561 replies to this topic

[Bread]

Cash - 100%

 

Waiting now for the correction which should be about 10% at least and should occur anytime from now until the end of November.

[Bread]

My portfolio:

 

NPK = 98.23%

Cash = 1.77%

 

Have fallen into the trap of going all out, it's all or nothing from now on!

Almost 4% in 1 month. I reckon that's not too shabby.

[AJS]

I agree with Mr D. If you on this site you know more than 99% of people out there. And that doesn't mean you need to know much to know more! But still, making your own decisions is far more empowering than handing your cash over to a fund manager. 

Buy what you can and slowly build up. Most large investors started out as small ones..

 

You do need a balanced portfolio though because guaranteed some of your calls will be wrong. The trick is to have more rights and let them run over the long term.

 

Thanks G!

[AJS]

AJS. 952% in last 4 weeks.

 

If only I had the time to actively trade these days. One of the reasons I am moving to a more passive/long term approach!

[gamma]

Howzit guys

 

A novice question from my side....

 

I haven't been investing at all - I've been trading equity CFDs and I have some other broking accounts as well.  I would like to start investing for the long run but I do not have heaps of capital to invest really.

 

My question is thus: Do I start small by buying 10 - 100 of something like a SOL, BAT etc etc. and build up diversified portfolio (although so small) or do I start by rather investing in unit trusts/funds? I know all about costs involved and the difference between the two etc. , I am more just between two minds. On the one hand I do not want to buy shares if I am only going to own 10 - 50 of something in order to have a diversified portfolio (50 SOL, 10 BAT... one in each sector at least) but I do want to start investing. Put money into something proper and forget about it. It is just that unit trusts/funds offer more scale when you do no have that much to invest. 

 

Thanks in advance,

 

I agree with Mr D. If you on this site you know more than 99% of people out there. And that doesn't mean you need to know much to know more! But still, making your own decisions is far more empowering than handing your cash over to a fund manager. 

Buy what you can and slowly build up. Most large investors started out as small ones..

 

You do need a balanced portfolio though because guaranteed some of your calls will be wrong. The trick is to have more rights and let them run over the long term.

[Bits]

Hi all.. my portfolio, slowly accumulated over 3 years.. not trading.

 

I post it as my example of a Rookie at work, with no real theme & certain that he can pick stocks. (He can't..) In next life I will buy the index.

 

Recently exited BAW, CPI, CBH, DSY, IPL, JSE, KIO, YRK

 

Cash 2.4

ANG 2.1

BSR 1.4

DMC 4.7

DRD 0.2 (finger slip)

GFI 6.3

HLM 0.9

IVT 2.4

MIX 13.5

MTN 2.5

MST 1.0

NGPLT 4.3

OML 1.3

PGL 3.0

PET 5.1

PNC 4.7 (Was 15.. mega schoolfees)

RPL 2.1

SOL 14.1

SGL 2.1

SHF 11.0

TWR 2.0

TRE 3.7

VOD 8.6

WNH 0.4 (everyone needs a dog)

 

It's been enlightening following all your posts.. Happy trading.

 

[Plasma]

My 10c on the matter.

I would definitely go the share route for a simple reason. It's WAY more fun and that means you will invest more.These days buying a share gives me more pleasure than many other purchases - especially in a rising market.

Do not worry about the size of your trades - it's all about percentages. But ja, for long term I think R5K per trade is about minimum. But whether it is 10 of one or 1000 of another - makes no difference beside 1000 sounds a hell of a lot nicer!

Thanks - appreciate the 10c For me it is of more value than just 10c though!

I will do the math and see what I can put together if I want to construct a "balanced/diversified" portfolio from the word go and how much I can afford on each holding.

AJS. 952% in last 4 weeks.

[AJS]

My 10c on the matter.

 

I would definitely go the share route for a simple reason. It's WAY more fun and that means you will invest more.These days buying a share gives me more pleasure than many other purchases - especially in a rising market.

 

Do not worry about the size of your trades - it's all about percentages. But ja, for long term I think R5K per trade is about minimum. But whether it is 10 of one or 1000 of another - makes no difference beside 1000 sounds a hell of a lot nicer!

 

Thanks - appreciate the 10c For me it is of more value than just 10c though!

 

I will do the math and see what I can put together if I want to construct a "balanced/diversified" portfolio from the word go and how much I can afford on each holding.

[MrDividend]

Howzit guys

 

A novice question from my side....

 

I haven't been investing at all - I've been trading equity CFDs and I have some other broking accounts as well.  I would like to start investing for the long run but I do not have heaps of capital to invest really.

 

My question is thus: Do I start small by buying 10 - 100 of something like a SOL, BAT etc etc. and build up diversified portfolio (although so small) or do I start by rather investing in unit trusts/funds? I know all about costs involved and the difference between the two etc. , I am more just between two minds. On the one hand I do not want to buy shares if I am only going to own 10 - 50 of something in order to have a diversified portfolio (50 SOL, 10 BAT... one in each sector at least) but I do want to start investing. Put money into something proper and forget about it. It is just that unit trusts/funds offer more scale when you do no have that much to invest. 

 

Thanks in advance,

 

My 10c on the matter.

 

I would definitely go the share route for a simple reason. It's WAY more fun and that means you will invest more.These days buying a share gives me more pleasure than many other purchases - especially in a rising market.

 

Do not worry about the size of your trades - it's all about percentages. But ja, for long term I think R5K per trade is about minimum. But whether it is 10 of one or 1000 of another - makes no difference beside 1000 sounds a hell of a lot nicer!

