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1
Shares / Re: TFSA
« Last post by Hamster on February 24, 2018, 09:51:49 pm »
Well, I buy them individually (it was modelled after mine). Never used a basket myself. On EE it's easy enough to maintain it via debit orders.
2
Shares / Re: TFSA
« Last post by jonb on February 24, 2018, 12:56:57 pm »


[/quote]

Personally not keen on splitting it up. My view is to keep it simple (i.e. Platinum Wealth TFSA Basket :whistle:) and I don't think it gets simpler than a unit trust.

ABSA doesn't allow debit orders with auto invest functionality so you have to log into it every month. CoreShares, Sygnia etc. all allow it but... I dunno.

Unit trust please :D
[/quote]

The platinum basket looks good and EE debit is easy enough

Question on the baskets I have never got on EE, you pay the investment fee and then a basket fee every month right ?

What is TER overall ?

And again I am assuming itís just for ease as one could buy those stock individually monthly but basket just for convenience right?



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3
Shares / Re: TFSA
« Last post by Hamster on February 24, 2018, 12:51:11 pm »


Maybe itís better 50/50 ? Like a global world ETF and then a unit trust ?

Was asking you as I always remember having a similar view on TFSA allocation. Wanted to see if your thoughts had changed


Personally not keen on splitting it up. My view is to keep it simple (i.e. Platinum Wealth TFSA Basket :whistle:) and I don't think it gets simpler than a unit trust.

ABSA doesn't allow debit orders with auto invest functionality so you have to log into it every month. CoreShares, Sygnia etc. all allow it but... I dunno.

Unit trust please :D
4
Shares / Re: TFSA
« Last post by jonb on February 24, 2018, 11:41:34 am »


If I was to stick with ETFs I would move it to ABSA. If I was to move to unit trusts it would probably be Allan Gray or maybe Sygnia but I haven't thought it through yet.
[/quote]To add to this, Coronation's Balanced Plus fun doesn't look bad either. Only 20% odd offshore exposure so maybe worth supplementing it with a global fund.
[/quote]

@hamster , so this is actually the discussion I was after!  Originally I thought ETF easy peasy go a little local with prop trax and do a global world etf and sit tight .. but in 3/4 years itís about flat!

The TFSA unit trusts from Coronation for example are lowish costs and blend some with a stable fund which in past consistently gives 8/9% and something balanced ... might be better off ? The uptick in SA once right now and stronger rand are all elements which could be managed where as ETFs just Take the pain

Maybe itís better 50/50 ? Like a global world ETF and then a unit trust ?

Was asking you as I always remember having a similar view on TFSA allocation. Wanted to see if your thoughts had changed



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5
Shares / Re: TFSA
« Last post by Hamster on February 24, 2018, 08:19:49 am »
I have had similar experiences and share your concern here, interested to hear where you would move the TFSA to?


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If I was to stick with ETFs I would move it to ABSA. If I was to move to unit trusts it would probably be Allan Gray or maybe Sygnia but I haven't thought it through yet.
To add to this, Coronation's Balanced Plus fun doesn't look bad either. Only 20% odd offshore exposure so maybe worth supplementing it with a global fund.
6
Shares / Re: TFSA
« Last post by Hamster on February 24, 2018, 08:15:34 am »
TFSA...let's hope
7
Off topic / Live chat
« Last post by PlatinumWealth.co.za on February 24, 2018, 07:43:41 am »
8
Shares / AFX
« Last post by Patrick on February 23, 2018, 11:00:04 pm »
AFX 54.00 cents - LDT: 3 Apr 2018
9
Shares / SUR
« Last post by Patrick on February 23, 2018, 11:00:04 pm »
SUR 63.00 cents - LDT: 26 Mar 2018
10
Shares / RLF
« Last post by Patrick on February 23, 2018, 11:00:04 pm »
RLF 4.00 cents - LDT: 19 Mar 2018
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