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Shares / Steinhoff, Remgro, Richemont & Bidvest
« on: February 22, 2016, 01:05:26 pm »
Hi all
I need some advice/inputs on the above mentioned companies. I am looking to invest long term and I want to pick one or two that will form part of my current portfolio listed below :
Old Mutual
Discovery
Santova
Aspen
Clicks
Santam
Balwin
First Rand
( All shares added together is ~25-26% of portfolio value)
DIVTRX ( 40% )
PTXTEN ( 5% )
STXIND ( ~9% )
DBXUS ( 11% )
DBXEU ( 9% )
As you can see, I have quite a big financial sector exposure, thus my reason for wanting to add. I guess I could also just keep buying STXIND or GiviIND, but I like the idea of adding 2 shares more.
I really like Bidvest as a long term play. Good (boring) company that grow consistently over time. BUT, I am open to suggestions etc.
Which two would you add & why. Again, this is with a 30 year view, at least. Obviously things can change significantly over such a long time, but buy & hold as far as possible.
Thanks
J
I need some advice/inputs on the above mentioned companies. I am looking to invest long term and I want to pick one or two that will form part of my current portfolio listed below :
Old Mutual
Discovery
Santova
Aspen
Clicks
Santam
Balwin
First Rand
( All shares added together is ~25-26% of portfolio value)
DIVTRX ( 40% )
PTXTEN ( 5% )
STXIND ( ~9% )
DBXUS ( 11% )
DBXEU ( 9% )
As you can see, I have quite a big financial sector exposure, thus my reason for wanting to add. I guess I could also just keep buying STXIND or GiviIND, but I like the idea of adding 2 shares more.
I really like Bidvest as a long term play. Good (boring) company that grow consistently over time. BUT, I am open to suggestions etc.
Which two would you add & why. Again, this is with a 30 year view, at least. Obviously things can change significantly over such a long time, but buy & hold as far as possible.
Thanks
J