Author Topic: STXIND vs DIVTRX  (Read 34201 times)

Patrick

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Re: STXIND vs DIVTRX
« Reply #15 on: December 15, 2015, 08:38:43 am »
The delisting of SAB shouldn't affect the price of the indi at all if I understand correctly. All that should happen is that the rest of the index will increase in size to make up the difference, and the current 26th biggest industrial stock will become part of the index.

Fawkes85

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Re: STXIND vs DIVTRX
« Reply #16 on: December 15, 2015, 09:58:23 am »
But what about ABinBev listing? How will that affect the STXINDI?

Patrick

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Re: STXIND vs DIVTRX
« Reply #17 on: December 15, 2015, 11:08:55 am »
Also no effect on price, just rebalancing required to match the new index. Fortunately it won't cost the holder anything.

Fawkes85

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Re: STXIND vs DIVTRX
« Reply #18 on: December 15, 2015, 11:35:56 am »
I understand but what I mean is that the STXIND's price shot up because of the SAB/AB deal. Once the deal is done the price should go through a bit of correction, shouldn't it? And not trying to sound smart here. Actually really asking.

Ron

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Re: STXIND vs DIVTRX
« Reply #19 on: December 15, 2015, 04:46:08 pm »
The DIVTRX has been a real dog - absolutely shocking. I'm down 14% down since October. For a general ETF this is extraordinary - if it were more well known (think stx40) it would be making headlines. Fellow holders, how do you justify holding on to this? If it's not the miners dragging it down, it's retailers & finance. I'm on the verge of selling & taking a painful loss. Why should I continue to hold?

Fawkes85

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Re: STXIND vs DIVTRX
« Reply #20 on: December 15, 2015, 04:56:28 pm »
Since I sold out of the DIVTRX 2 or 3 months ago I haven't looked at it again. Just did and OMG!!! What the hell happened to it???

Patrick

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Fawkes85

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Re: STXIND vs DIVTRX
« Reply #22 on: December 15, 2015, 07:30:11 pm »
Would seem that I chose a horrible year to enter the stock market and most people are of the opinion that next year won't be much better.

Orca

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Re: STXIND vs DIVTRX
« Reply #23 on: December 15, 2015, 08:11:38 pm »
Thinking of cutting my losses. Never wanted to be stuck in a sector like Financials as they are cyclical and has been in a bear mode for some time. The drought will hit the food retailers and not to mention the resources that DIVTRX has.

Where to now??? DBXUS or DBXJP? No. Stuck in one country that could become stagnant. EU STOX? No. Too much turbulence from Syria and migrants that could cause the fall of the EU and the Euro.

DBXWD seems diversified and doing well. The 1% management fee is high though but worth it.
Perhaps 50/50 in DBXWD and STXIND would do it. I think so. Tomorrow I will watch the spread on DIVTRX and sell asap.

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

Patrick

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Re: STXIND vs DIVTRX
« Reply #24 on: December 15, 2015, 09:22:48 pm »
I'm transitioning my unit trust into VWRD in the next couple of months. I'll be using interactive brokers foot my offshore investing. I'll move DIVTRX next year when my discretionary allowance allows that again. Going for Max diversification and minimum fees and taxes.

Moonraker

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Re: STXIND vs DIVTRX
« Reply #25 on: December 16, 2015, 01:23:02 pm »
Thinking of cutting my losses. Never wanted to be stuck in a sector like Financials as they are cyclical and has been in a bear mode for some time. The drought will hit the food retailers and not to mention the resources that DIVTRX has.

Where to now??? DBXUS or DBXJP? No. Stuck in one country that could become stagnant. EU STOX? No. Too much turbulence from Syria and migrants that could cause the fall of the EU and the Euro.

DBXWD seems diversified and doing well. The 1% management fee is high though but worth it.
Perhaps 50/50 in DBXWD and STXIND would do it. I think so. Tomorrow I will watch the spread on DIVTRX and sell asap.
I think DBXWD is a good choice.  :TU:

Fawkes85

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Re: STXIND vs DIVTRX
« Reply #26 on: December 16, 2015, 01:33:54 pm »
What is everyone's opinion on the BBET40? It's almost like the STXIND but completely equally weighted. So you do not have to worry about how much of an affect companies such as NPN and SAB can have on it.
« Last Edit: December 16, 2015, 03:27:46 pm by Fawkes85 »

Patrick

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Re: STXIND vs DIVTRX
« Reply #27 on: December 16, 2015, 02:06:39 pm »
I think DBXWD is a good choice.  :TU:

I also think it's a good index to follow, but the costs are too high. Since you're already out of SA why not open an international brokerage account and buy VWRD. VWRD is the Vanguard FTSE All-World ETF. It tracks the FTSE all world index, which includes emerging markets. DBXWD tracks the MSCI world index which excludes emerging markets, which is likely why it has slightly underperformed the FTSE world. The TER is just 0.25% rather than 0.68% for DBXWD. If you really want a fund which excludes emerging markets, then rather buy SWDA. It also tracks the MSCI index, but at a TER of just 0.2%.

Both VWRD and SWDA are traded on the London stock exchange, but held in Ireland, which has big tax benefits (and decent estate tax laws). This means you won't have to pay local tax on the dividends as they are already taxed in Ireland. The maximum tax you will pay is 15%, but because some of the holdings don't pay that tax, it works out to about 11% tax at the moment.

Orca

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Re: STXIND vs DIVTRX
« Reply #28 on: December 16, 2015, 08:47:45 pm »
Here is a 5 year chart of STXIND vs the ETF's mentioned. The STXIND is the thick blue line.
The DBXWD is overbought and too expensive at this stage. The VWRD has averaged a mere 10% pa.
Perhaps I will stick to my old favourite STXIND. She looks cheap now and has survived previous SA downgrades.
« Last Edit: December 16, 2015, 08:52:15 pm by Orca »
I started here with nothing and still have most of it left.

Patrick

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Re: STXIND vs DIVTRX
« Reply #29 on: December 17, 2015, 07:46:30 am »
The VWRD has averaged a mere 10% pa.
True, but it is 10% in Dollar terms, which means it's a lot more in Rand terms.