Author Topic: SAtrixindi  (Read 67534 times)

Patrick

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Re: SAtrixindi
« Reply #45 on: September 03, 2013, 03:50:38 pm »
I'm in this game for the long haul:
STX40 10 years    15.92% + divs = 18.68% annualised
STXIND 10 years 23.55% + divs = 26.03% annualised

5 year numbers are 11% and 22%. There's too little data on the RAFI to compare longer term.

http://www.moneyweb.co.za/moneyweb-click-a-unit-trust/satrix-indi-portfolio?sn=2012+Detail
http://www.moneyweb.co.za/moneyweb-click-a-unit-trust/satrix-40-portfolio?sn=2012+Detail

Orca

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Re: SAtrixindi
« Reply #46 on: September 03, 2013, 06:47:42 pm »
No doubt that the Indi beats the other 2 but I am wondering why it only made better gains in those 3 months and the rest of the year they were equal. What was different during those 3 months to cause the Indi to go higher? I cannot remember any reasons.
I have not checked back to earlier years but I would think that the 3 follow at the same trend and for some reason the Indi gains more at some point that I cannot yet reason.
I started here with nothing and still have most of it left.

yozzi

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Re: SAtrixindi
« Reply #47 on: September 04, 2013, 10:48:50 am »
I can't think of any downside apart from a market crash. yozzi. I won't use a stop loss purely due to down spikes that lasts minutes before retracting back up. Called stop loss grabbers. These are more prevalent in volatile markets like now.

Thanks Orca points noted.

flexbender

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Re: SAtrixindi
« Reply #48 on: September 05, 2013, 02:43:37 pm »
I've done my research on the the STX's but I want to hear some of the forum members' opinions regarding the choice between the different products they offer.
The FINI, INDI and RESI are quite easy to understand. - Sector specific.
The DIVI is also clear as you know what it's aim is.
BUT, between the regular TOP40, the SWIX and the RAFI I don't know where my preference lies.
Actually to be honest, if I had to pick one I'd go for the RAFI. Purely because I like the rebalancing of it. Passive 'management'. But no one else seems to like it!
The INDI has the best track record yes, and people love the reliance and stability of the DIVI, and others like the simplicity of the TOP40, and then the sector specific Funds if they think I can predict which is going to outperform in the future.
I don't know which way to go here! Can't make up my mind.
 :wtf:


Orca

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Re: SAtrixindi
« Reply #49 on: September 05, 2013, 03:31:08 pm »
You will want to keep your stocks for at least 3 years for tax sake. So here is a 3y chart. You can either pick 60% or 120%. Whichever suits your pocket.
I just cannot see the other indexes beating the Indi. Even the method used to pick the Rafi stocks should make it the best performer but it is not.
If one can use the Rafi stock picking method on the Indi stocks, you will have superior stocks.
I started here with nothing and still have most of it left.

Delusionsofgrandeur

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Re: SAtrixindi
« Reply #50 on: September 06, 2013, 01:24:08 pm »
So would it still be safe to just invest in just the Indi long term?Or is a mix of indexes recommended?I'll investing long term.

Also Orca,what do you mean by "You can either pick 60% or 120%"?

Im really also worried by the state of the economy long-term,causing investments to be worthless.

Is it perfectly safe invest in Rands at the moment?

Orca

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Re: SAtrixindi
« Reply #51 on: September 06, 2013, 07:09:30 pm »
So would it still be safe to just invest in just the Indi long term?Or is a mix of indexes recommended?I'll investing long term.

Also Orca,what do you mean by "You can either pick 60% or 120%"?

Im really also worried by the state of the economy long-term,causing investments to be worthless.

Is it perfectly safe invest in Rands at the moment?

