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Stock Watch Thread
#31
(06-07-2016, 03:27 PM)Hamster Wrote:
(06-07-2016, 02:55 PM)Spreadsheet Ranger Wrote: True. I am saving up now. I am still very undecided between JSE:NEP and JSE:ROC deep inside I feel ROC will be the better choice since it's global and NEP is just malls.

Then at the same time whilst I am dumping equal amounts into the above I am now faced with Taste Holdings, Do I increase my exposure by withholding money from NEP and ROC and lump sum them into taste?

I can't imagine Taste holdings dying not with everything they have going on now, but I am not sure will the upturn take 2 years, 3,4,6 years? Do I want to be tied down for that long with significant exposure to them I don't know anymore and also I honestly thought 240 cents will be the bottom out for this company and now I am just totally lost as I did not see them dropping 43% in 12 months. Which creates a real conflicting feeling me; on the one side I think, damn lets get the hell out of this it's a free fall the company is done red lights everywhere and on the other side of me I see a Company with good management, good plans and proper expansion trading at a 43% discount...

Ever considered PTXTEN?

I did. I did, I'm still. I think I just didn't get it since I don't fathom the property market yet, not sure what to look for etc. However I think I want to push my portfolio to be 45% property ie 15% ROC, 15% NEP and 15% PTXTEN

Am I silly? Or can that work?

On a side note, I never new you can buy the actual JSE:JSE -> How does that work, what is their business model how do I justify this stock since I am concidering it...
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#32
(06-07-2016, 07:27 PM)Spreadsheet Ranger Wrote: I did. I did, I'm still. I think I just didn't get it since I don't fathom the property market yet, not sure what to look for etc. However I think I want to push my portfolio to be 45% property ie 15% ROC, 15% NEP and 15% PTXTEN

Am I silly? Or can that work?
I think 45% property is way too much and would push it to more than 15% at our age.

With that said, some reckon it is a good start to just go full R30k PTXTEN in your TFIA because of the dividend tax you'll save in the long run (which you'll need to reinvest for growth). I went DIVTRX for similar reasons but only R20k.
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#33
(06-07-2016, 08:10 PM)Hamster Wrote:
(06-07-2016, 07:27 PM)Spreadsheet Ranger Wrote: I did. I did, I'm still. I think I just didn't get it since I don't fathom the property market yet, not sure what to look for etc. However I think I want to push my portfolio to be 45% property ie 15% ROC, 15% NEP and 15% PTXTEN

Am I silly? Or can that work?
I think 45% property is way too much and would push it to more than 15% at our age.

With that said, some reckon it is a good start to just go full R30k PTXTEN in your TFIA because of the dividend tax you'll save in the long run (which you'll need to reinvest for growth). I went DIVTRX for similar reasons but only R20k.
Very interesting, so more in the area of 5% ROC, 5% NEP and 5% PTXTEN? I like ROC for that "global" part, incase there is a property crash in one country like SA then I assume ROC can offset it with their "global" footprint. -> http://www.rockcastleglobalre.mu/ There "about" sections and everything looks very... "Stable 'guaranteed' Growth" like.

As for TAX Free Savings Account. I need to focus on that thing this year. I started late, that is a blatant lie, I haven'tent started yet. Everytime I want to I end up flocking to single shares like a amatuer.

That will be a big focus for me to get the TFSA up and going this year.
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#34
PTXTEN already contains NEP and ROC (10% each) so why bother buying them at all?

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#35
(06-07-2016, 09:04 PM)Hamster Wrote: PTXTEN already contains NEP and ROC (10% each) so why bother buying them at all?

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Holy smokes! I did not know that! (Granted I never looked)
Omg! Life changed forever!

Both my ROC and NEP is in the green so I will sell them tomorrow and lumpsum it into PTXTEN! 

I wish one could transfer funds internally from your main account into the TFSA on EasyEquities that would have been amazing.
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#36
Was hoping to sell NEP and ROC today to buy PTXTEN, but unfortunately both ROC and NEP is down 2% each today so far.
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#37
This has been my worst day since I started 6 years ago. This year actually feels like a 2008/9 redo or hint to a looming 2008/9 repeat.
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#38
(06-08-2016, 03:50 PM)Spreadsheet Ranger Wrote: This has been my worst day since I started 6 years ago. This year actually feels like a 2008/9 redo or hint to a looming 2008/9 repeat.

Odd, I haven't lost anything today, which is usually what happens most days  Sleepy

#39
(06-08-2016, 04:42 PM)Purply Wrote:
(06-08-2016, 03:50 PM)Spreadsheet Ranger Wrote: This has been my worst day since I started 6 years ago. This year actually feels like a 2008/9 redo or hint to a looming 2008/9 repeat.

Odd, I haven't lost anything today, which is usually what happens most days  Sleepy

This is just my one portfolio my smaller one (R15K in total), but percentage wise it's been a mess.
JSE : PSG
JSE : ROC
JSE : NEP
JSE : TAS

And the shocker -> JSE:RAR ( luckily only have 1000 rond in there )
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#40
Ja nee...

[Image: 43763f5296a98841b98ae0ab7046d38f.jpg]

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#41
I hope tomorrow is a little better. Atleast just those two property ones I own then I can sell them for profit and buy PTXTEN.

Then next month I want to start building my TFSA I need to work hard and watch my spending habits to try and MAX that limit in the remaining 6 Months left of this year.
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#42
Just a little remember that the tfsa limit of R30k is per financial year aka March to Feb.


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“Ignorance is of a peculiar nature: once dispelled, it is impossible to re-establish it. It is not originally a thing of itself, but is only the absence of knowledge; and though man may be kept ignorant, he cannot be made ignorant.”
-Thomas Paine, The Rights Of Man

#43
(06-08-2016, 10:28 PM)_Tariq Wrote: Just a little remember that the tfsa limit of R30k is per financial year aka March to Feb.


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Of course!! I forgot. Well phew that means I don't need to out away 5K per month just into the TFSA
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#44
I'm cautiously optimistic that today is going to be another good day

#45
I hope you are right. I want to restructure my portfolio now. Cut the games and start getting serious. By serious I mean less reckless and more mythological and informed.
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