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Author Topic: Long Term Portfolios.  (Read 59668 times)

Orca

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Re: Long Term Portfolios.
« Reply #60 on: August 11, 2015, 02:38:23 pm »
http://smallcaps.co.za/blog/adaptits-edge-over-eoh/
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gcr

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Re: Long Term Portfolios.
« Reply #61 on: August 11, 2015, 11:24:37 pm »
Quite sickening I bought 13,000 AdaptIt in 2007 for an all inclusive cost of R 9197 ( i.e. 71 cents per share) and sold out end 2009 at R 5758 ( 44 cents per share). Now they are running around at R 9.99 per today. I bought a small parcel some weeks back at R 9.51 all inclusive and am trying to buy more but at R 9.80 almost got my order filled today but will see how things go over the next few weeks
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gcr

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Re: Long Term Portfolios.
« Reply #62 on: August 12, 2015, 08:53:00 pm »
Dropped my price and got another parcel at R 9.70
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Orca

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Re: Long Term Portfolios.
« Reply #63 on: August 18, 2015, 02:12:58 pm »
ADI has become my best performer. After nearly 2 weeks of struggling to break the 1000 psychological barrier, she made it today on strong volume.  :TU:
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gcr

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Re: Long Term Portfolios.
« Reply #64 on: August 18, 2015, 06:58:39 pm »
Well their audited results were very passable
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Orca

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Re: Long Term Portfolios.
« Reply #65 on: August 18, 2015, 08:01:20 pm »
I would use the term "exemplary" rather. They keep beating their previous results year after year.
Seems that there is no end to this.
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tmsf12

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Re: Long Term Portfolios.
« Reply #66 on: August 19, 2015, 02:30:51 pm »
Good analysis there by Keith McLachlan.  Thanks for the heads up @Orca.

Have you seen his recent article?  http://smallcaps.co.za/blog/small-caps-are-safer-than-top-40
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Orca

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Re: Long Term Portfolios.
« Reply #67 on: September 14, 2015, 12:51:02 pm »
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Orca

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Re: Long Term Portfolios.
« Reply #68 on: September 15, 2015, 11:47:43 am »
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gcr

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Re: Long Term Portfolios.
« Reply #69 on: September 15, 2015, 01:28:57 pm »
Quote from: Orca on September 14, 2015, 12:51:02 pm
Today on Moneyweb. Perhaps I should sell my MTA and add to ADI.
http://today.moneyweb.co.za/article?id=510047&acid=544awEI2280eZeuwhd4cWQ%3D%3D&adid=NiHmapRV5zAeZeuwhd4cWQ%3D%3D&date=2015-09-14#.VfalgflVikp
I too hold MTA and quite frankly they seem to be going nowhere, but then I suppose they are doing better than my MSM (Massmart)
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Orca

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Re: Long Term Portfolios.
« Reply #70 on: September 15, 2015, 02:12:00 pm »
Then again, Public Investment Corporation (PIC) bought 15,5% of MTA shares in issue some weeks back. This is after their huge loss with ABIL. Surely they must be wanting to regain some losses?
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Mr_Dividend

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Re: Long Term Portfolios.
« Reply #71 on: September 15, 2015, 02:37:27 pm »
Quote from: Orca on September 15, 2015, 02:12:00 pm
Then again, Public Investment Corporation (PIC) bought 15,5% of MTA shares in issue some weeks back. This is after their huge loss with ABIL. Surely they must be wanting to regain some losses?

The same guys that put R3bill into CAMAC??

Nothing wrong with MTA - don't own them personally.
« Last Edit: September 15, 2015, 03:37:14 pm by Mr_Dividend »
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Orca

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Re: Long Term Portfolios.
« Reply #72 on: September 15, 2015, 09:44:53 pm »
I am in no way advising here but here is a showdown of some stocks compared to indexes.
TOPI 1 year -4.6%  2 year 13%
INDI 1 year +5%    2 year 27%

PGR 1 year 33%     2 year 145%
ADI  1 year 36%     2 year 210%
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Mr_Dividend

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Re: Long Term Portfolios.
« Reply #73 on: September 16, 2015, 09:11:33 am »
A lot of people are saying ETF's should be the "core" of a portfolio - makes sense I guess, although would not work for me as I am chasing yield. I did have a thought this morning, what about instead of the ETF's, you replaced them with investment companies and conglomerates - so RMI, REMGRO, Bidvest, Brait, PSG ect. 
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JDP

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Re: Long Term Portfolios.
« Reply #74 on: October 25, 2015, 11:03:29 am »
JDP holdings, my FYI. (Basically one year since entering market.)

STOCKS

ShareCode% of Equities
ADAPTITADI4.81%
ASPENAPN9.04%
RICHEMONTCFR5.01%
CAPITECCPI8.19%
DBX USADBXUS5.10%
DBX WORLDDBXWD4.76%
METAIRMTA3.16%
MTN GROUPMTN3.79%
NASPERS-N-NPN6.05%
NOVUSNVS0.59%
OLDMUTUALOML5.08%
PERGRINPGR4.16%
PROPXTENPTXTEN4.51%
STEINHOFFSHF4.65%
SHOPRITSHP7.16%
SANTOVASNV5.00%
SASOLSOL8.56%
SATRIX FINISTXFIN4.69%
SATRIX INDISTXIND4.92%
CashCash0.76%

* ADDS PGR, SHF, SNV
* DROPS ENX
* REBALANCE ON SOL

TFSA

SATRIX FINI   STXFIN   R5000    (Think of dropping, move to another EFT.)
PROPXTEN   PTXTEN   R10000
DBX WD      DBXWD   R10000
DBX EU      DBXEU   R5000

Funds:

Same old same old.

AG Balance Fund.
AG Provident Preservation Fund.
Nedgroup Global Feeder Fund. - Doing well.
Stanlib RA       
Metropolitan RA.
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