Beginner's current holdings are as follows:
Total dividends received: R12 362,94
Cash on hand (including dividends): R1 136,00 (0.09% of portfolio)
Total fees paid: R8 967,67
Net profit on share sales: -R69 838,53
Tax on profit (reflected on leaderboard): -R20 951,56
Code | Name | No. of shares | Ave. cost (excl fees) | Current price | % growth | Value | % of portfolio |
---|---|---|---|---|---|---|---|
CML | CORONATION FUND MNGRS LD | 1304 | 9910 | 11150 | 12.52% | R145 396,00 | 11.94% |
DBXUS | DB X-TRACKERS COL IN USA | 4545 | 2082 | 2317 | 11.28% | R105 307,65 | 8.65% |
DBXWD | DB X-TRACKERS COL IN WLD | 5294 | 1893 | 2011 | 6.23% | R106 462,34 | 8.74% |
EOH | EOH HOLDINGS LTD | 2072 | 10166 | 11337 | 11.52% | R234 902,64 | 19.29% |
RMI | Rand Merchant Ins Hldgs | 5251 | 3792 | 4062 | 7.12% | R213 295,62 | 17.52% |
SLM | Sanlam Limited | 923 | 6489 | 6871 | 5.89% | R63 419,33 | 5.21% |
STPROP | Stanlib SA Property ETF | 1459 | 5919 | 5942 | 0.39% | R86 693,78 | 7.12% |
STXIND | Satrix INDI Portfolio | 3195 | 5848 | 6218 | 6.33% | R198 665,10 | 16.31% |
TKG | Telkom SA SOC Ltd | 912 | 6683 | 6854 | 2.56% | R62 508,48 | 5.13% |
Total worth after tax: R1 238 738,50
Transaction History
Transaction date | Code | Name | No. of shares | Price | Value incl. fees | |
---|---|---|---|---|---|---|
2014-01-08 11:49:38 | STXIND | Satrix INDI Portfolio | 180 | 5393 | R9 827,40 | |
2014-01-08 11:50:36 | DBXEU | DB X-TRACKERS DJ EU ST 5 | 215 | 4551 | R9 904,65 | |
2014-01-08 11:51:48 | DBXWD | DB X-TRACKERS COL IN WLD | 560 | 1765 | R10 004,00 | |
2014-01-08 11:53:00 | DBXUK | DB X-TRACKERS FTSE 100 | 85 | 11700 | R10 065,00 | |
2014-01-08 11:53:41 | CML | CORONATION FUND MNGRS LD | 125 | 7990 | R10 107,50 | |
2014-01-08 11:55:12 | MTA | Metair Investments Ltd | 240 | 4113 | R9 991,20 | |
2014-01-08 11:56:13 | EOH | EOH HOLDINGS LTD | 115 | 8350 | R9 722,50 | |
2014-01-08 11:57:23 | PNC | PINNACLE TECH HLDGS LTD | 410 | 2403 | R9 972,30 | |
2014-01-08 11:59:58 | IVT | INVICTA HOLDINGS LTD | 75 | 12700 | R9 645,00 | |
2014-01-08 12:03:27 | OMN | OMNIA HOLDINGS LTD | 50 | 20550 | R10 395,00 | |
2014-02-03 12:58:35 | DBXUS | DB X-TRACKERS COL IN USA | 1054 | 1897 | R20 114,38 | |
2014-02-03 12:59:30 | DBXJP | Db x-trackers MSCI Japan | 2508 | 797 | R20 108,76 | |
2014-02-03 13:00:21 | DBXEU | DB X-TRACKERS DJ EU ST 5 | 219 | 4534 | R10 049,46 | |
2014-02-03 13:01:19 | DBXUK | DB X-TRACKERS FTSE 100 | 84 | 11749 | R9 989,16 | |
2014-02-03 13:02:30 | DBXWD | DB X-TRACKERS COL IN WLD | 563 | 1770 | R10 085,10 | |
2014-02-03 13:04:47 | MTA | Metair Investments Ltd | 230 | 4322 | R10 060,60 | |
2014-02-03 13:06:23 | OMN | OMNIA HOLDINGS LTD | 48 | 20793 | R10 100,64 | |
2014-02-03 13:12:03 | STXRES | SATRIX RESI PORTFOLIO | 176 | 5377 | R9 583,52 | |
2014-02-19 10:09:01 | IVT | INVICTA HOLDINGS LTD | -75 | 11875 | -R8 786,25 | |
2014-02-19 10:09:52 | OMN | OMNIA HOLDINGS LTD | 40 | 21795 | R8 838,00 | |
2014-03-03 13:40:55 | CML | CORONATION FUND MNGRS LD | 115 | 8644 | R10 060,60 | |
2014-03-03 13:52:21 | MTA | Metair Investments Ltd | 450 | 4399 | R19 915,50 | |
2014-03-03 13:53:23 | STXRES | SATRIX RESI PORTFOLIO | 175 | 5635 | R9 981,25 | |
