Satrix shares.

DJ... said:
Apologies to nakedpeanut and co, but:

images


It cannot not be posted, considering the previous claims made by OP, relating to his experience...
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Stop it now DJ. I am asking a legit question here. I have invited you to post your input but you declined and keep dissing me. I don't want this thread to be closed due to your personal issues with me. There are many people reading this thread to learn. If you cannot contribute, then stay out. You have been chucked out of a thread before, so please if you cannot contribute, stay out.
 
marco said:
Correct. The STXDIV is too volatile and the divs are taxed at 15%.
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Too volatile?, I don't agree, how did you come to that conclusion?
STXRES is perhaps volatile right now, but I would'nt say STXDIV is.
Regarding dividend tax, any and all dividends are taxed at 15% (unless you have an exemption)
 
And I don't think its a good idea for her/you to put all the money in 1 ETF.
Don't you think it would be safer for her/you to invest in at least 2 or 3?
STXIND is heavy on consumer goods, what if that collapses or goes through a bad few years?

Consider the bad aswell as the good times, we can't predict the future, but we can lessen damage through diversification.
 
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Hendrix said:
And I don't think its a good idea for her/you to put all the money in 1 ETF.
Don't you think it would be safer for her/you to invest in at least 2 or 3?
STXIND is heavy on consumer goods, what if that collapses or goes through a bad few years?

Consider the bad aswell as the good times, we can't predict the future, but we can lessen damage through diversification.
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This is exactly why I asked.
 
Hendrix said:
Too volatile?, I don't agree, how did you come to that conclusion?
STXRES is perhaps volatile right now, but I would'nt say STXDIV is.
Regarding dividend tax, any and all dividends are taxed at 15% (unless you have an exemption)
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Have you looked at the long term charts? STXINDI has the smoothest chart of all.
 
marco said:
Have you looked at the long term charts? STXINDI has the smoothest chart of all.
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I agree, it looks good, in fact the last 10 years look good.
BUT, will it continue? No-one knows, hence diversification...
 
marco said:
You have been chucked out of a thread before, so please if you cannot contribute, stay out.
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Stop lying, marco. This sort of blatant lying will get you nowhere.

So you have profit motive and that is all? No risk mitigation motive whatsoever? And liquidity motive? And sustainability motive? And...

You cannot transpose your CML abortion of a methodology onto Satrix investments. That's not the way that it works. BTW, if one were to begin advising you, it would simply be the absolute basics of risk and diversification, as well as tax, and well, basically market basics.

You're looking for a highly liquid, div-friendly, risk-mitigating investment, intended for the missus to live off. Yet want to stick it in a single Satrix product with no downside protection, that's not div-focused, that's exposed to massive sector risk (and it will hit over the long-term, that is always a guarantee, and your missus won't have the skillsets to stick it out), that has complex CGT implications, is less liquid than other products already mentioned and whose performance is in no way guaranteed...

...all because you look at the chart and reckon that deviation equals volatility therefore div-based portfolios (which are precisely what you're looking for here) are "too volatile and illiquid?" And this after all of the advice given in the thread so far. And this after all of the claims you have made about being such a market professional. Hopefully this is enough to make even you realise that you know very, very little about the very basics of investment.

And yes, I get frustrated, because personally, I have actually tried to help you in the past with regards to this exact situation that you are bringing up, yet you knew better. And it seems once again that you do...
 
I chose Rafi and Divi for my son's school fees (10 to 15 years). Good?
 
marco said:
Less resistant to market shocks.
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ROFL...:D

Once again, more bullschit...

1 - you claim you want the best performance, however risk mitigation is always at the expense to some extent of performance.
2 - you're not going to understand the significance of that sentence
3 - you've got this one back-to-front
 
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nakedpeanut said:
Off T:
I don't understand the people on the forum, I agree correct the guy when he is wrong or dishing out crap advise.
BUT he is asking a genuine legitimate question that could help a lot of people out.
But you take every chance to swing at him.
Pathetic.

Back On T:
I would also go with the INDI based on my current portfolio (which is still small :( )

People often get the wrong idea about the INDI account being industrials. It's not the industrial companies some people might thing.

For example from bloomberg, the current holdings are as follows:
SABMiller PLC 20.035%
Cie Financiere Richemont SA 14.314%
MTN Group Ltd 13.791%
Naspers Ltd 9.196%
Shoprite Holdings Ltd 4.812%
British American Tobacco PLC 3.935%
Remgro Ltd 3.158%
Bidvest Group Ltd 2.909%
Woolworths Holdings Ltd/South 2.446%
Aspen Pharmacare Holdings Ltd 2.377%


The FINI could also be an option, but it is majority banking stocks so it's heavily reliant on that one sector.
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I like the fact that 20% is in SAB so I would go for 60% Indi and 40% in Divi or/and Rafi.
 
alf101 said:
You adding an extra 5 years in case he flunks a few?
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He's only 2 years old. So I hope he'll go to tertiary when he's 17 (hence 15 years). 10 years in case they perform exceptionally well by then so that I can cash in.
 
Did you know?

Satrix Divi currently has 5.99% (the biggest single constituent in Divi) of the portfolio going to CML, while CML is not listed in Indi...

Just saying... ;)
 
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