The document outlines coattail investing strategies for enhanced trading profitability through copy trading with various lead traders at Vunani Private Clients. It discusses specific trading strategies, portfolio qualifications, and the importance of managing risk and diversifying investments. Additionally, it emphasizes the necessity of understanding trader actions and provides details on automated forex trading accounts for maximizing performance with minimal risk.

1. Discover how coattail investing can
make you a more profitable trader
Mark Weetman
Vunani Private Clients
Rationale for Copy Trade
What is Copy trade
How does it work in SA
What to watch out for

2. Rationale for Copy trade

13. What is copy trade?

24. Our advanced statistics are sophisticated yet simple, giving transparency and calculations
that give a precise measure of a portfolio.

25. How does this work in SA

29. A selection of Vunani EAs

30. DOMESTIC LEAD TRADERS
“SMARTtrading”
Lead Trader: Roberto Pietropaolo (Robby P)
Strategy: The SMART Trading strategy is based on technical analysis and includes the option of short selling:
Short term, Momentum, Actionable, Real time, Trades
Trade size: Depending on the conviction of the analyst, trade size will vary between 5% and 10% of portfolio value to a maximum
of 40% total exposure when all open trades are considered.
Trade duration: Trades may range from one day to ninety days depending on prevailing market conditions. Trades that exceed ninety
days may be subject to a time stop where trades will be closed to avoid further carry cost.
Portfolio details: To qualify you will require a CFD/eCFD/SSF trading account in your name and a minimum investment amount for
trading of R30,000.

31. ALTERNATIVE INVESTING
Enhanced Alpha
Lead Trader: Michele Santangelo
TRADE LIKE A HEDGE FUND MANAGER
Follow the same trading strategies as implemented by Vunani’s Hedge Fund Manager
Strategy: The Enhanced Alpha Portfolio is an actively managed multi strategy
portfolio that invests in geared, equity linked securities within the South African financial markets.
The portfolio is able to take both long and short positions in order to reduce risk and increase returns while only investing in liquid
securities that can easily and quickly be turned into cash.
Portfolio details: To qualify you will require a CFD/eCFD/SSF trading account in your name and a minimum investment amount for
trading of R50,000.

32. DOMESTIC LEAD TRADERS
“Follow the White Rabbit”
Lead Trader: Nicolle Wepener
Strategy: Needle in the Haystack Trading is an exclusive equity trading and investment information service based on my personal
investment strategy and portfolio which I share with you.
The research and implementation of the strategy is done personally by me and is based on 80% fundamental and 20% technical
analysis.
Overview:
Most investors and traders have access to a world of trading information - a) yet most struggle with the interpretation of the
message received. b) read the message, but are not sure that they trust the source and c) do not have the time to sift through all the
financial jargon and make sense of it all.
By the time you have made up your mind to make an investment decision, the mom and pop investors know about it too and the run
is over.
Trading and investing is my passion. As an independent analyst, it is something I do 24/7, like a hobby of some sort.
I do not teach any specific strategy or skill to a client, I merely point you in the right direction and give you the facts to back my
decision.
Trading is about eliminating emotion and what better way to do it than to follow a few calls from a professional.
My own money in fully invested in my various personal investment strategies which I am offering to share with you.
Portfolio details: To qualify you will require a CFD/eCFD/SSF trading account in your name and a minimum investment amount for
trading of R20,000.

33. DOMESTIC LEAD TRADERS
“Follow the White Rabbit”

34. COMMODITY LEAD TRADERS
“Gold & Silver”

35. FX LEAD TRADERS
“Practical PIPs”

36. Our Forex Robot trading accounts are automated yet supervised by our professional managers
with years of experience in trading the market. Profit Trading employs unique automated trading
strategies in multi-layers for the markets, in currency pairs for maximum performance with
minimal risk.

37. Features and benefits of investing in the Forex Robot
• Only 100 accounts available to copy the Profit Trading Robot
• All trades are automatically copied - you don’t need to enter trades
• Performance fees are loaded at 50% of HIGH water mark - Fees are
applied only if you make profits above the previous profit levels.
• You have flexibility to move from one robot to the next at your
discretion.
• Terminate your trading at any time – Funds will be refunded at
month end.
• Follow your account via independent reporting website FxBlue
• Take a look at the performance below – remember that past
performance does not equate to future performance but you’ll get a
great idea of the potential.
Our trading platforms projects electronically in real time to a web based performance
visuals that are tracking each client’s portal that gives an account holder 24 X 7 access by
means of a secure login from reporting website www.fxblue.com

38. Our trading platforms projects electronically in real time to a web based performance
visuals that are tracking each client’s portal that gives an account holder 24 X 7 access
by means of a secure login from our website www.fxblue.com

39. 1. Profitable
2. Transparent
3. Consistent

40. What to watch out for?

41. FINAL COMMENTS
What to watch out for
Get to know your Lead Trader - Look at the traders’ discussions, blogs, reports and not hesitate to ask questions if you have them.
A good trader will keep active discussions and explain his or her actions and strategies.
Manage the risk profile - Avoid high-risk/high return, large drawdowns, deep stop-losses, poor moneymanagement
“As a learning tool, the concept of coattail investing is not a bad approach for a new investor.”
Time to market can be everything!
Search for steady consistent gains
Diversify across asset classes and Lead Traders
“Look beyond the top ranked traders”

42. If you want to know more
about copy trading
Greg Kangleas /
Juan-Daneel Breytenbach
Vunani Private Clients
info@vunaniprivateclients.co.za
011 384 2907/24