2014-03-03 14:10:12 | STXIND | Satrix INDI Portfolio | 370 | 5383 | R20 037,10 | |
2014-03-03 14:12:41 | PNC | PINNACLE TECH HLDGS LTD | 430 | 2312 | R10 061,60 | |
2014-03-03 14:13:39 | EOH | EOH HOLDINGS LTD | 115 | 8620 | R10 033,00 | |
2014-03-03 14:17:09 | DBXUK | DB X-TRACKERS FTSE 100 | 163 | 12067 | R19 789,21 | |
2014-04-02 10:37:03 | CML | CORONATION FUND MNGRS LD | 965 | 10270 | R99 501,92 | |
2014-04-11 09:09:22 | PNC | PINNACLE TECH HLDGS LTD | -840 | 1250 | -R10 380,00 | |
2014-04-11 09:10:47 | DBXJP | Db x-trackers MSCI Japan | -2508 | 724 | -R18 037,92 | |
2014-04-11 09:13:33 | STXFIN | Satrix FINI Portfolio | 2072 | 1402 | R29 169,44 | |
2014-05-02 10:18:44 | STXFIN | Satrix FINI Portfolio | 702 | 1425 | R10 123,50 | |
2014-05-02 10:19:50 | STXRES | SATRIX RESI PORTFOLIO | 173 | 5753 | R10 072,69 | |
2014-05-02 10:20:43 | STXIND | Satrix INDI Portfolio | 177 | 5600 | R10 032,00 | |
2014-05-02 10:22:21 | OMN | OMNIA HOLDINGS LTD | 100 | 22590 | R22 710,00 | |
2014-05-02 10:23:33 | CML | CORONATION FUND MNGRS LD | 99 | 10290 | R10 307,10 | |
2014-05-02 10:24:43 | ADI | Adaptit Holdings Limited | 4758 | 768 | R36 687,61 | |
2014-06-02 10:14:55 | SOL | Sasol Limited | 99 | 59973 | R59 610,76 | |
2014-06-02 10:16:30 | STXIND | Satrix INDI Portfolio | 168 | 5830 | R9 914,40 | |
2014-06-02 10:18:08 | STXFIN | Satrix FINI Portfolio | 689 | 1441 | R10 048,49 | |
2014-06-02 10:18:51 | STXRES | SATRIX RESI PORTFOLIO | -524 | 5545 | -R28 935,80 | |
2014-06-02 10:19:42 | ADI | Adaptit Holdings Limited | -4758 | 780 | -R36 992,40 | |
2014-06-02 10:20:29 | DBXEU | DB X-TRACKERS DJ EU ST 5 | 631 | 4750 | R30 092,50 | |
2014-06-02 10:23:47 | DBXWD | DB X-TRACKERS COL IN WLD | 1095 | 1825 | R20 103,75 | |
2014-06-02 10:24:37 | DBXUS | DB X-TRACKERS COL IN USA | 513 | 1950 | R10 123,50 | |
2014-06-02 10:26:36 | OMN | OMNIA HOLDINGS LTD | 43 | 23201 | R10 096,43 | |
2014-06-02 10:28:01 | STXIND | Satrix INDI Portfolio | 169 | 5830 | R9 972,70 | |
2014-06-02 10:29:39 | MTA | Metair Investments Ltd | 135 | 4090 | R5 641,50 | |
2014-06-11 13:20:14 | SOL | Sasol Limited | 5 | 61763 | R3 208,15 | |
2014-06-13 10:53:21 | STXFIN | Satrix FINI Portfolio | -3463 | 1470 | -R50 786,10 | |
2014-06-13 10:54:32 | STXIND | Satrix INDI Portfolio | 851 | 5960 | R50 922,48 | |
2014-07-07 10:48:54 | SLM | Sanlam Limited | 643 | 6209 | R40 083,57 | |
2014-07-07 10:52:17 | EOH | EOH HOLDINGS LTD | 220 | 9125 | R20 195,00 | |
2014-07-07 10:53:02 | DBXUS | DB X-TRACKERS COL IN USA | 975 | 2056 | R20 166,00 | |
2014-07-07 10:54:55 | STXIND | Satrix INDI Portfolio | 321 | 6059 | R19 569,39 | |
2014-08-08 11:09:46 | EOH | EOH HOLDINGS LTD | 633 | 9452 | R60 070,48 | |
2014-08-08 11:10:52 | STXIND | Satrix INDI Portfolio | 515 | 5822 | R30 103,30 | |
2014-08-08 11:12:05 | OMN | OMNIA HOLDINGS LTD | 44 | 22200 | R9 888,00 | |
2014-09-01 12:26:28 | CIL | Cons Infrastructure Grp | 1575 | 3173 | R50 174,65 | |
2014-09-01 12:35:30 | RMI | Rand Merchant Ins Hldgs | 1478 | 3357 | R49 814,93 | |
2014-10-13 12:33:56 | CIL | Cons Infrastructure Grp | 906 | 3310 | R30 108,60 | |
