bw's current holdings are as follows:
Total dividends received: R20 787,12
Cash on hand (including dividends): R109 721,69 (10.84% of portfolio)
Total fees paid: R4 426,56
Net profit on share sales: R0,00
Tax on profit (reflected on leaderboard): R0,00
Code | Name | No. of shares | Ave. cost (excl fees) | Current price | % growth | Value | % of portfolio |
---|---|---|---|---|---|---|---|
APN | Aspen Pharmacare Hldgs L | 292 | 34120 | 30800 | -9.73% | R89 936,00 | 8.89% |
CML | CORONATION FUND MNGRS LD | 4065 | 7350 | 5416 | -26.31% | R220 160,40 | 21.76% |
DBXJP | Db x-trackers MSCI Japan | 20309 | 1023 | 1176 | 14.9% | R238 833,84 | 23.61% |
IPL | IMPERIAL HOLDINGS LTD | 2086 | 19231 | 12261 | -36.24% | R255 764,46 | 25.28% |
STXIND | Satrix INDI Portfolio | 1346 | 7371 | 7230 | -1.91% | R97 315,80 | 9.62% |
Total worth after tax: R1 011 732,19
Transaction History
Transaction date | Code | Name | No. of shares | Price | Value incl. fees | |
---|---|---|---|---|---|---|
2015-01-15 15:20:47 | IPL | IMPERIAL HOLDINGS LTD | 529 | 18794 | R99 817,94 | |
2015-02-02 11:19:24 | IPL | IMPERIAL HOLDINGS LTD | 490 | 20343 | R100 079,42 | |
2015-04-08 10:26:26 | IPL | IMPERIAL HOLDINGS LTD | 1067 | 18937 | R202 866,02 | |
2015-05-06 15:26:51 | APN | Aspen Pharmacare Hldgs L | 292 | 34120 | R100 028,92 | |
2015-06-15 11:57:03 | DBXJP | Db x-trackers MSCI Japan | 9749 | 1024 | R100 229,08 | |
2015-09-02 08:06:54 | CML | CORONATION FUND MNGRS LD | 4065 | 7350 | R299 972,61 | |
2015-10-06 08:18:01 | DBXJP | Db x-trackers MSCI Japan | 10560 | 1023 | R108 460,92 | |
2015-11-04 11:45:19 | STXIND | Satrix INDI Portfolio | 1346 | 7371 | R99 610,51 |
Dividend History, if a dividend is missing please go here
LDT | Code | Name | No. of shares | Dividend per share | Total dividend |
---|---|---|---|---|---|
2015-03-20 | IPL | IMPERIAL HOLDINGS LTD | 1019 | 297.50 | R3 031,53 |
2015-09-17 | IPL | IMPERIAL HOLDINGS LTD | 2086 | 378.25 | R7 890,30 |
2015-10-02 | APN | Aspen Pharmacare Hldgs L | 292 | 183.60 | R536,11 |
2015-11-27 | CML | CORONATION FUND MNGRS LD | 4065 | 229.50 | R9 329,17 |