Share Forum - Discuss JSE shares and join the Investor Challenge

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?

I read a sens this morning that DIVTRX is listing a further 1798517 securities - seems like it is popular, but my question is really around the dividend paid. With these additional securities surely it affects the dividend return, or, are they pooling funds and committing to a set dividend percentage declaration. Also if that pool of funds is inadequate to meet the dividend return are they required to sell off securities to meet the dividend payouts.
Just curious to know whether this DIVTRX is still a fair investment option

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