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Today the STXIND was up by 1.6% while the DIVTRX was down by 4.7%.
Some may think why this happened as the two have been following each other trend wise with the DIVTRX doing somewhat better over the past year and a half and now the sudden downfall of the DIVTRX.

The 2 ETF's hold different stocks in their portfolios. The STXIND is only in industrial stocks while the DIVTRX is not. The INDI is overweight in SAB and NPN while the DIVTRX is overweight in Banks and Financial Services, the hardest hit sector today.

The industrial sector will never go out of favour as it is the heart of any country's growth. Charts have confirmed this.

I am now doubting if I made the right decision to put half my money into DIVTRX and nothing into STXIND.

The INDI is overweight in SAB and NPN

That is your answer right there. SAB and NPN are both countries with more offshore exposure than SA exposure hence the fact that they, and as a result the STXIND, did well yesterday. So I guess the question you should rather ask yourself is do you still believe SA holds better prospects for an investor compared with the rest of the world? Answer that question and you will know whether you should get out of the DIVTRX and add to your STXIND holdings or not.

Today the STXIND was up by 1.6% while the DIVTRX was down by 4.7%.
Some may think why this happened as the two have been following each other trend wise with the DIVTRX doing somewhat better over the past year and a half and now the sudden downfall of the DIVTRX.

The 2 ETF's hold different stocks in their portfolios. The STXIND is only in industrial stocks while the DIVTRX is not. The INDI is overweight in SAB and NPN while the DIVTRX is overweight in Banks and Financial Services, the hardest hit sector today.

The industrial sector will never go out of favour as it is the heart of any country's growth. Charts have confirmed this.

I am now doubting if I made the right decision to put half my money into DIVTRX and nothing into STXIND.

Well, on the bright side you got out of CML - I am still riding that train down 

But I do not envy you with money in SA and living on Euro's. All the talk here is on how to get the cash out. Nothing (so far) is effecting my dividends - so not too worried. Portfolio's are taking a beating but have no intention of changing anything - will learn about CFD's so next time can short abit.

I was about to buy 200k worth of divtrx. Nervous now.
What is the opinion??....should I wait some more before I buy? Or should buy the stxindi??? I am now thinking divtrx cos it's cheaper now. Urrh 

At least the divies from DIVTRX are higher than STXIND and the TER is lower so not too bad.

Yes. I am getting a bit worried about the FX rate now but we are living cheaper since we have found a farmers market for fresh supplies that is up to 4x cheaper than the large supermarkets. For instance, pork fillets whole and chicken leg quarters are R20 pk and mackerel fish is R17 pk.
This brings our monthly living costs down to just over R7k pm from R9k. This does not include our private medical aid as we pay that yearly and equates to R1 054.00 pm. So not bad at all so far.

That's pretty good - some excellent prices there - pork chops are around R40KG on special and chicken fillets around R50 on special. Cannot ever remember seeing pork fillets!. I am guessing fruit and veg in season is also cheap? I would still worry about you withdraw rate - I remember you saying that at one point was around 8% - which is a bit on the high side considering your age. To be fair, probably only best to work it out once the market has settled a bit when you next make a transfer.

This is my view on the SA Stock Exchange:-
That foreigners will continue to sell out of the market and the local fund managers will hold off buying these local shares thus suppressing and dropping the JSE share prices.
Foreigners could lose one of two ways or both:-
If they hold onto their shares in companies who are internationally diversified they will see the share prices drop and thus lose a capital gain and exit the market. They could also decide to ride it out take the capital knock, see earning improve in foreign terms which will improve dividend returns, but will lose heavily if they wish to repatriate their dividends back to their foreign state.

So I do think that foreigners will continue to exit the SA market slowly and ahead of the announcements next year of junk status for the country - I think the first announcement is around March next year, just after the Budget speech which should be a real financial disaster for the country 

I am sure the STXIND is still a good ETF but I wouldn't buy it until the SAB/AB deal is done and over with because I am pretty sure once that happens the STXIND will go through a bit of a correction. Just my humble newbie opinion.

Interesting you say that as I have a large holding in the INDI and you've got me thinking now should I sell before the SAB deal goes through and buy again if the price drops quite a bit through a correction? What is the timescale on the SAB deal?

Any other views on this?

Interesting you say that as I have a large holding in the INDI and you've got me thinking now should I sell before the SAB deal goes through and buy again if the price drops quite a bit through a correction? What is the timescale on the SAB deal?

Any other views on this?

Dunno bout selling but would definitely hold off on buying any more. As to when the deal will be done is anyone's guess. The deal has a of hurdles to get over and is very complicated.