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Author Topic: Long Term Portfolios.  (Read 59227 times)

jaDEB

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Re: Long Term Portfolios.
« Reply #30 on: March 26, 2015, 09:29:14 am »
Most of my shares has more outside than inside lovely ol'RSA.

NPN - Naspers provides services in over 130 countries
APN - As per Map above
AVL - The listing raised funds with which to expand the company’s facilities base in South Africa from the current two operational day hospitals to a targeted ten over the medium term. The company owns three day hospitals in Australia, with a fourth under construction.
OCE - Is mostly RSA and Namibia, but even the middle class and the rich will be eating canned fish soon...   :LHST:
 
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jaDEB

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Alsie

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Re: Long Term Portfolios.
« Reply #31 on: March 26, 2015, 12:54:13 pm »
Surely one can only eat fish once your ship comes in? 
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jaDEB

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Re: Long Term Portfolios.
« Reply #32 on: March 26, 2015, 03:37:20 pm »
 :)
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jaDEB

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wtg

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Re: Long Term Portfolios.
« Reply #33 on: March 31, 2015, 08:17:50 am »
What do you guys think of RMI?
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JDP

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Re: Long Term Portfolios.
« Reply #34 on: May 11, 2015, 10:36:26 pm »
Holdings update, JDP's FYI

STOCKS

ShareCode% of Equities
ADAPTITADI4.29%
ASPENAPN11.17%
RICHEMONTCFR4.82%
CAPITECCPI7.93%
DBX USADBXUS4.93%
ENXGROUPENX3.84%
METAIRMTA4.18%
MTN GROUPMTN4.86%
NASPERS-N-NPN5.65%
NOVUSNVS0.76%
OLDMUTUALOML5.25%
PROPXTENPTXTEN4.51%
SHOPRITSHP8.31%
SASOLSOL14.17%
SATRIX FINISTXFIN5.14%
SATRIX INDISTXIND4.84%

* ADDS ADI, ENX, APN, NVS, SHP

TFSA

SATRIX FINISTXFINR5000
PROPXTENPTXTENR10000
DBX WDDBXWDR10000
DBX EUDBXEUR5000


Funds:

Down scaled my monthly DO even more, to these fund, rather accumulate and then buy equities or ETF's.

AG Balance Fund - moved R30Kr to TFSA EasyEquities
AG Provident Preservation Fund - still there what to do?
Nedgroup Global Feeder Fund. - Added some money to this, like the foreign exposure, and dont really have other means of foreign exposure besides DBX ETF,
                                                   Hopefully there is a cheaper alternative to STD Banks Web trader, fees seems HIGH, maybe in future.
Stanlib RA       - Still need to decide
Metropolitan RA. - Still need to decide
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jaDEB

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Re: Long Term Portfolios.
« Reply #35 on: May 12, 2015, 09:08:32 am »
Nice Spread  :TU:

Here is mine ...

African Bank Inv Ltd                                0.20 %
Aspen Pharmacare Hldgs Ltd                  17.21 %
Advanced Health Ltd                              12.65 %
Naspers Ltd -N-                                       47.55 %
Oceana Group Ltd                                   16.35 %

Other 1 I is looking after.

Advanced Health Ltd                              96 %
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jaDEB

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Mr_Dividend

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Re: Long Term Portfolios.
« Reply #36 on: May 12, 2015, 03:34:36 pm »
My main portfolio:

Share   Code   Profit (Loss) (%)   % of Equities
A V I   AVI   29.87   5.57%
ARROW A   AWA   25.69   4.29%
BATS   BTI   41.74   2.36%
CORONAT   CML   17.11   9.56%
CAPITEC   CPI   189.15   6.94%
GRANPRADE   GPL   28.05   1.52%
GROWPNT   GRT   8.98   2.72%
HYPROP   HYP   40.94   8.78%
INTUPLC   ITU   19   3.26%
MMI HLDGS   MMI   50.23   2.07%
MR PRICE   MPC   50.91   7.87%
MTN GROUP   MTN   4.91   5.01%
NEPI   NEP   19.33   1.99%
NAMPAK   NPK   12.06   2.35%
OLDMUTUAL   OML   33.25   4.09%
PERGRIN   PGR   37.19   2.50%
REDEFINE   RDF   19.05   2.84%
RHODES   RFG   9.2   2.02%
RMIH   RMI   41.31   3.37%
ROCKCASTLE   ROC   70.13   4.86%
RI PLC   RPL   39.95   5.70%
SA CORP   SAC   17.01   2.61%
SANLAM   SLM   17.78   2.06%
SPURCORP   SUR   26.19   0.81%
TOWER   TWR   0.14   1.29%
VODACOM   VOD   17.54   3.45%

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Orca

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Re: Long Term Portfolios.
« Reply #37 on: May 12, 2015, 06:05:00 pm »
Wow Mr_Divi. You hold the ALSI there.
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I started here with nothing and still have most of it left.

