| Re: Long term investment portfolio [message #91455] |
Fri, 20 April 2012 15:27   |
|
STX40 made a measly 2.5% over the past 12 months. I would have been in a straight jacket by now if I had performance like that.
Rather go for real shares that have done well over 50% pa over time.
|
|
|
| Re: Long term investment portfolio [message #91460] |
Fri, 20 April 2012 15:38 |
Investor1
Messages: 270
Registered: April 2012 |
Senior Member |
|
|
| orca wrote on Fri, 20 April 2012 15:27 | STX40 made a measly 2.5% over the past 12 months. I would have been in a straight jacket by now if I had performance like that.
Rather go for real shares that have done well over 50% pa over time.
|
be in AVI rather? 
It is what people actually did in the stock market that counted – not what they said they were going to do. - JL
|
|
|
|
|
| Re: Long term investment portfolio [message #91498] |
Fri, 20 April 2012 16:36 |
soutie
Messages: 648
Registered: August 2011 |
Senior Member |
|
|
| Ghettofix wrote on Fri, 20 April 2012 10:50 | would you buy THE BELOW 2 NOW
AMS R500
ANG R262
|
Been reading a lot about SA platinum industry last month or so and I would avoid it unless you want to hold for long term.
Analyst's and industry heads all cautious on the road ahead as nearly all the easy platinum has already been dug up.
New technology coming in next 5yrs or so to counter deeper, lower grade ore bodies.
Only other confirmed easier ore bodies lie next door in Zim.
So there's still more downside to come me thinks.
Europe is about to dominate the headlines for the next couple weeks mild recession and all and all.....
Spain,Italy who ever after anyway I'm rambling again.
LISTEN JUST STAY THE #UCK AWAY FROM PLATINUM ALRIGHT...GEEEZZ!
Good w/end to all.
Cheers.
|
|
|
| Re: Long term investment portfolio [message #91500] |
Fri, 20 April 2012 16:40 |
bulls 
Messages: 1802
Registered: January 2006 |
Senior Member |
|
|
| orca wrote on Fri, 20 April 2012 15:27 | STX40 made a measly 2.5% over the past 12 months. I would have been in a straight jacket by now if I had performance like that.
Rather go for real shares that have done well over 50% pa over time.
|
thats why some ut do very very well and others barely make it.
reason::: choosing the correct sector of stocks.
in the last year indi and findi have by far outperformed resi and gld.
thats why diversification is the key and also knowing what sector to be in.often by the time youve realised what sector has performed its too late.but not always.
having done a market scan 6 months ago would have revealed the sector to be in.
investing all ones money in one share is very risky.while retailers like mpc and shp have been phenomenal over the last 2 years,these are cyclical stocks and once interest rates signal the start of the rise these will be out of favour.
less yada yada more ching ching!!
|
|
|
| Re: Long term investment portfolio [message #91522] |
Fri, 20 April 2012 17:18 |
|
| cheetah wrote on Fri, 20 April 2012 15:40 | Orca, which shares has given 50% over time? And I mean over a 5-10 year period?
|
None, my friend. One cannot go past the 2008 crash. So my best answer will be from 2008.
1. CML. My old favourite. 130% pa average since the crash. My long term investment.
2. AVI. Flavor of the day perhaps. Got this one just to smooth out the wrinkles from CML. Done 60% pa since 2008.
3. PSG. The cherry on top for a while. Done 76% pa since 2008.
And STX40 has still not recovered from the 2008 crash.
|
|
|
| Re: Long term investment portfolio [message #91530] |
Fri, 20 April 2012 17:35 |
|
| gcr wrote on Fri, 20 April 2012 15:49 | Orca - I am not comparing U/T with CML - my statement was that I am invested in CML differently - via U/T's that's all - 1 being via monthly contributions and the other via a living annuity in their Top 20 Fund
Hope that clarifies my position
|
I hear what you are saying, but the term "CML" is used as a JSE stock code name for Coronation Fund Managers Co. as a whole. Meaning that you are invested in the Co. not their individual UT's.
You are invested in a UT that they manage, not in the company which is by far outdoing any of their UT's.
