Strive's current holdings are as follows:
Total dividends received: R0,00
Cash on hand (including dividends): R13,87 (0% of portfolio)
Total fees paid: R5 298,86
Net profit on share sales: R1 286,79
Tax on profit (reflected on leaderboard): R386,04
Code | Name | No. of shares | Ave. cost (excl fees) | Current price | % growth | Value | % of portfolio |
---|---|---|---|---|---|---|---|
ASHT40 | Ashburton Top 40 ETF | 1700 | 5297 | 5201 | -1.81% | R88 417,00 | 7.1% |
CSEW40 | CoreShares Equally Weighted top 40 | 7530 | 4897 | 5270 | 7.61% | R396 831,00 | 31.86% |
DIVTRX | CoreShares S&P South Africa Dividend Aristocrats | 504 | 2881 | 2953 | 2.49% | R14 883,12 | 1.19% |
NFILBI | NEWFUNDS ILBI ETF | 996 | 6554 | 6581 | 0.41% | R65 546,76 | 5.26% |
PTXTEN | PropTrax TEN | 4655 | 2164 | 2254 | 4.15% | R104 923,70 | 8.42% |
SYGWD | DB X-TRACKERS COL IN WLD | 21259 | 2611 | 2705 | 3.6% | R575 055,95 | 46.16% |
Total worth after tax: R1 245 285,36
Transaction History
Transaction date | Code | Name | No. of shares | Price | Value incl. fees | |
---|---|---|---|---|---|---|
2017-01-05 07:20:21 | SYGWD | DB X-TRACKERS COL IN WLD | 1654 | 2417 | R40 137,09 | |
2017-01-05 07:21:04 | CSEW40 | CoreShares Equally Weighted top 40 | 826 | 4845 | R40 179,78 | |
2017-01-05 07:22:26 | DIVTRX | CoreShares S&P South Africa Dividend Aristocrats | 174 | 2860 | R5 096,40 | |
2017-01-05 07:22:56 | PTXTEN | PropTrax TEN | 238 | 2080 | R5 070,40 | |
2017-01-05 07:24:38 | ASHMID | Ashburton Mid Cap ETF | 637 | 788 | R5 139,56 | |
2017-01-05 07:44:25 | CSEW40 | CoreShares Equally Weighted top 40 | 87 | 4845 | R4 335,15 | |
2017-02-03 06:47:44 | CSEW40 | CoreShares Equally Weighted top 40 | 811 | 4915 | R40 020,09 | |
2017-02-03 06:48:14 | SYGWD | DB X-TRACKERS COL IN WLD | 1668 | 2404 | R40 259,11 | |
2017-02-03 06:49:15 | PTXTEN | PropTrax TEN | 468 | 2140 | R10 135,20 | |
2017-02-03 06:50:13 | ASHMID | Ashburton Mid Cap ETF | 617 | 787 | R4 975,79 | |
2017-02-03 06:51:40 | DIVTRX | CoreShares S&P South Africa Dividend Aristocrats | 160 | 2853 | R4 684,80 | |
2017-03-07 10:36:51 | CSEW40 | CoreShares Equally Weighted top 40 | 800 | 4875 | R39 156,00 | |
2017-03-07 10:37:30 | SYGWD | DB X-TRACKERS COL IN WLD | 1660 | 2368 | R39 466,04 | |
2017-03-07 10:37:58 | ASHMID | Ashburton Mid Cap ETF | 625 | 789 | R5 051,25 | |
2017-03-07 10:38:39 | DIVTRX | CoreShares S&P South Africa Dividend Aristocrats | 170 | 2930 | R5 101,00 | |
2017-03-07 10:40:33 | PTXTEN | PropTrax TEN | 500 | 2120 | R10 720,00 | |
2017-06-25 10:22:55 | CSEW40 | CoreShares Equally Weighted top 40 | 2099 | 4760 | R100 312,05 | |
2017-06-25 10:23:33 | SYGWD | DB X-TRACKERS COL IN WLD | 4085 | 2500 | R102 533,50 | |
2017-06-25 10:25:58 | ASHMID | Ashburton Mid Cap ETF | 7000 | 710 | R49 898,80 | |
2017-06-25 10:26:52 | PTXTEN | PropTrax TEN | 2181 | 2160 | R47 298,04 | |
2017-08-02 12:56:43 | CSEW40 | CoreShares Equally Weighted top 40 | 1900 | 4970 | R94 807,72 | |
2017-08-02 12:57:15 | SYGWD | DB X-TRACKERS COL IN WLD | 3797 | 2622 | R99 955,57 | |
2017-08-02 12:58:39 | PTXTEN | PropTrax TEN | 233 | 2185 | R5 211,05 | |
2017-08-02 12:59:19 | ASHMID | Ashburton Mid Cap ETF | -8879 | 741 | -R65 673,39 | |
2017-08-02 12:59:54 | NFILBI | NEWFUNDS ILBI ETF | 996 | 6554 | R65 538,95 | |
2017-09-02 14:11:55 | SYGWD | DB X-TRACKERS COL IN WLD | 1900 | 2539 | R48 433,96 | |
2017-09-02 14:12:19 | CSEW40 | CoreShares Equally Weighted top 40 | 1007 | 5098 | R51 542,21 | |
2017-11-02 11:16:48 | ASHT40 | Ashburton Top 40 ETF | 1700 | 5297 | R90 409,20 | |
2017-11-02 11:17:22 | SYGWD | DB X-TRACKERS COL IN WLD | 2994 | 2877 | R86 481,93 | |
2017-11-02 11:18:19 | PTXTEN | PropTrax TEN | 1035 | 2220 | R23 097,00 | |
2017-12-11 15:23:09 | SYGWD | DB X-TRACKERS COL IN WLD | 3501 | 2845 | R100 001,86 |
Dividend History, if a dividend is missing please go here
LDT | Code | Name | No. of shares | Dividend per share | Total dividend |
---|---|---|---|---|---|