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TFSA Stock accounts


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#1 keith

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Posted 11 August 2017 - 02:09 PM

Thanks Keith, good read! Do you have the full list of stock the AWSM fund currently consist of? I see on the fact sheet there is total of 19

 

Yes, there is a list, but if you are investing for the long-term, then the list is less important than the methodology. The stocks will change over time, as will their weightings, but the methodology will not.

 

Read here for the methodology: http://smallcaps.co....small-cap-fund/

 

Kind regards

Keith


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#2 Goliath

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Posted 11 August 2017 - 01:46 PM

TFSA's are not allowed to hold shares directly. ETFs may work, but they are limited to indices. If you are looking for direct share investments, probably the best you can do is invest your TFSA into a Fund that actively manages these.

 

Thus, in a blatant act of self-promotion, can I suggest my Small Cap Fund as a TFSA solution? See the argument for it over here: http://smallcaps.co....unding-in-tfsa/

 

Kind regards

Keith

 

Thanks Keith, good read! Do you have the full list of stock the AWSM fund currently consist of? I see on the fact sheet there is total of 19


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#3 Guest_PlatinumWealth.co.za_*

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Posted 11 August 2017 - 11:49 AM

TFSA's are not allowed to hold shares directly. ETFs may work, but they are limited to indices. If you are looking for direct share investments, probably the best you can do is invest your TFSA into a Fund that actively manages these.

 

Thus, in a blatant act of self-promotion, can I suggest my Small Cap Fund as a TFSA solution? See the argument for it over here: http://smallcaps.co....unding-in-tfsa/

 

Kind regards

Keith

Great read!

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#4 keith

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Posted 11 August 2017 - 11:32 AM

TFSA's are not allowed to hold shares directly. ETFs may work, but they are limited to indices. If you are looking for direct share investments, probably the best you can do is invest your TFSA into a Fund that actively manages these.

 

Thus, in a blatant act of self-promotion, can I suggest my Small Cap Fund as a TFSA solution? See the argument for it over here: http://smallcaps.co....unding-in-tfsa/

 

Kind regards

Keith


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www.smallcaps.co.za

#5 Goliath

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Posted 11 August 2017 - 08:12 AM

You cannot buy shares in a TFSA only approved ETFs

 

Was hoping this was not the case.. bugger!


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#6 Guest_PlatinumWealth.co.za_*

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Posted 10 August 2017 - 08:02 PM

You cannot buy shares in a TFSA only approved ETFs


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#7 Goliath

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Posted 10 August 2017 - 03:59 PM

Looking to get back into stocks.. anyone know of an entity (like Absa etc) which lets you open an TFSA account in which you can purchase any shares..? Can't seem to find one, all only allow you to buy certain ETF's etc.. thanks in advance!


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