Author Topic: For Questions That Don't Fit  (Read 22252 times)

Fawkes85

  • Guest
Re: For Questions That Don't Fit
« Reply #15 on: September 24, 2015, 07:34:44 am »
I am not really into Index Funds so cannot help you there. What I do know is what Patrick has researched and posted here on ETF's. The best long term performing ETF is the STXIND.
The DIVTRX has only been in existence for a year and a half and was beating the STXIND until SAB skewed it.
This will surely change as DIVTRX is equally weighted and will dump stocks that do not increase their dividends. It is a well known fact that companies that keep increasing dividends are doing well.
In my view, your homework on ETF's has been done. Simon promotes STXIND as his favourite ETF but I don't recall him mentioning DIVTRX. Perhaps I should ask him to review it.

As to Momentum Stocks. I do not know what Simon regards them to be but I have used this term for many years for stocks with good fundamentals that just keep going up with the PE ratio adjusting to appropriate levels. I only invest in these stocks and they have done me well. CML was my first since 2009 and I have now replaced her with ADI and PGR.
I have been torn to pieces on forums with this method but I obviously won in the end as they went very quiet.

Simon's momentum stocks are the top 5 performers on the Top40 and the AltX respectively over the course of a year. Once the year is over he looks at who the top 5 performers on each index were again. If one company has dropped of the top 5 performers, Simon sells that company and buys into the new company.

Fawkes85

  • Guest
Re: For Questions That Don't Fit
« Reply #16 on: September 24, 2015, 09:09:59 am »
When I look at a weekly chart, are the EMAs on that chart weekly moving averages? For instance if I have a 15EMA on a weekly chart it will show me a 15 week EMA instead of a 15 day EMA?

Orca

  • Hero Member
  • *****
  • Posts: 2280
  • Karma: +54/-3
    • View Profile
Re: For Questions That Don't Fit
« Reply #17 on: September 24, 2015, 02:36:20 pm »
On a daily EMA chart it will have daily EMA and weekly chart will have weekly EMA.
I started here with nothing and still have most of it left.

Qess

  • I've just arrived
  • *
  • Posts: 10
  • Karma: +0/-0
    • View Profile
Re: For Questions That Don't Fit
« Reply #18 on: September 24, 2015, 09:13:32 pm »
There is a TOP40 index with 40 large cap companies, a midcap index with the next 60 biggest companies(called AltX I think), and a small cap index with the next 60 biggest companies. I want to find a place where I can look at those three indices and see which companies are listed on them. Hopefully ranked from smallest to biggest.

If you take a look at the ETFs that cover those parts of the market on the ETF issuer page, then you can usually click through to see the holdings of the ETF which will list all the companies in the ETF. Those companies are, thus, considered the large or mid cap companies on the exchange. If the ETF is market weighted, then you can assume that the percentage shown next to the holding is how big they are in the market.

Fawkes85

  • Guest
Re: For Questions That Don't Fit
« Reply #19 on: September 25, 2015, 07:55:47 am »
I emailed JSE and they sent me the information. I attached the file to this post. It is only for the Top40, Mid Cap and Small Cap indices though.

Fawkes85

  • Guest
Re: For Questions That Don't Fit
« Reply #20 on: September 25, 2015, 06:24:59 pm »
Can someone tell me if normal stocks have annual fees as well? I know ETFs have annual fees but I didn't think owning normal stocks directly in a company had annual fees too. But yet on Google finance, in my portfolio, they show a 'Cost Basis' for my shares that I hold directly in companies. I attached a picture to show you. I erased some of the information but you can clearly see there is a Cost Basis for RPL, SNV and TEX

Moonraker

  • Hero Member
  • *****
  • Posts: 1095
  • Karma: +31/-0
    • View Profile
Re: For Questions That Don't Fit
« Reply #21 on: September 26, 2015, 05:44:44 pm »
Hey, it is merely the weighted average cost (incl. brokerage charges) of the shares.

https://support.google.com/finance/?hl=en#161761

Fawkes85

  • Guest
Re: For Questions That Don't Fit
« Reply #22 on: September 26, 2015, 08:15:38 pm »
Ok so I don't have to worry about any fees with them? It's just for tax purposes? Thanks ahead

Fawkes85

  • Guest
Re: For Questions That Don't Fit
« Reply #23 on: October 08, 2015, 10:32:18 am »
Can someone tell me what is the difference between Net Income and Headline Earnings?