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Messages - Hamster

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346
Shares / Re: Coreshares Preftrax
« on: January 06, 2017, 06:24:40 pm »
For the n00b here - the fact that they are buying back the preference shares: good or bad for the ETF?

347
Off topic / Re: Live chat
« on: January 06, 2017, 11:38:59 am »
Someone from Cell C keeps scraping my website, is someone trying to do an offline dump of all the information?

Which parts of the site? Maybe trying to get hold of your share prices and use it as a feed.

348
Off topic / Re: Live chat
« on: January 03, 2017, 10:30:40 am »
MyBroadband group created. Let's do this 8)

349
Shares / Re: Beginner Trading Platform
« on: December 24, 2016, 10:52:54 pm »
EasyEquities is the cheapest for shares but more targeted towards long term investing. You can trade but have very little control over prices etc.

ABSA ETF Only will give you limit orders etc but you'll be limited to ETFs only (as per name). It does give you a full trading platform though at relatively low cost.

The above two is probably best for practicing and building up a small portfolio before moving to more expensive platforms.

350
Shares / Re: REINVESTING DIVIDENDS
« on: December 15, 2016, 11:48:02 am »


What would your views as a decent income growth ETF vehicle for SA?

DIVTRX
CSEW40
CSTOP50
NFEMOM

Patrick , i like your idea of not picking single stoicks for fear of being wrong :) what would be your choice here? i remember some past discussions on here talking about DIVTRX ... is this still the preferred SA ETF?

DIVTRX and PTXTEN since their aim is to provide income.

CSEW40, CSTOP50 and NFEMOM are all geared for capital growth. Personally, I got rid of my Top* index ETFs and swapped them for NFEMOM. My TFSA consists mainly of DIVTRX and I'll move more and more of my TFSA investments towards DIVTRX and property ETFs when the market favours me getting rid of the INDI.

351
Off topic / JSE proposes changes to property indices
« on: December 14, 2016, 07:24:24 am »
Quote
Over the last couple of years the way that local listed property indices are put together has come under a lot of scrutiny. A number of investors, asset managers and academics have expressed concerns about their construction.

...

The JSE therefore realised that it needed a new approach, and its proposal is to implement three different property indices. These would replace the current Sapy and the Capped Property Index.

“The first will really target South African real estate investment trusts (Reits),” Randall says. “This is for the investor looking for South African management, South African companies, and mostly South African property.”
...

The second index proposed by the JSE is an ‘All Property Index’, which would include foreign property companies for the first time.
...

“The third variant would have a focus on liquidity,” says Randall. “What we want to do is take the All Property Index and only include a subset – those counters in the large and mid cap indices. The thinking there is to get an index that will support a derivative contact on the exchange. At the moment we don’t have any active derivative contacts on Sapy, so we need one that can absorb the kind of volumes you need in that product.”
...

The JSE has also suggested that any, or all, of these indices could be capped so that no one counter could make up more than a certain percentage of the index. The discussion document shows an illustrative cap of 15%, but Randall says that different people will have different ideas as to what is suitable.

More here: http://www.moneyweb.co.za/news/companies-and-deals/jse-proposes-changes-to-property-indices/

352
Off topic / Re: Live chat
« on: December 12, 2016, 01:19:15 pm »
That's not good for the surfboard industry

353
Shares / Re: Stock picks 2017
« on: December 09, 2016, 06:17:37 am »
Stock picks for 2017
AVI
BID
CLS
CSB
DSY
PIK
PSG
RFG
STX40
TRU
WHL

If Zuma goes earlier than anticipated it will provide a huge lift to our economy and manufacturers will be at the front of the charge and retailers will rise with the tide
Should be a very year for our markets - if we stay as we are in terms of policy then we will suffer a downgrading, but if the anti Zuma clique in the ANC take hold we could have meaningful growth.
It is regrettable that our economy is so significantly influenced by our political mayhem

NPN40? But why?

354
Off topic / Re: Live chat
« on: December 08, 2016, 06:26:22 am »
Mind giving us a heads up next time before you  do anything?

355
Shares / Re: DIVTRX vs NFEMOM
« on: December 07, 2016, 07:19:09 am »
@Patrick - my unit trust and RA costs are classified as B1 and not A so I get a slightly better rate.

356
Meh, I bought a new car knowing full well what the financial implications were. You got to live too (some prefer holidays, some a new car, some...other stuff).

Mind doing the maths and telling me the lotto odds of winning more than what you spent on a ticket? You don't need to actually win the jackpot to still win (I know full well that the odds are immensely against you).

357
Shares / Re: DIVTRX vs NFEMOM
« on: December 02, 2016, 09:15:00 am »
No transaction, performance or upfront fees as far as I am aware (to be honest I don't really know exactly) but still probably a higher TER than any ETF out there. My fin advisor mentioned something about a reduced rate negotiated with them but I don't have exact numbers.   :LHST:  :whistle:

I get liquidity, no brokerage fees etc. per transaction and it is funded by via a debit order... that's all that counts

358
Shares / Re: DIVTRX vs NFEMOM
« on: December 02, 2016, 07:39:06 am »
interesting

also been looking at NFEMOM

I use CSEW40 as my main vehicle ... have a bit in STXIND which i will probably phase out at some time

I never did understand the rebalancing on CSEW40 and if there are any charges in the rebalancing

Please let us know if you find out any further info!?

Never liked CSEW40. Some shares deserve a bigger portion in your portfolio when it is a regular index tracker but only up to a certain point. CSTOP50 is great that way.

NFEMOM along with DBXWD are my "main" ETFs in my investment portfolio. Along with a smaller allocation of PTXTEN they form the basis. My TFSA makes use of DIVTRX because it is geared for income.

So I make use of both essentially and they've been doing alright considering the last year's performance as a whole. NFEMOM is great because it is a total returns ETF so very hands off.

That said - I've moved to investing in unit trusts every month and halted my regular ETF investments. Multimanager unit trusts (Stanlib) gives me great diversification and access to stuff ETFs don't offer, but before I get stoned to death my main reason for switching was to get my investments and their performance out of my daily life. It consumed me and was way too easy to succumb to knee-jerk reactions.

So, I now live a more stress-free life, will probably cash out my investment ETFs and either pay off my car or move all of it to my unit trusts and the only downside is that I'll probably drink slightly less fancy wine than the ETF guys come retirement.

TFSA stays ETFs though :p

359
Shares / Re: STXIND ... any thoughts
« on: November 21, 2016, 08:54:16 pm »
I don't like it because it has no cap on weightings. I've stopped buying it and when the time is right I'll sell them and move the funds somewhere else.

360
Off topic / Re: Can you predict the Zexit?
« on: November 02, 2016, 12:18:04 pm »
The guy is like a cockroach and just seems to survive through everything.

1 month after state capture report is released...

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