Mr_Dividend

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Re: Long Term Portfolios.
« Reply #38 on: May 12, 2015, 09:46:44 pm »
Yup - I think for beginners a spread portfolio might not get stellar returns, but is a fair amount safer than a more concentrated selection. And of course, geared for dividends with out resources.

Happy with it so far - but can only really track it now that I have stopped adding to it.

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Mr_Dividend

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Re: Long Term Portfolios.
« Reply #39 on: May 13, 2015, 07:00:33 am »
My small portfolio is less than 10% of the bigger one and generally contains share I liked but for one or other reason did not get into the main portfolio - usually because of a lack of decent dividend but sometimes just because I ran out of money!

Still a work in progress - next want to add steinhoff and FNB and probably mediclinic

Naspers
Aspen
Attaq
WHL
JSE
CML (again  :-[)
Taste
EOH
Discovery
Spar

What can I say - I like reading SENS! As long as fees are reasonable, I do not see what the problem is with making your own ETF. The only problem would be when it comes time to sell - having all your cash in a couple of ETF's makes it easier instead of it spread between 40 or so shares - I guess worst performers out first.

I did see a quote once that went something like " A large portfolio is the product of a lazy or feeble mind" - something along those lines anyway. Personally, I just think it's safer, especially if you not a stock market guru  - something I will never be.
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Mr_Dividend

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Re: Long Term Portfolios.
« Reply #40 on: July 11, 2015, 09:21:44 am »
Share   Code   Profit (Loss) (%)   % of Equities
A V I   AVI   34.56   5.89%
ARROW A   AWA   24.42   4.33%
BATS   BTI   47.57   2.50%
CORONAT   CML   9.21   9.09%
CAPITEC   CPI   142.07   5.92%
GRANPRADE   GPL   17.66   1.42%
GROWPNT   GRT   13.79   2.90%
HYPROP   HYP   49.48   9.50%
INTUPLC   ITU   16.38   3.25%
MMI HLDGS   MMI   42.86   2.00%
MR PRICE   MPC   53.5   8.16%
MTN GROUP   MTN   -1.89   4.78%
NEPI   NEP   23.56   2.10%
NAMPAK   NPK   -8.48   1.96%
OLDMUTUAL   OML   28.89   4.04%
PERGRIN   PGR   59.36   2.96%
REDEFINE   RDF   14.08   2.77%
RHODES   RFG   11.49   2.10%
RMIH   RMI   41.06   3.43%
ROCKCASTLE   ROC   44.18   4.20%
RI PLC   RPL   32.43   5.50%
SA CORP   SAC   17.5   2.68%
SANLAM   SLM   13.46   2.03%
SPURCORP   SUR   14.05   0.74%
TOWER   TWR   1.14   1.33%
VODACOM   VOD   13.06   3.38%
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jaDEB

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Re: Long Term Portfolios.
« Reply #41 on: July 11, 2015, 01:00:53 pm »
Quote from: Mr_Dividend on July 11, 2015, 09:21:44 am
Share   Code   Profit (Loss) (%)   % of Equities
A V I   AVI   34.56   5.89%
ARROW A   AWA   24.42   4.33%
BATS   BTI   47.57   2.50%
CORONAT   CML   9.21   9.09%
CAPITEC   CPI   142.07   5.92%
GRANPRADE   GPL   17.66   1.42%
GROWPNT   GRT   13.79   2.90%
HYPROP   HYP   49.48   9.50%
INTUPLC   ITU   16.38   3.25%
MMI HLDGS   MMI   42.86   2.00%
MR PRICE   MPC   53.5   8.16%
MTN GROUP   MTN   -1.89   4.78%
NEPI   NEP   23.56   2.10%
NAMPAK   NPK   -8.48   1.96%
OLDMUTUAL   OML   28.89   4.04%
PERGRIN   PGR   59.36   2.96%
REDEFINE   RDF   14.08   2.77%
RHODES   RFG   11.49   2.10%
RMIH   RMI   41.06   3.43%
ROCKCASTLE   ROC   44.18   4.20%
RI PLC   RPL   32.43   5.50%
SA CORP   SAC   17.5   2.68%
SANLAM   SLM   13.46   2.03%
SPURCORP   SUR   14.05   0.74%
TOWER   TWR   1.14   1.33%
VODACOM   VOD   13.06   3.38%

