The JSE and finance forum for South Africa

General Category => Shares => Topic started by: Goliath on April 03, 2013, 12:11:57 pm

Title: Post your portfolio!
Post by: Goliath on April 03, 2013, 12:11:57 pm

Current portfolio:

Afrocentric
Arrowhead A
Brait SE
Calgro M3
Chemspec
Morvest (wildcard punt)
Poynting
Redefine
RBA Holdings (wildcard punt)
Taste

Watchlist:
Transaction Capital
Foneworx
Rolfes Holdings
Jasco

Title: Re: Post your portfolio!
Post by: smiley on April 03, 2013, 12:17:20 pm

Quote from: Goliath on April 03, 2013, 12:11:57 pm

Current portfolio:

Afrocentric
Arrowhead A
Brait SE
Calgro M3
Chemspec
Morvest (wildcard punt)
Poynting
Redefine
RBA Holdings (wildcard punt)
Taste

Watchlist:
Transaction Capital
Foneworx
Rolfes Holdings
Jasco

We have a similar concept  :)

Mine are

ACT
CGR
MTA
IVT
AVI
BAT
ADI
PGL

Title: Re: Post your portfolio!
Post by: Patrick on April 03, 2013, 12:29:46 pm

At present:
FOORD Equity 90%
CML 3.3%
STX Indi 3.3%
Vodacom 3.3%

Watchlist:
SAB
MTN
PNC
MTA
IVT
RMI

I'm new to buying shares directly, so at the moment 90% of my investment is in FOORD equity. They've done well so I'll keep that there and use my monthly contributions to buying shares directly.

Title: Re: Post your portfolio!
Post by: jaDEB on April 03, 2013, 01:36:25 pm

Mine.

100% SGL

Mine/my brother Darrel / and Other Brother Darrel

100% CML

Other 1

100% DRD

Title: Re: Post your portfolio!
Post by: conjam on April 03, 2013, 03:41:24 pm

agl
apn
bil
cml
fbr
gpl
mtn
bti
rei
sol

Title: Re: Post your portfolio!
Post by: Aragorn on April 12, 2013, 12:05:11 pm

Thought I'd share mine

ASTRAL
GROWPNT
MMI HLDGS
MTN GROUP
NORTHAM
NETCARE
STANBANK
TRNPACO
WBHO
WOOLIES

Watchlist -
EOH
MEDCLIN
NAMPAK
STEINHOFF

Title: Re: Post your portfolio!
Post by: Soutie on August 08, 2013, 04:57:17 pm

In for a penny.
In for a pound.
Here goes. In order weighting.

WSL   32%    OOOooohhh don't get me started
VOD   17%    Long termer
ELI     14%    Starting to get worried
BAT    12%    Long termer
CLR    8%      My punt for this year
NET1  5%      Impulsive when it tanked
JBL     5%      Kinda like this, good prospects for a big win/loss  buyer beware
COH   3%      Capitec nuf said
CZA    2%      Bad luck follows David Brown around I'm sure of it
GIJ     1%      Dog with potential
RAC    1%      Got shafted big time in Sierra Loene

Looking to get into on a pullback

GND @ R22 ish 
TKG  @ R18/19 ish
NPK  @ R30 ish

Title: Re: Post your portfolio!
Post by: Orca on August 08, 2013, 06:24:01 pm

Mine

CML
PNC
MTA
Cash. After selling half CML at 68 something.

Watchlist.
OCE. Tempted now as at a dip.
EOH. My preferred.
OMN. Secure long term but will wait for EOH and see.