Long term portfolio.

Div is certainly diminishing:

 

Interim 1326.85   18 Aug 2014

Final     1694.9    17 Mar 2014

Interim 1708.5     19 Aug 2013

Final    1062.64   18 Mar 2013

Interim 1639.46   20 Aug 2012

Final     2250       19 Mar 2012

 

Not so sure that will be the case...Anglo use this as their cash cow so expect similar me thinks.....

Edited by M e r l i n, 11 September 2014 - 06:44 PM.

Speaking of Kumba, the div is also diminishing each time - so something to consider losing as the div shall become increasing unattractive.

Not so sure that will be the case...Anglo use this as their cash cow so expect similar me thinks.....

Speaking of Kumba, the div is also diminishing each time - so something to consider losing as the div shall become increasing unattractive.

 

Think that might change Merlin - but yes, it is in there for a good and safe dividend. I have pretty much retired at 40 - and let me quickly add, it's not because I have a hell of a lot of money, it's more because I seem to spend very little and am happy living this way. It did mean though, that I needed some very good dividend payers to offset some of the other plays. I am hoping that when the overall dividend rate increases I can get out of some of the local REITS - arrowhead/SAC and fortress.

 

And cheers gamma - stuffed up on a few - just badly timed really on Tru / Imperial / Trencor - and probably should have listened to myself and avoided resources - but Kumba's dividend is just too tempting. 

Great results by Aspen. Exceeding all analysts' expectations.

What a great South African company.

 

Excellent acquisitions made in the year.

22% growth ytd. (270% in the last 3 years!)

Wide international diversification. (150 countries!)

The future prospects section of the results also make for great reading.

 

To me APN is a must-have in any LT portfolio.

 

 

 

*yes i own it...

 

100% agree. I still kick myself for getting in so late but hey, better late than never!

Let's hope the f.....lipping Unions do not strike for 12500.00 as well 

Great results by Aspen. Exceeding all analysts' expectations.

What a great South African company.

 

Excellent acquisitions made in the year.

22% growth ytd. (270% in the last 3 years!)

Wide international diversification. (150 countries!)

The future prospects section of the results also make for great reading.

 

To me APN is a must-have in any LT portfolio.

 

 

 

*yes i own it...

Think that might change Merlin - but yes, it is in there for a good and safe dividend. I have pretty much retired at 40 - and let me quickly add, it's not because I have a hell of a lot of money, it's more because I seem to spend very little and am happy living this way. It did mean though, that I needed some very good dividend payers to offset some of the other plays. I am hoping that when the overall dividend rate increases I can get out of some of the local REITS - arrowhead/SAC and fortress.

 

And cheers gamma - stuffed up on a few - just badly timed really on Tru / Imperial / Trencor - and probably should have listened to myself and avoided resources - but Kumba's dividend is just too tempting. 

a comment on your SA Corp (I call it the Pork), I got rid of a substantial stash of these because of one fatal flaw - there is no growth in their div, they have paid out a solid div twice a year for yonks but uncontaminated by any increase whatsoever - lose the losers

 

Share Profit (Loss) (%) % of Equities ARB 14.29 0.79% A V I 5.51 5.20% ARROW A -1.73 3.85% BATS 31.06 2.50% CLIENTELE 7.75 0.43% CORONAT 42.68 10.74% CAPITEC 25.93 3.47% FORTRESSA 10.76 1.51% GRANPRADE 39.23 1.89% GROWPNT 9.44 3.14% HYPROP 10.96 5.69% IMPERIAL -13.33 2.43% INTUPLC 11.51 3.51% KUMBA -19.29 2.20% MMI HLDGS 30.51 2.06% MR PRICE 30.77 7.83% MTN GROUP 18.52 6.49% NAMPAK 17.52 2.83% PERGRIN 16.78 2.44% REDEFINE 4.66 2.86% RMIH 13.76 3.11% ROCKCASTLE 10 3.61% RI PLC 19.34 6.91% SA CORP 9.57 2.81% SANLAM 9.44 2.20% SPURCORP -4.58 2.60% TRENCOR -9.96 1.15% TRUWTHS -9.06 1.83% VODACOM 8.02 3.64%

 

Not a portfolio that everyone will like - especially with all the REITS. Have tried to add a few solid growth companies as well. I am living off the dividends - but not touching capital. Would be more than happy if the capital doubled every 5 years - so 15% without dividends, bit unrealistic, but aim for the stars and all that. Eventually would like to reinvest some of the dividends - but as long as dividends outpace inflation I am happy.

 

My portfolio

 

ADI    + 49.5%

APN   + 22.7

AVL    - 1.7%

DBXUS  + 47.6%

FSR   +97.8%

MTA   + 14.2%

MTN   + 46.3%

OML   + 0.6%

OMN  + 40.3%

SOL   + 32.9%

This is my 10bagger.

