2.49%). The 12-month performance for the JSE in USD terms still leads the MSCI ACWI’s performance by nearly 30%.

UPDATE ON MARKETS: Man! I'm glad I didn't advice investors to cash in all they're local equity investments a year ago to invest abroad. #JSE improved by 1.6% during March, bringing 12-month returns to 54%. SA Property followed by gaining 1.2%, while the SA Bonds decreased 2.5%. Page 2/9

The FTSE/ JSE All Share (+3.82%) again enjoyed a much better month than the MSCI All Country World Index (+2.67%) again in USD terms. The 12-month performance for the JSE in USD-terms still leads the MSCI ACWI’s performance by nearly 32%. Wow!

Anybody feels like looking at a few #Global #ETF graphs? Or are you all sitting in front of a big fire, ready for that Sunday braai or potjie?

If there's interest, I'll be happy to show 1 graph for every like or retweet?

#MonthEnd #Markets That's nr1 (5 likes & retweets). Nice one @RocknDad 😂- saw you sneak in both a like & retweet, but rules are rules.

#SouthAfrica dropping down to 10th in the #Country #ETF YTD rankings. #China losing the lead to #Taiwan. #Brazil new current holder of the wooden spoon.

UPDATE ON MARKETS: What an eventful start to 2021. Between short-squeezes and hedge funds blowing up, volatility was definitely on the forefront during January. FTSE/JSE All Share (JSE) improved by 5.21% during January, bringing the 12-month returns to 14.51%. 2/12

South African Large Caps dominated during January, growing by 5.41%. Mid Caps and Small Caps grew by 2.59% and 3.88%, respectively.

#Global #ETF Weekly & Month-end (thread): 29 Jan 2021

- 2020 worst perf #sector making comeback in 2021 $IXC

- This is helping #oil producing countries with #Nigeria & #UAE in top5 #Country ETF YTD performers in USD $NGE $UAE

- #SouthAfrica $EZA moved into top15 YTD performers 2/12

#EmergingMarkets #ETF still storming ahead against #DevelopedMarkets ETF, still not relatively "overbought" yet, but getting close.

#SouthAfrica might need a lot of catch up, but $EZA YTD performance in USD (+0.2%) continued 2nd half on 2020 recovery against $URTH (-0.8%)

#Global #ETF Weekly (thread): 15 Jan 2021

- 2020 worst perf #sector making comeback in 2021 $IXC

- This is helping #oil producing countries with #Nigeria, #UAE & #Russia in top5 #Country ETF YTD performers in USD $NGE $UAE $ERUS

- Few countries moving in red this week 2/8

#Global #Value #stocks still making short-term recovery, with $IWVL #ETF still looking very strong relatively over the short-term. Over 3yr period it is however still lagging quite substantially.

This should be interesting for this months #OrbisvsSP500 unofficial challenge

UPDATE ON MARKETS: What a month! FTSE/JSE All Share improved by 10.5% during November, following 4.7% contraction during Oct & 1.6% decline in Sep. SA Property stocks made 17.5% recovery during Nov, bringing YTD performance to -43.6%. SA All Bond Index increased by 3.3% for month 2/13

South African Small Caps continued to perform well during November, growing by 15.56%. Mid-Caps and Large Caps grew by 10.05% and 10.37% respectively.

UPDATE ON MARKETS: With flareup of #COVID19 globally & many countries moving back into hard lockdown, #markets reacted. FTSE/JSE All Share contracted by further 4.7% during October, following 1.6% September decline. Another horrible month for Local Property stocks dropping 8.5%. 2/12

South African Small Caps were top performers for October, growing by 0.1% during the month. Mid Caps declined by 3.1% for the period, while Large Caps had a massive loss of 5.1% during October.

UPDATE ON MARKETS: Following the recovery in May, the FTSE/JSE All Share enjoyed another SOLID (+7.74%) month in June. Local Property stocks (SAPY) enjoyed a BIG comeback, increasing by 13.4% during June. 2/10

After lagging behind in both April and May, Small Caps was the star performer with an 11.4% increase. Large-Caps again outperformed the JSE (+7.85%), while Mid-Caps lagged somewhat behind with +6.6% over the same period.

UPDATE ON MARKETS: Much better month for SA market indeed. FTSE/JSE All Share ended month 3.3% positive in Rand-terms. This brings the full 2019-year return in Rand to 12.1%. SA Property bucked local equity market’s trend, losing 2.1%. Local Bonds improved 1.9% over same period. Page 2/10

Mid-Caps was again the star performer in December, increasing by 4.7%. Large Caps also outperformed the JSE with a monthly return of 3.7%, while Small-Caps only improved by 0.2% over the same period.

UPDATE ON MARKETS: Interesting month indeed. Although JSE ended November down 1.8% in ZAR, this was mainly due to Rand strength, while it actually improved 1.3% in USD. This brings YTD returns in ZAR to 8.5% & 12mth returns to 13.1%. SA Property increased 0.8%. Local Bonds flat. Page2/10

Mid-Caps was again the star performer in November, increasing by 0.6%. Large Caps decreased more than the JSE with -2%, while Small-Caps lost 1.2% over the same period.

First quarter of 2019 done & dusted. Although $JALSH increased by 7.97% YTD, avg return of all $JTopi stocks, for example (+1.37%), paints a totally different picture. Local Property took another beating in March, with $SAPY losing a further 1.46% of its value during the month. Part 2 - Most of the performance came from Large Caps (up 8.45% YTD), with Mid Caps only growing by 2.76% over the same period, while Small Caps lost a further 3.41% in 2019 thus far.