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Messages - jonb

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16
Shares / Re: I Need Broker Suggestions. I'm Looking to Buy shares that Pay Monthly Dividends.
« on: June 18, 2017, 11:25:25 am »
Quote from: Patrick on April 25, 2017, 11:47:12 am
Local or foreign?

It's pretty hard to beat easy equities on ease of use and fees locally. For foreign, the cheapest is de giro. No minimum, no monthly fees, but you need a US or EU bank account.

Patrick, Quick one!

I have a Netherlands account open which I use to administer a pretty much US-based investment portfolio

I have this as I lived there several years  ( now back in SA )

Looking at De Giro , definitely look like the best fee structure vs a bank

To sign up though they were asking for EU or UK address ? are there ways around that?




17
Shares / Re: TOP TEN MUST HAVE STOCKS IN CURRENT ECONOMIC ENVIRONMENT
« on: June 08, 2017, 04:22:34 pm »
Thanks GCR

So by looking at that you feel the depression in SA retail and the perceived weakness in the SA consumer will be overcome essentially ?

Cashbuild, Truworths, Mr P ... all reliant on a strong and growing middle class

Im definitely a glass half full type but still wary of business that is not offshore diversified  :)

Quick one on Clicks though.... Clicks vs. slightly lower PE dischem  .... or perhaps both ?


18
Shares / TOP TEN MUST HAVE STOCKS IN CURRENT ECONOMIC ENVIRONMENT
« on: June 08, 2017, 02:35:59 pm »
HI guys

I moved 90% of my portfolio offshore some years back while residing in the EU. Coming back to SA recently & having an income paid in ZAR I have decided to once again build a portfolio of SA stocks

I do have a TFSA and consider that in a different field and slow burner with just DBXWD and STXIND going since the start

Just wanted to get some feedback from the form of thoughts on strong robust companies one should investigate adding to a rescission proof / politics proof portfolio!

Some of the names in consideration at the moment

BTI
ADI
WHL
NPN
BID
FBR
COH
CPI

Would be great to hear opinions of companies that for long term will continue to motor through the tricky SA economic environment!!

The other option is to keep shifting $$$ over to US and going direct that side, but am of the opinion that we have some real Gems here with strong management and potential


19
Shares / Re: CoreShares Investment Platform
« on: May 30, 2017, 09:54:33 pm »
Quote from: Hamster on May 22, 2017, 12:00:10 pm
Quote from: jonb on May 22, 2017, 10:40:42 am
Also had a look at this last week

interesting

I have a question though which I would love user opinions

While I keep the majority of my portfolio in a EU based account, i did keep a TFSA and smaller equities account on the Easy Equities platform ( been with them from the start )

Remember debating whether to convert to ABSA some months back and deciding to stick to it as there was nit much difference ( apart from UX )

I recently heard chatter that EE was possibly in a spot of trouble .... ? are partial investments safe on the platform ( EE hold the risk on this right? fractional ownership ) and would anyone who knows more of this perhaps advise moving to ABSA or in fact the simple CS new platform ?

There's a podcast somewhere (think it was the Money Show with Warren Ingram) where it was said that EE has allocated a budget for three years with which they could subsidise costs (like STRATE) to make the platform attractive and build a user base. Now those three years are just about up so we'll have to wait and see.

Moved my ETFs to ABSA a while ago and only my TFSA remains with EE. Once we can move TFSAs though I'm outta there. There is a MyBroadband thread regarding it, but basically I had to ask them to recalculate the amount of shares owed by me because what I tallied from the trade statements and what was shown to me was different. The problem just magically fixed itself. So from my personal experience and point of view - I do not trust their platform.

I also do not trust CoreShare's technical abilities. Their platform has been running for a while but the STRATE issue wasn't picked up until I queried them last week. Magically fixed also :p

You get what you pay for it seems and once EasyEquities stops subsidising STRATE fees ABSA will be the clear winner on all fronts and not just features.

Hamster, I went through the hell that is ABSA Fica and now have this open, Going to transfer portfolio from EE to ABSA, will then wait till we able to transfer TFSA, any idea when that is?


20
Shares / Re: CoreShares Investment Platform
« on: May 22, 2017, 10:40:42 am »
Also had a look at this last week

interesting

I have a question though which I would love user opinions

While I keep the majority of my portfolio in a EU based account, i did keep a TFSA and smaller equities account on the Easy Equities platform ( been with them from the start )

Remember debating whether to convert to ABSA some months back and deciding to stick to it as there was nit much difference ( apart from UX )

I recently heard chatter that EE was possibly in a spot of trouble .... ? are partial investments safe on the platform ( EE hold the risk on this right? fractional ownership ) and would anyone who knows more of this perhaps advise moving to ABSA or in fact the simple CS new platform ?

21
Shares / Re: DIVTRX vs NFEMOM
« on: May 04, 2017, 11:43:23 am »
Quote from: gcr on April 28, 2017, 04:23:18 pm
jonb - trust you still hold your STXIND - R 72.44 per 15:25's last trade


@GCR ... yes i do! Great advice and actually going to hold it long term,

Once again learning the age old lesson of patience :)

22
Shares / Re: ADAPT IT
« on: April 04, 2017, 06:53:48 pm »
I have been out of SA for a little while and taking a break on SA stocks to clear my head

What happened to ADAPT ??????

