Invest like an Alpha in 2024

We’ve taken a look at the top 1% of EasyEquities' accounts with the highest overall growth* to see how these Alpha Investors achieved success.

How Alphas get it done

• They are regulars. 43% of Alphas make a deposit at least every 2nd month.
• They deposit more than they withdraw: 72% of Alphas didn’t make a withdrawal over the period*. Those that did, only withdrew 12% of their average monthly deposit amount.
• They have diversified portfolios containing different asset classes. Many of them are invested in US stocks, property and Tax Free Savings Accounts. 
• They're fans of Exchange Traded Funds - these are a collection of different shares that can be invested in one go.  

Good habits are #easy to form

• Contributing to your portfolio regularly can easily be put on autopilot by setting up a recurring investment. 
• There's an alternative to selling out of your investments when you need access to cash. EasyCredit offers you the opportunity to borrow money against your portfolio, so you don't have to interrupt the progress on your investments.
• Since we last looked at this data we've noticed an increased interest in unit trusts, with now over R1 Billion invested in unit trusts by our community. Diversify your portfolio with unit trusts by well known providers like Allan Gray, Coronation, Sanlam, NedGroup and more.
  
• More than half of Alphas are Thriving - Thrive is our loyalty program which is designed to help you learn and grow in your investing journey. See how you can grow more by viewing your Thrive activities.
• Stay up to date on what our community is buying by following the #EasyEquitiesTop5Buys on social media.
  
• We have an EasyAcademy with video tutorials to help you learn more about the different types of investments and wallets that Alphas make use of. You'll find EasyAcademy in the drop down on your profile menu, at the top right of your account.
  
  

See how an Alpha would invest with a specific amount of money by using our Alpha calculator:

Disclaimer: * This data has been pulled from April 2022 to April 2024 and accounts for 1% of total active clients who have experienced the highest total account value growth, in percentage terms, looking at clients with over R15 000 NAV in their EasyEquities rand-denominated portfolios at the start and end of the period. Retirement accounts include Retirement Annuity, Living Annuity, Preservation Pension Fund and Preservation Provident Fund.
The ranking of top bought holdings is calculated on the basis of the number of clients that purchased an instrument during the period. The information provided in this email is purely a statistical analysis of a segment of client behaviour within EasyEquities which does not mean that these behaviours are appropriate for you. You must always consider your own personal circumstances; and financial needs and objectives before making any investment decisions.