Satrix EFT's

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MS-30

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What comments / feedback would I receive for the following portfolio of EFT's with a investment of 2 million rand, as follows, Satrix Capped INDI ETF @ 9% of investment,Satrix Glob Infrastructure Feed ETF @ 10% of investment, Satrix 40 ETF @ 8% ofinvestment, Satrix Bond Index - B1 @ 12% of investment, Satrix Global AggregateBond Feed ETF @ 6% of investment, Satrix MSCI Emerg Markets Feed ETF @ 13% ofinvestment, Satrix MSCI India Feed ETF @ 8% of investment, Satrix RESI ETF @ 9%of investment, Satrix S&P 500 Feed ETF @ 14% of investment and SatrixNasdaq 100 ETF @ 11% of investment. I would like to invest the above into a LA, with only a yearly drawdown of 3%. Satrix seems to have the lowest fees.
 
Why so many? I would go for two or three:

Satrix S&P 500 (or MSCI World)
Satrix Bond
Satrix 40 (or DIVI, RESI, INDI)

Decide the ratio depending how you want your exposure to equities vs. bonds, and offshore.
 
Hard to give financial advice without additional information, such as how long it will take you to get to retirement orgasm, which will dictate how much you should spend on a premium vs cheap hooker.
 
What I have learned many years ago, an ex satrix investor, satrix charges a hidden monthly fee. (Just heads up)
 
zerocool2009 said:
What I have learned many years ago, an ex satrix investor, satrix charges a hidden monthly fee. (Just heads up)
Click to expand...

Don't think that applies any more, as they are basically an Easy Equities platform now.

Which is all the less sensible to go with Satrix when you could just go to EE directly.
 
@MS-30 I'm not sure anyone will do an LA with your own prescribed ETF's, so if you don't want to do it directly yourself why not just go with 10X?

Who also own Coreshares now so it's really much of a muchness.

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SauRoNZA said:
Don't think that applies any more, as they are basically an Easy Equities platform now.

Which is all the less sensible to go with Satrix when you could just go to EE directly.
Click to expand...

For every single satrix investor I asked for a monthly statement for 3 months, the same funds I have.

Satrix charges a fee, which EE isnt. No jokes! (that is why I moved all my satrix accounts to EE (moving ETF's, as in not selling)
 
zerocool2009 said:
For every single satrix investor I asked for a monthly statement for 3 months, the same funds I have.

Satrix charges a fee, which EE isnt. No jokes! (that is why I moved all my satrix accounts to EE (moving ETF's, as in not selling)
Click to expand...

Don't see it on mine, but I only have a bit of legacy TFSA stuff sitting there.

Just the normal 0.1% fee and it's a total cost not a monthly thing.
 
SauRoNZA said:
Don't see it on mine, but I only have a bit of legacy TFSA stuff sitting there.

Just the normal 0.1% fee and it's a total cost not a monthly thing.
Click to expand...
I only had normal Satrix ETF's. Will confirm with a few friends who had the TFSA version. Think it also related to what fund you are investing in.
 
Two million spread over ten ETFs feels like you’re paying "variety tax". I’d keep one local equity, one offshore equity, and one bond bucket, then call it a day.

I plugged your weights into Zehnlabs’ overlap tool and 46 % of the offshore slice is the same US mega-caps repeating in S&P 500, Nasdaq 100 and the global infra feeder, basically double fees for the same shares. Rather lean Satrix Top 40 + Satrix Bond + Satrix MSCI World and rebalance once a year inside the LA. Fees drop, admin drops, sleep improves.
 
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