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Author Topic: DIVTRX vs. CWE40  (Read 9667 times)

jonb

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DIVTRX vs. CWE40
« on: October 07, 2016, 05:20:17 pm »
I have CWE40 in my LT TFSA as the SA market play ( offshore is in DBXWD )

I have been looking at swapping CWE40 out to DIVTRX

does any body have an opinion on this?
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Orca

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Re: DIVTRX vs. CWE40
« Reply #1 on: October 07, 2016, 06:33:39 pm »
Can you be more specific and give us the JSE code for CWE40. I can only find CSEW40. But let me assume it is CSEW40.
It has only a 5 month history and has a negative gain so far so too early to call but I personally stay out of the top 40 equally weighted or not as they are grown companies. For superior growth I stick to Mid Caps as they are the future Large Caps over LT. Just my method and each to their own.

I would prefer DIVTRX due to the fact that companies that keep increasing their dividends are growing companies and not stagnated.
Don't take this as advice as I have been very wrong at times.
« Last Edit: October 07, 2016, 07:03:15 pm by Orca »
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jonb

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Re: DIVTRX vs. CWE40
« Reply #2 on: October 10, 2016, 10:21:25 am »
Hi Orca

Thanks as always and yeah for sure , never taken as solid advice... just great to get some different opinions!

My fault ,CSEW40  is the correct code and it had a name change 5 months back so before this was BBET40 which has longer history. For me this was a way to get the top 40 equally weighted so i dont have all my investment sitting in Naspers and other top players

It's basically for a LT TFSA .... i am looking for something that can track top SA companies ( do already have a smaller position in Mid cap index )

For the international play I am using DBXWD but also thinking of going more for DBXUS


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Orca

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Re: DIVTRX vs. CWE40
« Reply #3 on: October 10, 2016, 12:35:35 pm »
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jonb

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Re: DIVTRX vs. CWE40
« Reply #4 on: October 10, 2016, 01:16:58 pm »
interesting!!!! thanks for sharing

was that in my remark to DBXWD or DBXUS ??

I have an intuition of something similar and this is why i would like to include a weighted SA market index tracker into the portfolio to catch that

My question was if DIVTRX was perhaps a better vehicle than CSEW40 ( BBET40 old ticker )  or does anybody have another example of something good to stick into a TFSA that can track the market of SA?


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Hamster

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Re: DIVTRX vs. CWE40
« Reply #5 on: October 10, 2016, 06:01:50 pm »
CSEW40 is too strict with their equal weighting co suffering it is a top 40. Some of those companies (ala NPN) "deserve" a greater piece of your portfolio pie. CSTOP50 and NFEMOM's weighting limitations are better imo (10% and 12% respectively if I'm not mistaken).

As for DBXWD and DBXUS - DBXUS is too expensive considering it makes up 50-60% of the DBXWD. DBXWD is both cheaper and gives better global diversification.

Whether now is the right time to go offshore is another question. I would be limit it to like 30% of my MONTHLY investment.

Sent from my LG-V490 using Tapatalk
« Last Edit: October 11, 2016, 02:55:29 pm by Hamster »
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jonb

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Re: DIVTRX vs. CWE40
« Reply #6 on: October 11, 2016, 01:36:14 pm »
hey Hamster .. what is NON???

Fully agree on your point and my view is if you taking a broad top 40 approach of all equally weighted stocks i think you might miss the growth of some real standouts

CSTOP50 looks better with 10% Naspers holding better than the 20+ STXIND has ( As much as i love NPN , too much is a bit risky ! )

NFEMOM also looks good with resource heavy but should we get downgrade later this year and US raise rates i think these companies will come under pressure right ?

Is an equally weighted option not more of a balanced defensive stance?

The tip on DBXWD is great and 100% agree and for my SA based TFSA this is my offshore component, just looking for the best SA equivalent!

Great info and discussion though.... thanks!
« Last Edit: October 11, 2016, 01:50:16 pm by jonb »
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Hamster

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Re: DIVTRX vs. CWE40
« Reply #7 on: October 11, 2016, 02:54:57 pm »
Quote from: jonb on October 11, 2016, 01:36:14 pm
hey Hamster .. what is NON???

A spelling mistake.... meant NPN

Quote from: jonb on October 11, 2016, 01:36:14 pm
CSTOP50 looks better with 10% Naspers holding better than the 20+ STXIND has ( As much as i love NPN , too much is a bit risky ! )
STXIND now has NPN @ 32%.... 3% to go before problems

Quote from: jonb on October 11, 2016, 01:36:14 pm
NFEMOM also looks good with resource heavy but should we get downgrade later this year and US raise rates i think these companies will come under pressure right ?

Is an equally weighted option not more of a balanced defensive stance?
I can't predict the future so no idea what will happen with those resource stocks. NFEMOM is re-weighted monthly so maybe it won't be as big a problem. Who knows, right?

The only equally weighted ETFs I like are DIVTRX and PTXTEN.

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jaDEB

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Re: DIVTRX vs. CWE40
« Reply #8 on: October 12, 2016, 08:05:46 am »
You misspelled my NPN, sies Oom ....   :frustrated:
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jaDEB

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Moonraker

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Re: DIVTRX vs. CWE40
« Reply #9 on: October 12, 2016, 08:50:13 am »
Quote from: jaDEB on October 12, 2016, 08:05:46 am
You misspelled my NPN, sies Oom ....   :frustrated:
NON = a non performer, so not in my portfolio.
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Hamster

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Re: DIVTRX vs. CWE40
« Reply #10 on: October 12, 2016, 11:37:25 am »
Quote from: jaDEB on October 12, 2016, 08:05:46 am
You misspelled my NPN, sies Oom ....   :frustrated:

I'm not a OOM! Well technically I am but... HEY!
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