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Re: Easy Equities, any opinions?
« Reply #19 on: April 21, 2015, 04:12:36 pm »
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Choosing my ETF's for my TFSA

Quite like the company mix/proportions on this one:

http://coreshares.co.za/wp-content/uploads/2015/04/DivTrax-Fact-Sheets-MAR-2015.pdf

to go with the SATRIX INDI half/half - or 1/3rds with SATRIX FINI as well.

Otherwise the commission is all mine (rubs hands and giggles manically)

I see coreshares is finally listing their fund breakdown on the website. Here's the 30 September breakdown for DIVTRX:

Share Code    Share Name    Weight
SAB    SABMILLER PLC     2.82
PSG    PSG GROUP LIMITED     2.81
BLU    BLUE LABEL TELECOMS LTD     2.77
CPI    CAPITEC BANK HOLDING     2.70
BTI    BRIT AMERICA TOBACO     2.61
MDC    MEDICLINIC INTNL LTD     2.59
DST    DISTELL GROUP LIMITE     2.58
AVI    AVI LIMITED     2.56
CFR    COM FINANCE RICHMONT SA     2.52
SNT    SANTAM LIMITED     2.52
BVT    BIDVEST GROUP LTD     2.51
DSY    DISCOVERY HLDS LTD     2.42
MNP    MONDI PLC     2.40
WHL    WOOLWORTHS HLDS LTD     2.38
TRU    TRUWORTHS INT LTD     2.37
REM    REMGRO LIMITED     2.36
RMH    RMB HOLDINGS LIMITED     2.34
SPP    SPAR GROUP     2.32
TFG    THE FOSCHINI GROUP LTD     2.31
JSE    JSE LTD     2.29
OML    OLD MUTUAL PLC     2.27
NTC    NETCARE LIMITED     2.26
SHP    SHOPRITE HLDS LTD     2.25
EOH    EOH HOLDINGS     2.24
NPN    NASPERS LIMITED     2.24
RMI    RMI HOLDINGS     2.24
FSR    FIRSTRAND LIMITED     2.18
INL    INVESTEC LIMITED     2.17
NED    NEDBANK GROUP LTD     2.12
BIL    BHP BILLITON PLC     2.10
TRE    TRENCOR LIMITED     2.10
SBK    STANDARD BK GRP LTD     2.07
SLM    SANLAM LIMITED     2.03
HDC    HUDACO INDUSTRIES     2.01
ASR    ASSORE LIMITED     1.99
MTN    MTN GROUP LIMITED     1.99
LEW    LEWIS GROUP LTD     1.97
AFE    A E C I LIMITED     1.93
CML    CORONATION FUND MAN     1.93
MMI    MMI HOLDINGS LIMITED     1.87
MPC    MR PRICE GROUP LTD     1.82
MSM    MASSMART HOLDINGS     1.78
AGL    ANGLO AMERICAN PLC     1.63
ARI    AFRICAN RAINBOW MINE     1.58

I wonder of the above listed shares will still be in the DIVTRX after the next rebalancing. I don't follow all of them closely, but pretty sure at least some of those resource shares have decreased dividends during the last year/few months. Lewis & Mass Mart also not doing too well..?

If I am not mistaken, they will then be replaced?

They might not be replaced, that would depend on a different company now meeting the qualification criteria, but they could simply be dropped and have the other holdings increase.

I imagine we'll see the number of shares in this index increase and decrease depending on how the economy is doing as a whole.

Hi All

I am looking to move money from a unit trust to a mix of DIVTRX & possibly PTXTEN ( 80/20 split ), but with my broker, Easy Equities, it looks like a bit of a mission to buy 150k of an ETF in one go. Usually I can only get R4500 per buy, but can do so seemingly endlessly. It also makes no difference to the total cost if 1 do 1 transaction of 150k or 30 of ~5k each. I just don't feel like doing it 30 times haha.

Has anyone made some bigger than 10-20k buys on DIVTRX specifically on EE before? If you have, I would like to know what the process was.

Thanks
J

Thanks Patrick, will do so!

I am getting a bit nervous with DIVTRX as STXIND is beating it by far and I have not yet worked out the diffs in fees and dividends between the two.
At this stage I am hoping that the lower cost and higher divies of DIVTRX will at least equalize them.
My benchmark has always been STXIND and so far only 3 of 5 stocks has managed to outperform it over the past year.

Patrick, do you maybe know why it has grown to 40+ shares?

Here's the latest chart, that crossover point seems to match pretty well with the announcement of the SAB takeover. SAB and Naspers make up 19%+ each of the Indi, so even if DIVTRX can't keep up at the moment, it is significantly lower risk. Last years dividend payments were also over 4% of the current price, compared to the 1.4% for the indi.