MoneyChief's current holdings are as follows:
Total dividends received: R5 215,91
Cash on hand (including dividends): R212,75 (0.02% of portfolio)
Total fees paid: R5 954,09
Net profit on share sales: R2 413,50
Tax on profit (reflected on leaderboard): R724,05
Code | Name | No. of shares | Ave. cost (excl fees) | Current price | % growth | Value | % of portfolio |
---|---|---|---|---|---|---|---|
ADH | ADVTECH LTD | 280 | 1799 | 1710 | -4.95% | R4 788,00 | 0.4% |
ASHMID | Ashburton Mid Cap ETF | 37798 | 724 | 753 | 4.01% | R284 618,94 | 23.72% |
ASHT40 | Ashburton Top 40 ETF | 4285 | 4655 | 4319 | -7.23% | R185 069,15 | 15.42% |
DBXWD | DB X-TRACKERS COL IN WLD | 6662 | 2510 | 2465 | -1.78% | R164 218,30 | 13.68% |
NFGOVI | NEWFUNDS GOVI ETF | 7469 | 5079 | 5227 | 2.92% | R390 404,63 | 32.53% |
PTXTEN | PropTrax TEN | 8455 | 2075 | 2020 | -2.66% | R170 791,00 | 14.23% |
Total worth after tax: R1 199 378,72
Transaction History
Transaction date | Code | Name | No. of shares | Price | Value incl. fees | |
---|---|---|---|---|---|---|
2016-01-06 15:10:05 | PTXTEN | PropTrax TEN | 1029 | 1933 | R20 010,57 | |
2016-01-06 15:11:13 | STXIND | Satrix INDI Portfolio | 285 | 6978 | R20 007,30 | |
2016-01-06 15:11:45 | ASHMID | Ashburton Mid Cap ETF | 3184 | 623 | R19 956,32 | |
2016-01-06 15:12:49 | NFGOVI | NEWFUNDS GOVI ETF | 426 | 4669 | R20 009,94 | |
2016-01-06 15:13:47 | DBXWD | DB X-TRACKERS COL IN WLD | 779 | 2540 | R19 906,60 | |
2016-02-03 09:12:20 | DBXWD | DB X-TRACKERS COL IN WLD | 793 | 2514 | R20 056,02 | |
2016-02-03 09:12:44 | NFGOVI | NEWFUNDS GOVI ETF | 422 | 4712 | R20 004,64 | |
2016-02-03 09:13:08 | PTXTEN | PropTrax TEN | 1054 | 1887 | R20 008,98 | |
2016-02-03 09:13:32 | ASHMID | Ashburton Mid Cap ETF | 3142 | 633 | R20 008,86 | |
2016-02-03 09:13:52 | STXIND | Satrix INDI Portfolio | 288 | 6844 | R19 830,72 | |
2016-03-01 12:26:26 | DBXWD | DB X-TRACKERS COL IN WLD | 1009 | 2460 | R24 941,40 | |
2016-03-01 12:27:12 | NFGOVI | NEWFUNDS GOVI ETF | 393 | 4760 | R18 826,80 | |
2016-03-01 12:27:55 | PTXTEN | PropTrax TEN | 944 | 1980 | R18 811,20 | |
2016-03-01 12:28:31 | ASHMID | Ashburton Mid Cap ETF | 2680 | 695 | R18 746,00 | |
2016-03-01 12:28:51 | STXIND | Satrix INDI Portfolio | 271 | 6868 | R18 732,28 | |
2016-03-18 15:05:36 | STXIND | Satrix INDI Portfolio | -844 | 7292 | -R61 424,48 | |
2016-03-18 15:06:01 | STX40 | Satrix 40 Portfolio | 1276 | 4767 | R61 070,23 | |
2016-03-29 10:11:08 | STX40 | Satrix 40 Portfolio | 5 | 4665 | R353,25 | |
2016-04-01 08:48:47 | ASHMID | Ashburton Mid Cap ETF | 2168 | 741 | R16 184,88 | |
2016-04-01 08:49:39 | DBXWD | DB X-TRACKERS COL IN WLD | 685 | 2415 | R16 662,75 | |
2016-04-01 08:51:23 | NFGOVI | NEWFUNDS GOVI ETF | 462 | 4865 | R22 596,30 | |
2016-04-01 08:52:21 | PTXTEN | PropTrax TEN | 796 | 2185 | R17 512,60 | |
2016-04-01 08:53:12 | STX40 | Satrix 40 Portfolio | 515 | 4605 | R23 835,75 | |
2016-04-01 08:54:11 | DBXWD | DB X-TRACKERS COL IN WLD | 120 | 2415 | R3 018,00 | |
2016-05-18 11:48:02 | ASHMID | Ashburton Mid Cap ETF | 13518 | 737 | R100 026,17 | |
2016-06-01 12:03:27 | PTXTEN | PropTrax TEN | 4632 | 2150 | R99 986,35 | |
2016-07-06 11:00:02 | NFGOVI | NEWFUNDS GOVI ETF | 1958 | 5071 | R99 687,34 | |
2016-08-01 08:57:34 | ASHT40 | Ashburton Top 40 ETF | 2148 | 4651 | R100 303,09 | |
2016-09-01 13:13:50 | ASHT40 | Ashburton Top 40 ETF | 2137 | 4660 | R99 982,54 | |
2016-09-01 13:14:48 | STX40 | Satrix 40 Portfolio | -1796 | 4669 | -R83 735,24 | |
2016-09-01 13:15:20 | DBXWD | DB X-TRACKERS COL IN WLD | 3276 | 2540 | R83 543,24 | |
2016-10-10 12:02:02 | NFGOVI | NEWFUNDS GOVI ETF | 1888 | 5276 | R100 009,32 | |
2016-11-01 09:10:15 | ASHMID | Ashburton Mid Cap ETF | 13106 | 760 | R100 004,02 | |
2016-11-24 16:27:40 | ADH | ADVTECH LTD | 280 | 1799 | R5 157,20 | |
2016-12-01 14:47:15 | NFGOVI | NEWFUNDS GOVI ETF | 1920 | 5180 | R99 853,82 |
Dividend History, if a dividend is missing please go here
LDT | Code | Name | No. of shares | Dividend per share | Total dividend |
---|---|---|---|---|---|
2016-04-04 | PTXTEN | PropTrax TEN | 3823 | 23.53 | R899,55 |
2016-04-04 | ASHMID | Ashburton Mid Cap ETF | 11174 | 4.03 | R450,31 |
2016-07-04 | ASHMID | Ashburton Mid Cap ETF | 24692 | 2.34 | R577,79 |
2016-09-28 | PTXTEN | PropTrax TEN | 8455 | 27.53 | R2 327,66 |
2016-10-12 | ASHMID | Ashburton Mid Cap ETF | 24692 | 3.89 | R960,52 |