The Indi has been the best performing ETF for many years beating most if not all fund managers and UT's.
A correction is overdue at this point but "when" is the question. Nobody knows, but it must happen soon. It should be a healthy 8 to 15% correction that will put the charts back to normal as they are overbought at this stage.
Now this correction must not be confused with a Bear Market. It will still be in a Bull Market with a correction of short term within the Bull Market.
Your last question about the safety of investing in Rands.
Sadly it is not. The violent and destructive strikes here are seen on foreign media. If we get downgraded one more notch due to this, we will be worse off. The ZAR will decline further and due to foreign countries policies, investments here MUST be withdrawn to protect their investments from declining.

 
I started here with nothing and still have most of it left.

gcr

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Re: SAtrixindi
« Reply #52 on: September 07, 2013, 09:01:50 am »
Well I see Moody's downgraded Sanral which puts pressure on all SUI's so the country rating could be seriously affected. This is when the government and the citizens realize that Pravin is not a magician but just an ordinary alchemist :LHST:
Not everything that counts, can be counted, and, not everything that can be counted counts - Albert Einstein

yozzi

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Re: SAtrixindi
« Reply #53 on: September 13, 2013, 10:50:36 am »
I see the Indi has gone through R50 now and was thinking about putting an order in to buy at R47 do you think it will pull back anytime soon?

Orca

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Re: SAtrixindi
« Reply #54 on: September 13, 2013, 01:17:45 pm »
I personally would wait for the Fed meeting next Wed. Too risky now.
I started here with nothing and still have most of it left.

Orca

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Re: SAtrixindi
« Reply #55 on: September 18, 2013, 06:10:05 pm »
The Indi sector has gone up too high according to my brokers. The sector PE is 24x and this is not sustainable. A correction has been overdue for some time and any advances is due to trading and not investing.
I started here with nothing and still have most of it left.

yozzi

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Re: SAtrixindi
« Reply #56 on: September 19, 2013, 12:47:48 pm »
So you still think there will be a 10-15%  correction?

Orca

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Re: SAtrixindi
« Reply #57 on: September 19, 2013, 01:56:46 pm »
So you still think there will be a 10-15%  correction?
No doubt yozzi. The S&P500, Indi sector, TOPI etc are trading too high above the 200 ma and the happiness of today is not helping. One can argue that this may be a new normal but how do you argue that the Indi is trading at a PE of 24x and the ALSI at +17x whereas the ALSI's long term average is 14x
Should the ALSI correct back to a PE of 14x from 17x then the mind boggles as to the percentage drop. Perhaps a year bear market?
I started here with nothing and still have most of it left.

yozzi

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Re: SAtrixindi
« Reply #58 on: September 19, 2013, 07:18:58 pm »
Orca, that's scuppered my plans a bit as I was going to invest a fair bit in the Indi and as I'm not very familiar with the market like you guys are I need to look at something that's going to give me a decent return over the next 3-5 yrs and I don't think I'll go with the various fund managers so need to have a relook at this!

Patrick

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Re: SAtrixindi
« Reply #59 on: September 19, 2013, 07:33:33 pm »
So you still think there will be a 10-15%  correction?

Plenty are saying the market is due a correction, but they've been saying that for a long time now. Note that the correction would likely be market wide if it did occur, not just on the indi. Of course a correction is possible, but then again so is an economic boom. The p/e is often misleading. If there's growth coming up then the future p/e could normalise without a correction.

Since you're talking fairly long term at 3 to 5 years, I would imagine the market or indi in this case, is very likely going to give you a better return than any other asset class. The only sure thing I can say, is that if you stay in cash you will be guaranteed to lose as inflation will eat away at it. Property might beat inflation, but on average just matches it.

Plot two points separated by 5 years pretty much anywhere in the JSE's history, and you'll most likely not only see growth, but growth exceeding the inflation rate. Even buying just before the 2008 crash would have you ahead of inflation now 5 years later. And don't forget about those dividends, they're not shown on the graphs, so you need to add them in your head!
« Last Edit: September 19, 2013, 09:04:24 pm by Patrick »