I briefly skimmed over an earnings report in Feb and it didn't seem too bad and its been hammered

Do you guys still have an appetite for this?

I remember guys in the forum saying they wanted in but were waiting for a break

well, here it is right?!

 

23
Shares / Re: TFSA Portfolio Allocation
« on: March 03, 2017, 11:14:51 am »
HAS ANYONE HAD NFEMOM IN THEIR TFSA?

ANY REASON FOR ADDING / OR NOT CONSIDERING THIS?

 :TU:

24
Shares / Late to the Resi Party !
« on: February 13, 2017, 10:17:52 pm »
STXRESI - 1YR RETURN 40.70%

GIVRES - 1YR RETURN 10.32%

BIL - 1YR RETURN 51.60%


I could go on but sure it's agreed that toward the last of 2016 resources had a great run. It doesn't look to be slowing into 2017 albeit a bit more volatile

What is the best way to have "broad" exposure to the market in one's portfolio if you really have no idea on solid stocks? I did some gold shares ( ANG )  over 2016 which was great and pure luck had my timing perfect however not prepared to risk that twice  :))

STXRESI seems to have most covered from an ETF perspective although BLT takes up 30%! ( similar to Naspers in the STXIND ) while  S&P GIVI RES 15 has a somewhat wider balanced offering

Anyone in either of these or have any other suggestions for some exposure to this sector?

Much appreciated!

25
Shares / Re: DIVTRX vs NFEMOM
« on: February 13, 2017, 09:50:18 pm »
Quote from: RayRay on February 13, 2017, 08:01:59 pm
Quote from: jonb on February 13, 2017, 12:51:15 pm
Quote from: RayRay on February 01, 2017, 08:02:54 am
Quote from: jonb on January 31, 2017, 10:30:03 pm
@Hamster

did you ever get rid of STXIND and move in NFEMOM?

seems a stronger place to be VS DIVTRX moving forward?
Jon, may I ask for your reasoning RE this statement? Just curious, I have not looked at them in a while.

purely because of the high NPN allowance in STXIND , NFEMOM and DIVTRX were looking more interesting and "fair" to me,  basically Naspers wobbles ( or rather tencent wobbles )  and the entire index hurts
I was referring specifically to your NFEMOM > DIVTRX statement.



lately its been firing away if looking more short term, guess it's holding a fair amount in the Resi stable and this has been responsible for the stronger recent rewards.  IMHO It comes down to your view on Resources moving into 2017... will it continue upward? the NFEMOM algorithm is clearly picking up on the resi momentum so if this is something that resonates with your investment view it might be a better play. I must say personally, the sentiment in the US at the moment plus all the tech world ( Tesla, mobile phone demand etc.. ) are drivers for resources so continuation in this sector is possibly just getting warmed up. Worth watching I guess ... If like me you looking for a good ETF to catch on SA listed growth, it has always been between these two and NFEMOM might just be better positioned for things right now?

26
Shares / Re: DIVTRX vs NFEMOM
« on: February 13, 2017, 12:51:15 pm »
Quote from: RayRay on February 01, 2017, 08:02:54 am
Quote from: jonb on January 31, 2017, 10:30:03 pm
@Hamster

did you ever get rid of STXIND and move in NFEMOM?

seems a stronger place to be VS DIVTRX moving forward?
Jon, may I ask for your reasoning RE this statement? Just curious, I have not looked at them in a while.

purely because of the high NPN allowance in STXIND , NFEMOM and DIVTRX were looking more interesting and "fair" to me,  basically Naspers wobbles ( or rather tencent wobbles )  and the entire index hurts

27
Shares / Re: DIVTRX vs NFEMOM
« on: January 31, 2017, 10:30:03 pm »
@Hamster

did you ever get rid of STXIND and move in NFEMOM?

seems a stronger place to be VS DIVTRX moving forward?

28
Shares / Re: Good time to take R out to $ ?
« on: December 06, 2016, 06:43:24 pm »
@GCR

fully agree on your points which could sway currency for sure

but still hard to see ZAR going under 13.5 ?

I just found for my TFSA, for example, this year has just been so PAP!!!!!

not a bad time to shift some more offshore and sit in $$ for 2017

29
Shares / Good time to take R out to $ ?
« on: December 06, 2016, 12:14:13 pm »
Just wanted to get a feel from you guys on shifting some cash out of SA offshore

I did a good majority of portfolio 2 years back however leaving a portion here in SA and to be honest its been extremely flat vs. returns in US

Also, rand seems strong at moment so not a bad time to shift ?

Be great to see a current view on this

No brainer OR rather wait till after xmas rush as everything quite down at the moment!?

30
Shares / STXIND ... any thoughts
« on: November 21, 2016, 03:49:54 pm »
i heard all the warnings on this one throughout the year. Naspers having 30% or more on this fund. Thing  is I have only held this for over a year so its been bleak :wall:

I have been looking onto the DIXTRAX etf and aiming at moving here

Not a fan of switching and moving around

but keen to get anyones opinion on future of STXIND?

Anyone feeling this


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