Satrix Tax free portfolio

ima_be_thatguy

Well-Known Member
Joined
Sep 21, 2015
Messages
115
Hi guys
Would like to get your thoughts on the following.

With Satrix offering more ETFs tax free,
Im toying with the idea of investing

Satrix MSCI (50%)
Satrix IND 25 (30%)
Satrix Property (20%)

Any thoughts?
 

supersunbird

Honorary Master
Joined
Oct 1, 2005
Messages
60,142
Hi guys
Would like to get your thoughts on the following.

With Satrix offering more ETFs tax free,
Im toying with the idea of investing

Satrix MSCI (50%)
Satrix IND 25 (30%)
Satrix Property (20%)

Any thoughts?

So a mix of their ETFs and unit trusts?

Satrix MSCI - Unit trust
Satrix IND 25 - ETF
Satrix Property - Unit Trust or ETF

Let me tell you, Satrix is pretty bad with user admin. I have had ETFs with them and currently have 2 UTs that I will access in 2022.

Rather get ETFs for your TFSA through EE or ABSA or direct with a provider, what I would do:

CoreShares Top50 (35%)
CoreShares S&P 500 (35%)
CoreShares Proptrax Ten (15%)
CoreShares S&P Global Property (15%)

Sygnia has also bought the DBX ETFs and is rebranding them as Itrix and is also bringing out new ETFs. But for now I'd do the above.
 

ima_be_thatguy

Well-Known Member
Joined
Sep 21, 2015
Messages
115
So a mix of their ETFs and unit trusts?

Satrix MSCI - Unit trust
Satrix IND 25 - ETF
Satrix Property - Unit Trust or ETF

Let me tell you, Satrix is pretty bad with user admin. I have had ETFs with them and currently have 2 UTs that I will access in 2022.

Rather get ETFs for your TFSA through EE or ABSA or direct with a provider, what I would do:

CoreShares Top50 (35%)
CoreShares S&P 500 (35%)
CoreShares Proptrax Ten (15%)
CoreShares S&P Global Property (15%)

Sygnia has also bought the DBX ETFs and is rebranding them as Itrix and is also bringing out new ETFs. But for now I'd do the above.

Hi
Satrix released the MSCI as an etf, IPO ended, trade opening 25th July for after the IPO
 
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