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SaurusDNA

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SaurusDNA last won the day on October 31

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About SaurusDNA

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  • Birthday November 5

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  1. SaurusDNA

    Discovery Bank Account

    Will it be listed separately or does it fall under DSY?
  2. SaurusDNA

    XBOX One vs Nintendo Switch

    My boys want to ask Santa for a gaming console for Christmas. One says they should ask for a Nintendo switch, but the other says they should ask for an XBOX one. They are currently 8 and 5 years old. Which is better and why?
  3. SaurusDNA

    Satrix Momentum ETF

    Yes, with stop losses and take profit, you can choose fixed or trailing, and set your limits as the stop losses/take profits trigger. You can also do a partial sell/buy if the trigger is hit. You can also choose between an alert or an action on a trigger. Here's the interface for a fixed stop. The trailing stop is similar, and also allows partial sales.
  4. SaurusDNA

    Satrix Momentum ETF

    I use Standard Bank Online Share Trading. It's a bit expensive but the resources and graphing software is second to none. I'm very happy with it. Some features of the R160 per month Viewpoint package: Live prices (no delay) always. Specialist graphing software with all the indicators built in (see an example screen capture below) Instant one-click buy and sell. Research, fundamental analysis and professional opinions. Live SENS news feed. And that's just the beginning!
  5. SaurusDNA

    Global ETF

    Yes, there's a problem with the website. Only the "Quick Reply" box works. If you reply to a post, it just deletes your text and only posts the original post you are replying two. It's been this way for a few weeks now, but I had no idea how to report it.
  6. SaurusDNA

    Global ETF

    STXWDM is basically ASHGEQ without the emerging markets part. So yes, I wouldn't do both. STXNDQ is sector-specific which means it has much greater risk (and of course potential reward) than your core shares. However, depending how much tolerance you have for risk, you may want to buy a slightly lower fraction of these than the core shares. I actually decided to do SYG4IR (Asian tech stocks) instead of STXNDQ because I don't want too much of my portfolio in US tech shares (many of these are already in the other ETFs that I have). But it's a toss-up between the two - I can't say that one is better than the other - it all depends if you have greater faith in American or Asian markets in the long run. Something else you may consider is a consistent high-dividend stocks ETF as well (such as GLODIV), because these are the ones that thrive in a bear market (have a look at the performance of GLODIV this year, for example - up 25% or so), and maybe even some property to be really well diversified. The global ETF part of my own portfolio is as follows: ASHGEQ: 22% GLODIV: 22% GLPROP: 22% STXEMG: 22% SYG4IR: 12%
  7. SaurusDNA

    Global ETF

    If I had to buy only one global ETF, it would be ASHGEQ. I like that it has a little more emerging market exposure than the others, which in the long term has more potential for growth, in my opinion.
  8. SaurusDNA

    Critique my ETF portfolio

    I'd definitely add some STXQUA. It's had a bit of a rough year, particularly because of TBS and AVI, but the plus side is that it's cheap at the moment. In a bearish market, high dividend stocks almost always outperform momentum stocks, and STXQUA is full of high dividend companies, so if the fears of recession come true, the STXQUA should shine. Plus, it's got SLM, TRU and CML as major components, and these three are set to skyrocket, in my opinion. I've got 11% of my ETF portfolio in STXQUA, and despite its recent slide, it's still my favourite ETF due to its amazing fundamentals. If I were you, I'd definitely go 10% STXQUA, and take that percentage from STXWDM or CTOP50 depending on how much local/offshore exposure you want. I'd keep your GLPROP, PTXTEM and STXEMG percentages exactly as is for now. These are being slaughtered at the moment, but if you're in it for the long haul, these should outperform the market average substantially. The only other change I might suggest is buying some GLODIV (take the percentage from STXWDM) to balance the global quality/value ETF (GLODIV) against your momentum ETF (STXWDM). In a bullish global market, STXWDM should excel, but if the market goes bearish, GLODIV should do much better.
  9. SaurusDNA

    Hello everyone

    Hi Kim Welcome to the forum. There are a lot of knowledgeable people on this site and I'm sure you'll have many fruitful discussions here. Mark
  10. SaurusDNA

    To REITS or not to REITS

    Question 1: Until 31 December 2017, the Coreshares PropTrax 10 ETF (PTXTEN) was (as far as I can recall) the second best performing ETF in South Africa over the 10 year period, second only to STXIND. Come 1 January 2018, within a few weeks, the ETF promptly lost 30% of its value. This means the ETF is probably the cheapest it has ever been and in the long run, I think it is probably the best buy as far as local property ETFs go at the moment. That being said, I don't see it gaining much in the short term, especially with the uncertainty over the land issue. However, long-term, I still consider it to be an excellent buy. At the moment I have 11% of my TFIA in PTXTEN and still buying my R300 of PTXTEN every month (Rand-cost averaging this ETF). Also, because it's so cheap, yields are very high at the moment making it an excellent choice for income. Question 2: I wouldn't do a specific REIT, reason being that the property recovery may take several years, and the risk of owning one company for that long becomes huge. I'd much rather buy the index, as there is no way of knowing if any one company will outperform the index or not in the long term. PTXTEN is an equal-weighted ETF holding 10% of each of the listed property Top 10 with an average annual yield of between 7% and 8% over the past 10 years. This would certainly be my choice as far as property investments go.
  11. SaurusDNA

    Stock Watch Thread

    I've changed my investments quite a bit since the beginning of the year because of the poor performance of the JSE - I've focused more on small cap since these seem to be less battered by news and market sentiment than large and mid-cap shares and more about fundamentals. So my new investment portfolio has four small cap, two mid-cap and two Top-40 stocks at equal weights: CLS Clicks CPI Capitec DCP Dis-Chem DSY Discovery ELI Ellies L4L Long 4 Life PPC PPC Cement SRE Sirius Still not doing great though. My ETFs are doing much better.
  12. SaurusDNA

    Mondi Plc and Ltd

    "plc" stands for "public listed company" which is the British equivalent of our "pty ltd" company. Mondi plc (MNP) is listed on the London stock exchange with a secondary listing in South Africa. Mondi Limited (MND) is listed on the JSE only. The two are basically identical and the dividend payout of the two is identical. However, the dividend yield of MND is slightly higher than MNP because of its marginally cheaper share price. Thus, MND is the better buy of the two. An excellent company, by the way - It's in my top 10 long term investment companies - one of those "hold for life" type companies. Excellent choice, in my opinion.
  13. SaurusDNA

    Netflix vs DSTV (Pricing)

    Netfix is so much better than DSTV, at 10% of the cost! I don't see DSTV surviving another 5 years.
  14. SaurusDNA

    Personal Expense Trimming

    I'm with SA Home Loans. Paying 10.1% at the moment. I tried ABSA and Standard Bank (my own bank) but neither were interested in giving me a home loan since my wife has her own business and is not salaried. FNB refused as well saying they only do home loans for clients. Nedbank and SA Home Loans made me an offer but SA Home loans had the better interest rate, so I went with them.
  15. SaurusDNA

    JSE Stock picks for 2018

    Yes, in fact, the worse the economy gets, the more people drink. Distell should be called a hedge fund! :-)
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