russellO's current holdings are as follows:
Total dividends received: R12 511,62
Cash on hand (including dividends): R3 846,49 (0.33% of portfolio)
Total fees paid: R9 442,09
Net profit on share sales: -R38 541,94
Tax on profit (reflected on leaderboard): -R11 562,58
Code | Name | No. of shares | Ave. cost (excl fees) | Current price | % growth | Value | % of portfolio |
---|---|---|---|---|---|---|---|
ASHMID | Ashburton Mid Cap ETF | 14432 | 758 | 751 | -0.92% | R108 384,32 | 9.23% |
CIL | Cons Infrastructure Grp | 998 | 1433 | 362 | -74.74% | R3 612,76 | 0.31% |
NFEMOM | NEWFUNDS EQUITY MOM ETF | 10556 | 3140 | 3436 | 9.41% | R362 704,16 | 30.9% |
RAFIND | eRAFI SA INDUSTRIAL 25 | 1701 | 6623 | 5969 | -9.88% | R101 532,69 | 8.65% |
RAFRES | eRAFI SA RESOURCE 20 | 2640 | 4309 | 4269 | -0.93% | R112 701,60 | 9.6% |
STANSX | STANLIB SWIX 40 FUND | 15000 | 1120 | 1181 | 5.45% | R177 150,00 | 15.09% |
SYG | Sygnia Limited | 13691 | 1455 | 1398 | -3.92% | R191 400,18 | 16.31% |
SYGEU | DB X-TRACKERS DJ EU ST 5 | 2057 | 5414 | 5465 | 0.94% | R112 415,05 | 9.58% |
Total worth after tax: R1 185 309,83
Transaction History
Transaction date | Code | Name | No. of shares | Price | Value incl. fees | |
---|---|---|---|---|---|---|
2017-01-06 12:12:25 | RLF | Rolfes Technology Hldgs | 19080 | 522 | R99 995,99 | |
2017-01-27 16:08:11 | RLF | Rolfes Technology Hldgs | -19080 | 525 | -R100 050,00 | |
2017-01-27 16:08:33 | NFEMOM | NEWFUNDS EQUITY MOM ETF | 3411 | 2913 | R99 759,88 | |
2017-02-03 10:12:31 | WSL | WESCOAL HOLDINGS LTD | 18000 | 263 | R47 529,36 | |
2017-02-03 10:15:01 | PFG | PIONEER FOODS GROUP LTD | 315 | 16561 | R52 375,82 | |
2017-03-03 09:48:19 | RLF | Rolfes Technology Hldgs | 9000 | 553 | R49 969,08 | |
2017-03-03 09:54:05 | KIO | KUMBA IRON ORE LTD | 237 | 20811 | R49 519,36 | |
2017-04-04 07:29:00 | RAFRES | eRAFI SA RESOURCE 20 | 966 | 4474 | R43 391,72 | |
2017-04-04 07:29:59 | WSL | WESCOAL HOLDINGS LTD | -18000 | 220 | -R39 480,00 | |
2017-04-04 07:31:52 | CIL | Cons Infrastructure Grp | 4676 | 2025 | R95 067,76 | |
2017-05-04 14:22:53 | RAFRES | eRAFI SA RESOURCE 20 | 399 | 4353 | R17 488,47 | |
2017-05-04 14:24:05 | KIO | KUMBA IRON ORE LTD | 99 | 15618 | R15 581,82 | |
2017-05-04 14:25:11 | CIL | Cons Infrastructure Grp | 1000 | 1760 | R17 720,00 | |
2017-05-04 14:27:00 | ASHMID | Ashburton Mid Cap ETF | 6712 | 758 | R51 080,47 | |
2017-06-02 12:41:39 | KIO | KUMBA IRON ORE LTD | 300 | 14089 | R42 436,07 | |
2017-06-02 12:42:14 | CIL | Cons Infrastructure Grp | 3000 | 1494 | R44 999,28 | |
2017-06-02 12:44:09 | RLF | Rolfes Technology Hldgs | 2600 | 467 | R12 262,00 | |
2017-07-04 12:31:08 | CIL | Cons Infrastructure Grp | 2981 | 1603 | R47 976,57 | |
2017-07-04 12:31:42 | RAFIND | eRAFI SA INDUSTRIAL 25 | 801 | 6548 | R52 659,28 | |
2017-08-01 10:08:31 | CIL | Cons Infrastructure Grp | 2989 | 1555 | R46 664,87 | |
2017-08-01 10:09:09 | RAFRES | eRAFI SA RESOURCE 20 | 1275 | 4170 | R53 380,17 | |
2017-08-24 11:52:37 | PFG | PIONEER FOODS GROUP LTD | -315 | 13000 | -R40 830,00 | |
2017-08-24 11:52:53 | RLF | Rolfes Technology Hldgs | -11600 | 442 | -R51 152,00 | |
2017-08-24 11:53:09 | CIL | Cons Infrastructure Grp | -14646 | 1470 | -R215 176,20 | |
2017-08-24 11:54:50 | STANSX | STANLIB SWIX 40 FUND | 15000 | 1120 | R168 672,00 | |
2017-08-24 11:55:44 | RAFIND | eRAFI SA INDUSTRIAL 25 | 900 | 6690 | R60 450,84 | |
2017-08-24 11:56:14 | SYGEU | DB X-TRACKERS DJ EU ST 5 | 1557 | 5435 | R84 961,44 | |
2017-09-01 14:24:22 | CIL | Cons Infrastructure Grp | 998 | 1433 | R14 421,34 | |
2017-09-01 14:25:13 | SYGEU | DB X-TRACKERS DJ EU ST 5 | 500 | 5349 | R26 865,00 | |
2017-09-01 14:25:44 | ASHMID | Ashburton Mid Cap ETF | 7720 | 758 | R58 751,67 | |
2017-09-20 09:24:32 | KIO | KUMBA IRON ORE LTD | -636 | 21008 | -R133 490,88 | |
2017-10-09 12:45:48 | NFEMOM | NEWFUNDS EQUITY MOM ETF | 7145 | 3249 | R233 069,61 | |
2017-11-28 17:27:20 | SYG | Sygnia Limited | 6822 | 1460 | R99 999,60 | |
2017-12-05 13:37:13 | SYG | Sygnia Limited | 6869 | 1450 | R99 998,90 |
Dividend History, if a dividend is missing please go here
LDT | Code | Name | No. of shares | Dividend per share | Total dividend |
---|---|---|---|---|---|
2017-03-28 | RLF | Rolfes Technology Hldgs | 9000 | 3.20 | R288,00 |
2017-06-27 | PFG | PIONEER FOODS GROUP LTD | 315 | 84.00 | R264,60 |
2017-08-15 | KIO | KUMBA IRON ORE LTD | 636 | 1277.60 | R8 125,54 |
2017-09-19 | WSL | WESCOAL HOLDINGS LTD | 0 | 2.14 | R0,00 |
2017-10-17 | RLF | Rolfes Technology Hldgs | 0 | 3.20 | R0,00 |
2017-12-12 | WSL | WESCOAL HOLDINGS LTD | 0 | 2.49 | R0,00 |
2017-12-19 | SYG | Sygnia Limited | 13691 | 28.00 | R3 833,48 |