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tuyler

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Lets have our own Share My Portfolio like on Business Day TV.
 
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Share my dismay

R24,000 split between Aspen and Naspers but purchased at the height of their success. This is a long term position which is planning to prove that there is never a bad time to buy shares in the long term. Lets hope my bet payed off.

Last bet took 7 years to win so I am no stranger to a long haul.
 
May I ask if you have already maxed out your RA and tax free savings account?

I started my TFSA with only R200 on each of the following. DBXWRLD, RMBMID, STXINI, STXFINI, PROPTEN.

Only once I get my RA and medical tax credits will I top up my TFSA, R24000 into my RA and Id be getting around R7500 from Mr Zuma without the medical tax credits.
 
tuyler said:
May I ask if you have already maxed out your RA and tax free savings account?

I started my TFSA with only R200 on each of the following. DBXWRLD, RMBMID, STXINI, STXFINI, PROPTEN.

Only once I get my RA and medical tax credits will I top up my TFSA, R24000 into my RA and Id be getting around R7500 from Mr Zuma without the medical tax credits.
Click to expand...

:wtf:

Hivemind, mine is almost identical. Except that I trust the US economy slightly more than the world economy :D
 
Mine:
30% FOORD equity (old and I'm planning to reduce it as capital gains allows.
6%CML (from the days when I thought I could pick shares)
40% STXIND
24% RAFIND

My TFSA is also 50/50 STXIND, RAFIND.

I'll be upping my RAFIND to get an even split between STXIND and RAFIND. STXIND is too high in NPN for my liking, RAFIND is too high in MTN, but as a combination they look ok. The RAFIND is also very low in fees which I like, 0.12% as opposed to 0.45% of STXIND.

I don't count my RA as an investment, as I have no say where the money goes, and I won't touch it till I'm 62 in any case.
 
I am very much divided by BettaBeta40, STXIND and STXFIN.

Simon brown swears by betta40, he argues that the heavy weights will outperform when they doing well but under perform when it doesnt. When they start under performing doesnt its weighting get reduced?
 
Dr Who said:
This is a long term position which is planning to prove that there is never a bad time to buy shares in the long term.
Lets hope my bet payed off.

Last bet took 7 years to win so I am no stranger to a long haul.
Click to expand...

This is probably the worst financial advise Ive heard in a long time....
Buying at a R100 and Selling at R110 seven years later would be a terrible decision,
even though it came out in profit. :wtf:
 
AFT, CND, ADCorp, satrix divi, TCP.

Had shares in LEW. Paid great dividends. Should've kept them after African bank crash.

Worst share. I had. Metmar.
 
bchip said:
This is probably the worst financial advise Ive heard in a long time....
Buying at a R100 and Selling at R110 seven years later would be a terrible decision,
even though it came out in profit. :wtf:
Click to expand...

Hi Bchip

My test here is based on the following article which is written by a very good friend of mine. You might want to take a read.

http://www.geoffnoble.co.za/2013/09/opinion-so-what-if-market-crashes.html

Hence yes a R10 gain over a few years is very poor but a 200% gain might just change that view. Also just some more food for thought. If Naspers is valued correctly at a price of R2000 or below you are basically buying the current market value of 10cent and getting all the other Naspers companies for free including Supersport, Multichoice etc.

Analysts say that at R2450 it would be fairly valued. Will it get there who knows, will it have a high P/E yes but hell rather be in it than watching on the sidelines.

If this money was not here I would spend it.
 
Dr Who said:
Hi Bchip

Hence yes a R10 gain over a few years is very poor but a 200% gain might just change that view. Also just some more food for thought. If Naspers is valued correctly at a price of R2000 or below you are basically buying the current market value of 10cent and getting all the other Naspers companies for free including Supersport, Multichoice etc.
Click to expand...

Your argument is based on survivorship bias, so you look to things that worked,
however buying any kind of share and holding for years through a major drawdown is a terrible strategy,
and terrible investment advise.

How would this strategy have worked buying Resources in 2007 and holding...it is now 8 years later
and some of them still arent in profit.

How would this strategy have held up buying shares in Japan...most of them still arent back to all time highs,
and they made those highs in 1989!!
 
Update on share progress:
1) My R24,000 portfolio dropped by 10% over the first few weeks but now is trading at R23,891 which means that it has recovered most of its value. Looks like I am almost out the red.

On my strategy: In a perfect world I would buy when the market goes down ( only shares I think are worth it ) how ever based on circumstances I have never had spare money at any of these times.

Resources I think may be a very long term issue as I have no faith in our workforce and hence even in the best of times we cant max our profit. My poor strategy ( yes even I am agreeing - had it not been for a bet I would have never bought them ) might pay off or it will be a lesson in what not to do. However with the mix I have I cant see myself ever losing it all.

Life is also very strange, my 1st Flat which I bought purely as an investment has probably lost me money ( due to market ) and the flat I am in now which I purchase based on where I would like to live ( not worrying about investment potential and even overpaying for it in the end ) has probably already appreciated more than 20% in under 2yrs.

Markets are a funny thing. Lets hope soon I post numbers above R24,000.

Regards
 
konfab said:
:wtf:

Hivemind, mine is almost identical. Except that I trust the US economy slightly more than the world economy :D
Click to expand...

i've gone that route too.. US not looking good this yr
 
bchip said:
Your argument is based on survivorship bias, so you look to things that worked,
however buying any kind of share and holding for years through a major drawdown is a terrible strategy,
and terrible investment advise.

How would this strategy have worked buying Resources in 2007 and holding...it is now 8 years later
and some of them still arent in profit.

How would this strategy have held up buying shares in Japan...most of them still arent back to all time highs,
and they made those highs in 1989!!
Click to expand...

To be fair, for every Resources in 2007 there is the counterargument of Biotech in 2009. Hindsight is 20/20 vision.

Currently I am 40% 20 Year US Treasury Bonds since July. 20% Morgan Stanley Structured Note. 20% short VIX since end of August and 20% cash.

The T-Bonds will find their way somewhere once things stabilise a bit and the short VIX will be covered in the foreseeable future.
 
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New portfolio

1600 lonmin shares ( at an avg cost of R5.88 ) made 15% gain so far after pull back. My cheapest share batch bought was at R3.50.
6 shares in Naspers which is back in green just
15 shares in Aspen ( getting owned here )

Total value is just R28,800 ( this is my play around portfolio ) I also have about 300,000 invested with Alan Gray
 
100% of equity portfolio so far is Advanced Healthcare (AVL) with 1896 shares. Sitting at a 26.37% profit. I am only buying at R500 p/m. Will start buying ETF's as soon as I feel I have enough AVL shares.
 
Took a calculated risk with 100% in CML at R12 odd and sold at R87 four years later. The gains allowed me to retire early here in Portugal.
Now half into the more secure DIVTRX and the other half in ADI, PGR and CIL for alpha.
 
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