[AJS]

Thanks guys, appreciated! 

[soutie]

Hey AJS 

I have unit trusts set up for my kids to receive when they reach X age. To avoid me thinking I'm the better fund manager it's a direct debit set up that I leave alone.

Works well for me plus you can analyze what the big boys do per 1/4 

Agree with you that you could generate more via CFD's than buy 50 BTI or 100 NPN. 

My 2c

[Aragorn]

Howzit guys

 

A novice question from my side....

 

I haven't been investing at all - I've been trading equity CFDs and I have some other broking accounts as well.  I would like to start investing for the long run but I do not have heaps of capital to invest really.

 

My question is thus: Do I start small by buying 10 - 100 of something like a SOL, BAT etc etc. and build up diversified portfolio (although so small) or do I start by rather investing in unit trusts/funds? I know all about costs involved and the difference between the two etc. , I am more just between two minds. On the one hand I do not want to buy shares if I am only going to own 10 - 50 of something in order to have a diversified portfolio (50 SOL, 10 BAT... one in each sector at least) but I do want to start investing. Put money into something proper and forget about it. It is just that unit trusts/funds offer more scale when you do no have that much to invest. 

 

Thanks in advance,

Hi AJS

Perhaps consider investing in various ETF's initially?

That way you will start off with a spread of investments before looking into specific shares.

[AJS]

Howzit guys

 

A novice question from my side....

 

I haven't been investing at all - I've been trading equity CFDs and I have some other broking accounts as well.  I would like to start investing for the long run but I do not have heaps of capital to invest really.

 

My question is thus: Do I start small by buying 10 - 100 of something like a SOL, BAT etc etc. and build up diversified portfolio (although so small) or do I start by rather investing in unit trusts/funds? I know all about costs involved and the difference between the two etc. , I am more just between two minds. On the one hand I do not want to buy shares if I am only going to own 10 - 50 of something in order to have a diversified portfolio (50 SOL, 10 BAT... one in each sector at least) but I do want to start investing. Put money into something proper and forget about it. It is just that unit trusts/funds offer more scale when you do no have that much to invest. 

 

Thanks in advance,

 

 

[joker247]

Great. Glad that call worked out and good thing you didn't listen to me on Ellies instead!

 

Be careful though. 40% is heavy (says the guy who still has 30% CML). I'm pretty confident that in 10 years CML will be worth far more than it is today but earnings are lumpy and if you have a 2-5 year view it's difficult to say where it will be. my 2c

Thanks Gamma. I almost bought Ellies last year but just saw it going down and never coming back up. I agree 40% is quite heavy at the moment on CML but like I said my portfolio is a work in progress so I will be adding bits of other shares as I go along to balance it out. Starting today I will follow your lead and add some Aspen. Been waiting for this one to dip for a long time but it rarely happens.

[gamma]

Hi Guys Im very new to share investing. Been reading this forum for about a year now. Here is my portfolio so far.

I have been adding shares over the last year as I got more money so its not yet complete. Just added Hulamin a few days ago. It is up 26% over the last 15 months. I would like to add some more Mr price soon as well as Aspen, Sasol, FNB,Vodacom, Mondi,BATS and SAB over the next few months. I had this money sitting in a bank account earning 5.5% so im happy so far. Thanks Gamma for CML I bought purely based on your thread. It has been the star so far only to be overtaken by MPC recently. Your thoughs would be appreciated.

 

Coronation 40%

Mr Price

10%

Woolies

20%

EOH

20%

Hulamin

20%

 

 

Great. Glad that call worked out and good thing you didn't listen to me on Ellies instead!

 

Be careful though. 40% is heavy (says the guy who still has 30% CML). I'm pretty confident that in 10 years CML will be worth far more than it is today but earnings are lumpy and if you have a 2-5 year view it's difficult to say where it will be. my 2c

[ZiggyM]

11.95% WHL (retail, large)

11.46% Liberty (insurance, mid-large)

13.85% FSR (banking, large)

11.93% MTN (TMT, large)

12.84% Bidvest (industrial, large)

12.06% APN (pharma, large)

11.65% EOH (ICT, mid)

13.54% Poynting (industrial, small)

0.71% Cash

 

Looking to add more small & mid caps. Will settle at about 12-15 stocks and hold for a while. 

 

Keeping an eye on:

 

Metair, Howden, Value, Sentula, Holdsport as contrarian picks. 

 

Considering Santova & Torre as small caps.

 

Feel like Brait & Curro are overvalued by love these companies. 

[joker247]

Thanks Fleetstroke1 for pointing it out. My apologies here are the correct weightings.

 

Coronation 36.36%

Mr Price

9.0%

Woolies

18.18%

EOH

18.18%

Hulamin

18.18%

[Fleetstroke1]

Hi Guys Im very new to share investing. Been reading this forum for about a year now. Here is my portfolio so far.

I have been adding shares over the last year as I got more money so its not yet complete. Just added Hulamin a few days ago. It is up 26% over the last 15 months. I would like to add some more Mr price soon as well as Aspen, Sasol, FNB,Vodacom, Mondi,BATS and SAB over the next few months. I had this money sitting in a bank account earning 5.5% so im happy so far. Thanks Gamma for CML I bought purely based on your thread. It has been the star so far only to be overtaken by MPC recently. Your thoughs would be appreciated.

 

Coronation 40%

Mr Price

10%

Woolies

20%

EOH

20%

Hulamin

20%

Your weighting does not add up it is 110% in total, where have you overstated?