I see u sold mine? NPN & APN  :wall: How can you sell the best to be shares for 2015 / 2016 ?  :wall:    :whistle:
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jaDEB

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jaDEB

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Re: Long Term Portfolios.
« Reply #42 on: July 11, 2015, 01:52:03 pm »
Aspen Pharmacare Hldgs Ltd                  17 %
Naspers Ltd -N-                                       47 %
Oceana Group Ltd                                   28 %

Other 1 I is looking after.

Advanced Health Ltd                              96 %
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jaDEB

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Lamak

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Re: Long Term Portfolios.
« Reply #43 on: July 11, 2015, 08:50:10 pm »
Wow. I'm in awe. I can see this took many hours of thought and planning. Did you create this with a certain methodology you use?. Thanx for sharing. I thank you
Quote from: Mr_Dividend on July 11, 2015, 09:21:44 am
Share   Code   Profit (Loss) (%)   % of Equities
A V I   AVI   34.56   5.89%
ARROW A   AWA   24.42   4.33%
BATS   BTI   47.57   2.50%
CORONAT   CML   9.21   9.09%
CAPITEC   CPI   142.07   5.92%
GRANPRADE   GPL   17.66   1.42%
GROWPNT   GRT   13.79   2.90%
HYPROP   HYP   49.48   9.50%
INTUPLC   ITU   16.38   3.25%
MMI HLDGS   MMI   42.86   2.00%
MR PRICE   MPC   53.5   8.16%
MTN GROUP   MTN   -1.89   4.78%
NEPI   NEP   23.56   2.10%
NAMPAK   NPK   -8.48   1.96%
OLDMUTUAL   OML   28.89   4.04%
PERGRIN   PGR   59.36   2.96%
REDEFINE   RDF   14.08   2.77%
RHODES   RFG   11.49   2.10%
RMIH   RMI   41.06   3.43%
ROCKCASTLE   ROC   44.18   4.20%
RI PLC   RPL   32.43   5.50%
SA CORP   SAC   17.5   2.68%
SANLAM   SLM   13.46   2.03%
SPURCORP   SUR   14.05   0.74%
TOWER   TWR   1.14   1.33%
VODACOM   VOD   13.06   3.38%
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Mr_Dividend

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Re: Long Term Portfolios.
« Reply #44 on: July 12, 2015, 08:58:06 am »
Quote
I see u sold mine? NPN & APN  :wall: How can you sell the best to be shares for 2015 / 2016 ?  :wall:    :whistle:

Still have them in the little portfolio - nether have great divi's  ;)

Lamak - not really, I pretty much just look at 3 and 5 year charts in combination with divi yield and P/E. More importantly though, is that I needed a 5% yield, so need to balance out some lower( but fast growing) divi payers like Capitec, MPC, RMI with some pretty boring but high yield options - generally listed property.

Also I am fairly realistic in expectations - want 10% capital growth and inflation busting dividend growth. 15% and over capital growth would make me really happy. This year ending August will be the first year I can start the figures - divi yield on original sum is around 5.5% after dividend tax.

Did seriously look at ETF's, but:
a) None gave me the divi I needed - the good income ETF's where between 3 - 4%
b) At the time they all had a fair amount of ABIL - which I disliked
c) Most DIVI etf's generally have a fair amount of resources - again, I dislike.

That said, a mix of Fini/ indi and property could work pretty well

e) lastly, I think buying individual stocks is more fun, which means you put more cash in - always a good thing. I enjoy keeping tabs on the companies I have shares in - with ETF's it's a lot less personal.

I bench mark to the SATRIX Divi because it has the highest dividend. If for a few years I under perform it by a couple of percent, I will think of switching - but so far it's been pretty easy to beat.
Maybe I should switch benchmarking to 1/3 fini/indi/prop  :-X Might see my ass.




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