Halfway there.....

Got some today @ R7.00; shares, not CFD's. Hope to reap the fruits in 5 - 10 years' time, tenfold!

Share Profit (Loss) (%) % of Equities ARB 14.29 0.79% A V I 5.51 5.20% ARROW A -1.73 3.85% BATS 31.06 2.50% CLIENTELE 7.75 0.43% CORONAT 42.68 10.74% CAPITEC 25.93 3.47% FORTRESSA 10.76 1.51% GRANPRADE 39.23 1.89% GROWPNT 9.44 3.14% HYPROP 10.96 5.69% IMPERIAL -13.33 2.43% INTUPLC 11.51 3.51% KUMBA -19.29 2.20% MMI HLDGS 30.51 2.06% MR PRICE 30.77 7.83% MTN GROUP 18.52 6.49% NAMPAK 17.52 2.83% PERGRIN 16.78 2.44% REDEFINE 4.66 2.86% RMIH 13.76 3.11% ROCKCASTLE 10 3.61% RI PLC 19.34 6.91% SA CORP 9.57 2.81% SANLAM 9.44 2.20% SPURCORP -4.58 2.60% TRENCOR -9.96 1.15% TRUWTHS -9.06 1.83% VODACOM 8.02 3.64%

 

Not a portfolio that everyone will like - especially with all the REITS. Have tried to add a few solid growth companies as well. I am living off the dividends - but not touching capital. Would be more than happy if the capital doubled every 5 years - so 15% without dividends, bit unrealistic, but aim for the stars and all that. Eventually would like to reinvest some of the dividends - but as long as dividends outpace inflation I am happy.

 

 

Seems like a good portfolio for your needs Mr D.

 

You've got some growth mixed in with income.

CML- 72% of portfolio. Gain- 587%
MTA- 22% of portfolio. Gain- 43%
OMN- 3% of portfolio. Gain- 13%
ADI- 3% of portfolio. Gain- 3%
PNC- 0% of portfolio. Loss- 38%

Swopped PNC for ADI recently.

Share Profit (Loss) (%) % of Equities ARB 14.29 0.79% A V I 5.51 5.20% ARROW A -1.73 3.85% BATS 31.06 2.50% CLIENTELE 7.75 0.43% CORONAT 42.68 10.74% CAPITEC 25.93 3.47% FORTRESSA 10.76 1.51% GRANPRADE 39.23 1.89% GROWPNT 9.44 3.14% HYPROP 10.96 5.69% IMPERIAL -13.33 2.43% INTUPLC 11.51 3.51% KUMBA -19.29 2.20% MMI HLDGS 30.51 2.06% MR PRICE 30.77 7.83% MTN GROUP 18.52 6.49% NAMPAK 17.52 2.83% PERGRIN 16.78 2.44% REDEFINE 4.66 2.86% RMIH 13.76 3.11% ROCKCASTLE 10 3.61% RI PLC 19.34 6.91% SA CORP 9.57 2.81% SANLAM 9.44 2.20% SPURCORP -4.58 2.60% TRENCOR -9.96 1.15% TRUWTHS -9.06 1.83% VODACOM 8.02 3.64%

 

Not a portfolio that everyone will like - especially with all the REITS. Have tried to add a few solid growth companies as well. I am living off the dividends - but not touching capital. Would be more than happy if the capital doubled every 5 years - so 15% without dividends, bit unrealistic, but aim for the stars and all that. Eventually would like to reinvest some of the dividends - but as long as dividends outpace inflation I am happy.

From a technical perspective PSG looks a buy. 

From a fundamental perspective the removal of drag from Capitec should further underpin. 

Adding to my pos

Added Adapt IT (ADI) at R6.99 to my portfolio as the new acquisition warranties good returns for the next 2 years. They are well diversified now to make a great comeback after the recent downturn.

 

This is my 10bagger.

Halfway there.....

Here is the chart.

Added Adapt IT (ADI) at R6.99 to my portfolio as the new acquisition warranties good returns for the next 2 years. They are well diversified now to make a great comeback after the recent downturn.

Bought PNC at 1360c. 

 

Currently have:

 

PNC

RSG

VIL

 

 

Hopefully we will see a pickup in FBR through end of year!

Yep, results will tell.

I'm expecting it within the next month or 2.

Hopefully Mr Biggs added nicely without hurting the bottom line too much.

Good show.

I'm sitting at 8% up YTD - mainly due to non performance of FBR and MTA thus far this year (which is 40% of my portfolio)

 

Hopefully we will see a pickup in FBR through end of year!