2014-10-13 12:35:55 | RMI | Rand Merchant Ins Hldgs | 860 | 3475 | R30 005,00 | |
2014-10-13 12:37:28 | OMN | OMNIA HOLDINGS LTD | 128 | 23159 | R29 763,52 | |
2014-10-13 12:38:30 | TKG | Telkom SA SOC Ltd | 194 | 5714 | R11 205,16 | |
2014-11-05 09:55:45 | MTA | Metair Investments Ltd | 1305 | 3800 | R49 788,36 | |
2014-11-05 09:59:31 | SLM | Sanlam Limited | 280 | 7132 | R20 089,60 | |
2014-11-05 10:00:57 | RMI | Rand Merchant Ins Hldgs | 497 | 4010 | R20 049,70 | |
2014-11-05 10:02:49 | EOH | EOH HOLDINGS LTD | 99 | 10749 | R10 761,51 | |
2014-12-05 12:27:56 | TKG | Telkom SA SOC Ltd | 718 | 6945 | R50 064,56 | |
2014-12-05 12:29:14 | OMN | OMNIA HOLDINGS LTD | -453 | 18081 | -R81 786,93 | |
2014-12-05 12:33:03 | MTA | Metair Investments Ltd | -2360 | 3382 | -R79 695,20 | |
2014-12-05 12:34:27 | RMI | Rand Merchant Ins Hldgs | 2416 | 4126 | R100 082,90 | |
2014-12-05 12:35:45 | EOH | EOH HOLDINGS LTD | 884 | 11300 | R100 291,57 | |
2014-12-05 12:38:03 | DBXUS | DB X-TRACKERS COL IN USA | 657 | 2228 | R14 757,96 | |
2014-12-05 12:38:59 | SOL | Sasol Limited | -104 | 42900 | -R44 496,00 | |
2014-12-05 12:39:32 | CIL | Cons Infrastructure Grp | -2481 | 3000 | -R74 310,00 | |
2014-12-05 13:01:33 | DBXWD | DB X-TRACKERS COL IN WLD | 3076 | 1963 | R60 623,41 | |
2014-12-05 13:02:14 | DBXUS | DB X-TRACKERS COL IN USA | 1346 | 2225 | R30 068,50 | |
2014-12-05 13:03:33 | STXIND | Satrix INDI Portfolio | 444 | 6196 | R27 630,24 | |
2014-12-05 13:04:33 | DBXEU | DB X-TRACKERS DJ EU ST 5 | -1065 | 4496 | -R47 762,40 | |
2014-12-05 13:04:56 | DBXUK | DB X-TRACKERS FTSE 100 | -332 | 11865 | -R39 271,80 | |
2014-12-05 13:07:33 | STPROP | Stanlib SA Property ETF | 1459 | 5919 | R86 703,64 | |
2014-12-19 11:55:46 | EOH | EOH HOLDINGS LTD | 6 | 11301 | R798,06 |
Dividend History, if a dividend is missing please go here
LDT | Code | Name | No. of shares | Dividend per share | Total dividend |
---|---|---|---|---|---|
2014-01-10 | OMN | OMNIA HOLDINGS LTD | 50 | 157.25 | R78,62 |
2014-03-28 | STXIND | Satrix INDI Portfolio | 550 | 5.20 | R28,60 |
2014-05-16 | MTA | Metair Investments Ltd | 920 | 59.50 | R547,40 |
2014-06-06 | CML | CORONATION FUND MNGRS LD | 1304 | 233.75 | R3 048,10 |
2014-06-14 | DBXJP | Db x-trackers MSCI Japan | 0 | 3.34 | R0,00 |
2014-06-14 | DBXUK | DB X-TRACKERS FTSE 100 | 332 | 158.05 | R524,73 |
2014-06-14 | DBXWD | DB X-TRACKERS COL IN WLD | 2218 | 14.70 | R326,05 |
2014-06-14 | DBXEU | DB X-TRACKERS DJ EU ST 5 | 1065 | 63.00 | R670,95 |
2014-06-14 | DBXUS | DB X-TRACKERS COL IN USA | 1567 | 7.37 | R115,49 |
2014-06-27 | STXRES | SATRIX RESI PORTFOLIO | 0 | 8.47 | R0,00 |
2014-06-27 | STXFIN | Satrix FINI Portfolio | 0 | 15.47 | R0,00 |
2014-06-27 | STXIND | Satrix INDI Portfolio | 1915 | 21.04 | R402,92 |
2014-07-04 | IVT | INVICTA HOLDINGS LTD | 0 | 156.95 | R0,00 |
2014-09-05 | ADI | Adaptit Holdings Limited | 0 | 7.00 | R0,00 |
2014-09-26 | STXIND | Satrix INDI Portfolio | 2751 | 37.85 | R1 041,25 |
2014-10-03 | SOL | Sasol Limited | 104 | 1147.50 | R1 193,40 |
2014-10-24 | EOH | EOH HOLDINGS LTD | 1083 | 102.00 | R1 104,66 |
2014-11-28 | CML | CORONATION FUND MNGRS LD | 1304 | 251.60 | R3 280,86 |