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General Category => The Investor Challenge => Topic started by: Patrick on May 23, 2013, 09:24:54 am

Title: Added Satrix INDI to the leaderboard
Post by: Patrick on May 23, 2013, 09:24:54 am
The INDI has been the best "fund manager" for a while now, so I thought it would be interesting to see how it would rank. I've put it in and backdated the purchases to the closing prices of the opening day, and the first trading day of May.
Title: Re: Added Satrix INDI to the leaderboard
Post by: Shi on May 23, 2013, 09:56:17 am
Thanx Patrick. It does make the rest of us look bad though  ;)
Title: Re: Added Satrix INDI to the leaderboard
Post by: Orca on May 23, 2013, 10:36:45 am
My favorite Satrix. Ave is around 40% pa over a 3 year period and 37% over 5 years. Won't be surprised if it wins.
Title: Re: Added Satrix INDI to the leaderboard
Post by: Orca on June 11, 2013, 06:43:49 pm
Patrick. It shows up on it's own and not IN the Groups.
Title: Re: Added Satrix INDI to the leaderboard
Post by: Patrick on July 13, 2013, 08:18:36 am
I saw that I missed a LDT for the indi on the 24th of June, so I added that to the LDT thread and it's now been paid. It's bumped the indi up to 15th spot. Hard to argue with that as an investment strategy...
Title: Re: Added Satrix INDI to the leaderboard
Post by: Moneypenny on July 14, 2013, 09:25:22 am
Patrick where did you find INDI LDT, I've also missed it.
Title: Re: Added Satrix INDI to the leaderboard
Post by: Patrick on July 14, 2013, 10:37:21 am
Had to go hunting for it. ABSA doesn't give me dividend notifications until the month after it was paid, but I saw some extra cash in my account.

Take a look here: http://www.satrix.co.za/products/satrix%20indi.aspx
on the left you'll see Document downloads, and under that you'll see dividend distribution announcements.

Looks like Satrix pays a dividend 4 x a year. I've added the satrix 40 to the LDT page too.
Title: Re: Added Satrix INDI to the leaderboard
Post by: franz on July 14, 2013, 12:36:57 pm
You are right Patrick, all satrix shares pay a divi and interest every quarter which suits me just fine.
Unfortunetely there is no option to get the divi's as shares and have them reinvested like Brait does.
As you can see below last divi was 20.67 cents

Share Information
Short Name Stxind 
Long Name Satrix Indi 
Share Code STXIND 
JSE Sector Exchange Traded Funds (A140) 

Dec Date Type LDT Div Num Pay Date Amount Currency
2013-06-06 Special 2013-06-21 0 2013-07-12 0.2067 ZAR
2013-03-06 Special 2013-03-20 0 2013-04-19 0.0863 ZAR
2012-12-04 Special 2012-12-19 0 2013-01-22 0.0810 ZAR
2012-09-06 Special 2012-09-20 0 2012-10-12 0.3952 ZAR
2012-06-08 Special 2012-06-22 0 2012-07-10 0.2508 ZAR
2012-03-08 Special 2012-03-23 0 2012-04-11 0.0907 ZAR
2011-12-19 Special 2011-12-21 0 2012-01-17 0.0895 ZAR
2011-09-02 Special 2011-09-16 0 2011-10-18 0.3303 ZAR
2011-06-02 Special 2011-06-17 0 2011-07-18 0.1318 ZAR
2011-03-03 Special 2011-03-17 0 2011-04-21 0.0927 ZAR
2010-12-08 Special 2010-12-23 0 2011-01-27 0.0663 ZAR
2010-09-02 Special 2010-09-16 0 2010-10-20 0.2287 ZAR
2010-06-03 Special 2010-06-18 0 2010-07-23 0.0645 ZAR
2010-03-04 Special 2010-03-18 0 2010-04-15 0.0451 ZAR
2009-12-08 Special 2009-12-23 0 2010-01-07 0.0359 ZAR
2009-09-03 Special 2009-09-17 0 2009-10-06 0.1373 ZAR
2009-06-04 Special 2009-06-19 0 2009-07-14 0.0642 ZAR
2009-03-13 Special 2009-03-27 0 2009-04-08 0.0816 ZAR
Title: Re: Added Satrix INDI to the leaderboard
Post by: Orca on July 14, 2013, 07:36:13 pm
So what you are saying is that Patrick's STXIND as shown on the competition is without divi reinvested?
Title: Re: Added Satrix INDI to the leaderboard
Post by: Patrick on July 14, 2013, 10:06:53 pm
So what you are saying is that Patrick's STXIND as shown on the competition is without divi reinvested?

The current position (15th place) is with the dividend payment. If was 22nd before that if I remember correctly. Not bad at all.
Title: Re: Added Satrix INDI to the leaderboard
Post by: franz on July 15, 2013, 11:32:23 am
Patrick, can you remember on which date you added STXIND to the leaderboard?
Title: Re: Added Satrix INDI to the leaderboard
Post by: Patrick on July 15, 2013, 12:05:14 pm
No but I backdated the purchases to the night of the opening day. All later purchases were done the night after the first days trading following a deposit, just to make sure there was no timing involved in the purchases.
Title: Re: Added Satrix INDI to the leaderboard
Post by: franz on July 15, 2013, 12:51:44 pm
Thanks
Title: Re: Added Satrix INDI to the leaderboard
Post by: Patrick on August 20, 2013, 05:44:47 pm
Well it's official, the indi kicked my butt today  :mad:

Luckily in real life I just buy the indi  :TU: