Stock Watch [Disclaimer: "by non-registered amateurs"]

Alton Turner Blackwood

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Apr 30, 2010
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IPO 20 April: New ETF
The AMI Big50 ex-SA Index is a market capitalisation weighted index designed to serve as a benchmark for a broader representation, from a sector and country perspective, of the African equity markets, excluding South Africa. The AMI Big50 ex-SA Index is comprised of 50 stocks, drawn from a subset of the Pan-Africa Index, excluding South Africa. The subset of the Pan-African Index from which the constituents are drawn is compiled such that every eligible exchange has at least one constituent from each of the various sectors represented by listed stocks on such eligible exchange.

Another contender as a Rand hedge.

https://www.cloudatlasinvesting.com/ami-big50-ex-sa-etf
 

Hamster

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Aug 22, 2006
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ok, third thread I have to post this in :p

That AMI Big50 is a very expensive ETF. TER of 1.17%
 

Hamster

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Aug 22, 2006
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Yup, I saw that too, but its still an option to consider when the Rand is slipping to R19 to the greenback :twisted:
I just don't have that much confidence in the rest of Africa.

Pretty cool how they take the largest share per index per exchange and include it. Maybe it'll work but time will tell.
 

Shirou

Expert Member
Joined
Dec 8, 2008
Messages
1,507
Guys.. I think i am missing something here.. I am still learning this whole Equities investing.. If it shows below your Profit.. do we try to sell some of that profit to make some money back? As it's just the value of the share increasing.. but my Shares number still stays the same..

For example i had over R600 Profit made with Capitec.. It's now -R12 loss.. I should have probably sold when the profit was high?

Same now with NU-WORLD.. It's in R450 Profit.. what should i do here?

Or do i just let these accounts run and not really touch them.. and when do we really touch them? As i understand EFT's is more for long term investing.. but what about Equities.
 

Hamster

Resident Rodent
Joined
Aug 22, 2006
Messages
42,928
Guys.. I think i am missing something here.. I am still learning this whole Equities investing.. If it shows below your Profit.. do we try to sell some of that profit to make some money back? As it's just the value of the share increasing.. but my Shares number still stays the same..

For example i had over R600 Profit made with Capitec.. It's now -R12 loss.. I should have probably sold when the profit was high?

Same now with NU-WORLD.. It's in R450 Profit.. what should i do here?

Or do i just let these accounts run and not really touch them.. and when do we really touch them? As i understand EFT's is more for long term investing.. but what about Equities.
Depends what you are doing. Are you actively trading or investing for retirement?

If you are in it for the long haul, buy into quality ETFs and ignore the news and your account. Zuma's *** has no real effect on your money if you only need it come 2045.
 

SauRoNZA

Honorary Master
Joined
Jul 6, 2010
Messages
47,848
My watchlist is in a small notebook. lol mostly because I use different computers at home, work and my cellphone.
I will go to moneyweb and sharedate.co.za (I like their site)

Maybe make the small notebook a digital one?

Like Onenote.
 

Shirou

Expert Member
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Dec 8, 2008
Messages
1,507
Depends what you are doing. Are you actively trading or investing for retirement?

If you are in it for the long haul, buy into quality ETF's and ignore the news and your account. Zuma's *** has no real effect on your money if you only need it come 2045.

Thanks Hamster for the feedback.. Well the ETF's for my TFSA i would be in for the long haul.. but my Equities Profile.. I am not too sure what to do here.. Sell as i make profit or just stick with it for divides paid? Not sure what other options would be best..
 
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Bundu

Expert Member
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Feb 15, 2011
Messages
3,421
Thanks Hamster for the feedback.. Well the EFT's for my TFSA i would be in for the long haul.. but my Equities Profile.. I am not too sure what to do here.. Sell as i make profit or just stick with it for divides paid? Not sure what other options would be best..
*ETF

you could split your equities into 'long term' and 'short term' and sell the short term when you have made a pre-decided profit or believe the share won't increase much more and you have another share you want to buy
 

Swa

Honorary Master
Joined
May 4, 2012
Messages
31,217
Guys.. I think i am missing something here.. I am still learning this whole Equities investing.. If it shows below your Profit.. do we try to sell some of that profit to make some money back? As it's just the value of the share increasing.. but my Shares number still stays the same..

For example i had over R600 Profit made with Capitec.. It's now -R12 loss.. I should have probably sold when the profit was high?

Same now with NU-WORLD.. It's in R450 Profit.. what should i do here?

Or do i just let these accounts run and not really touch them.. and when do we really touch them? As i understand EFT's is more for long term investing.. but what about Equities.
That is up to you. There are plenty of cyclical stocks and then there are those that are rather steady. I try to identify which is which. If one is having a bit of a bad time but it's a good solid company I buy. If I don't see any more room for growth I sell.

I don't know how much you put into Capitec. For one person R600 can be 1% but for another it's 10%. It all depends on your goal but in any case I wouldn't worry too much about a few percent over a few days. Capitec has had a rather good growth trajectory.

We generally don't mention amounts as it says nothing.
 

Shirou

Expert Member
Joined
Dec 8, 2008
Messages
1,507
*ETF

you could split your equities into 'long term' and 'short term' and sell the short term when you have made a pre-decided profit or believe the share won't increase much more and you have another share you want to buy

That is up to you. There are plenty of cyclical stocks and then there are those that are rather steady. I try to identify which is which. If one is having a bit of a bad time but it's a good solid company I buy. If I don't see any more room for growth I sell.

I don't know how much you put into Capitec. For one person R600 can be 1% but for another it's 10%. It all depends on your goal but in any case I wouldn't worry too much about a few percent over a few days. Capitec has had a rather good growth trajectory.

We generally don't mention amounts as it says nothing.


Thanks for the feedback guys, appreciate.
 
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