Pension's current holdings are as follows:
Total dividends received: R0,00
Cash on hand (including dividends): R400 834,71 (27.51% of portfolio)
Total fees paid: R11 407,98
Net profit on share sales: R211 764,82
Tax on profit (reflected on leaderboard): R63 529,45
Code | Name | No. of shares | Ave. cost (excl fees) | Current price | % growth | Value | % of portfolio |
---|---|---|---|---|---|---|---|
PRX | Prosus | 59 | 167573 | 160400 | -4.28% | R94 636,00 | 6.5% |
STXWDM | Satrix MSCI World ETF | 2035 | 5160 | 5255 | 1.84% | R106 939,25 | 7.34% |
SYGUS | DB X-TRACKERS COL IN USA | 10660 | 4820 | 5230 | 8.5% | R557 518,00 | 38.27% |
SYGWD | DB X-TRACKERS COL IN WLD | 7495 | 3722 | 3963 | 6.48% | R297 026,85 | 20.39% |
Total worth after tax: R1 393 425,36
Transaction History
Transaction date | Code | Name | No. of shares | Price | Value incl. fees | |
---|---|---|---|---|---|---|
2020-01-29 20:49:15 | SYGUS | DB X-TRACKERS COL IN USA | 1000 | 4474 | R44 918,96 | |
2020-01-29 20:54:16 | BTI | British American Tob plc | 84 | 64031 | R54 001,18 | |
2020-02-06 00:09:16 | SNH | Steinhoff Int Hldgs Ltd | 61850 | 160 | R99 355,84 | |
2020-02-14 00:32:16 | BTI | British American Tob plc | -84 | 65508 | -R54 906,72 | |
2020-02-14 00:33:09 | PRX | Prosus | 46 | 115927 | R53 539,73 | |
2020-02-14 00:38:23 | SNH | Steinhoff Int Hldgs Ltd | 500 | 183 | R1 035,00 | |
2020-03-24 14:38:10 | PRX | Prosus | 85 | 112485 | R95 994,70 | |
2020-03-25 11:03:55 | PRX | Prosus | -131 | 118270 | -R154 813,70 | |
2020-03-25 11:04:42 | SOL | Sasol Limited | 5500 | 2798 | R154 505,56 | |
2020-03-25 11:07:53 | SNH | Steinhoff Int Hldgs Ltd | -62350 | 102 | -R63 477,00 | |
2020-03-25 11:13:01 | SOL | Sasol Limited | 2230 | 2863 | R64 100,28 | |
2020-04-03 20:41:40 | GLD | NEW GOLD ISSUER LTD | 344 | 29382 | R101 478,38 | |
2020-04-16 13:58:22 | SOL | Sasol Limited | -7730 | 6088 | -R470 482,40 | |
2020-04-16 14:01:51 | SYGUS | DB X-TRACKERS COL IN USA | 9660 | 4856 | R470 965,96 | |
2020-05-08 11:54:43 | STX500 | Satrix S&P 500 ETF | 1816 | 5601 | R102 121,02 | |
2020-06-15 11:18:31 | PSG | PSG Group Ltd | 569 | 17339 | R99 053,55 | |
2020-07-11 11:30:23 | PSG | PSG Group Ltd | -569 | 17356 | -R98 635,64 | |
2020-07-11 11:31:11 | GLD | NEW GOLD ISSUER LTD | -344 | 27173 | -R93 355,12 | |
2020-07-11 11:32:27 | SYGWD | DB X-TRACKERS COL IN WLD | 7495 | 3722 | R280 079,76 | |
2020-07-19 16:59:58 | STX500 | Satrix S&P 500 ETF | -1816 | 5350 | -R97 036,00 | |
2020-07-19 17:01:15 | STXWDM | Satrix MSCI World ETF | 2035 | 5160 | R105 426,02 | |
2020-08-07 16:58:38 | PRX | Prosus | 59 | 167573 | R99 263,54 |
Dividend History, if a dividend is missing please go here
LDT | Code | Name | No. of shares | Dividend per share | Total dividend |
---|---|---|---|---|---|
2020-11-03 | PSG | PSG Group Ltd | 0 | 131.20 | R0,00 |