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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?
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Someone from Cell C keeps scraping my website, is someone trying to do an offline dump of all the information?
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?
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.
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
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!?