Not that their UT's are inferior. They are one of the best UT managers out. So stick with them for monthly contributions. You will by far outperform STX40.
|
|
|
| Re: Long term investment portfolio [message #91547] |
Fri, 20 April 2012 17:54 |
Moonraker
Messages: 453
Registered: August 2010
Location: George |
Senior Member |
|
|
Add Aspen for long term. Nice SENS today - have a lookhttp://www.sharenet.co.za/v3/sens_display.php?tdate=2012 0420133002&seq=3265
| Quote: | ASPEN ANNOUNCES MULTI-TERRITORY ACQUISITION OF OTC PRODUCTS
Aspen Holdings is pleased to announce that the Aspen Group ("Aspen") has reached
agreement with GlaxoSmithKline plc ("GSK") for the acquisition of a portfolio
of established over-the-counter ("OTC") products ("the products") in selected
territories including South Africa, Australia and Brazil. The deal is valued
at GBP 164 million (ZAR 2.1 billion at ZAR 12.6/GBP).
The deal comprises two transactions ("the transactions"):
* The acquisition by Aspen Holdings of the products sold in the territories
of South Africa, Namibia, Botswana, Swaziland, Lesotho, Zambia and Zimbabwe
for GBP 20 million (ZAR 252 million at ZAR 12.6/GBP) ("the Southern Africa
transaction"); and
* The acquisition by Aspen Global Incorporated, a wholly owned subsidiary of
Aspen Holdings incorporated in Mauritius, of the products sold in the rest
of the world, but excluding the territories of North America and Europe
(which are the subject of separate transactions concluded between GSK and
third parties), for GBP 144million (ZAR 1.8 billion at ZAR 12.6/GBP ("the
Rest of the World transaction").
|
|
|
|
| Re: Long term investment portfolio [message #91548] |
Fri, 20 April 2012 17:57 |
|
| bulls wrote on Fri, 20 April 2012 16:40 | | orca wrote on Fri, 20 April 2012 15:27 | STX40 made a measly 2.5% over the past 12 months. I would have been in a straight jacket by now if I had performance like that.
Rather go for real shares that have done well over 50% pa over time.
|
thats why some ut do very very well and others barely make it.
reason::: choosing the correct sector of stocks.
in the last year indi and findi have by far outperformed resi and gld.
thats why diversification is the key and also knowing what sector to be in.often by the time youve realised what sector has performed its too late.but not always.
having done a market scan 6 months ago would have revealed the sector to be in.
investing all ones money in one share is very risky.while retailers like mpc and shp have been phenomenal over the last 2 years,these are cyclical stocks and once interest rates signal the start of the rise these will be out of favour.
|
This is what I love about CML. They are well diversified and is not a cyclical stock.
I have been living off this stock for 15 months and could have since 2009 after the crash. I have recently added AVI at 30% of my portfolio to it just to smooth it out as it is a Defensive stock. Will have to keep an eye on it though. Should have added PSG to it months ago then I would have a perfect portfolio.
|
|
|
|
|
| Re: Long term investment portfolio [message #91607] |
Fri, 20 April 2012 19:42 |
|
| cheetah wrote on Fri, 20 April 2012 18:03 | How can you say CML is well diversified? They manage stocks on behalf of clients (do not own any company or stock themselves) and their only income stream is fee income. Not cyclical, I beg to differ. Look at 2008/9, came off the same as all the other shares.
|
I agree. They don't own any stocks but the Co represents the stocks they do own in their UT portfolios that are well diversified. Also I agree that their income is from fees. So what's wrong with that? That is their business. Their INCOME.
Their funds under management has increased to R296B so the fees has increased proportionality. This is good? Not so?
More funds = more fees = more for me.
2008 crash did not make as much damage as the TOPI did. Look at the charts.
|
|
|
| Re: Long term investment portfolio [message #91617] |
Fri, 20 April 2012 20:04 |
|
Have you read my thread at "Good Dog Shares"?
I am living off my shares for 15 months now and still have capital growth.
I have researched this forum and asked questions. Researched other websites and read up as much as I could before I retired. Been trading since 2003. Made enough to retire now although I am 56 years old.
So far CML is what I can call my retirement fund. A bit of AVI and I'm good.
My 2c
|
|
|
|
|
| Re: Long term investment portfolio [message #93691] |
Mon, 23 April 2012 11:22 |
|
Difficult question Saints. Maybe this will help.
I have no pension. No property as I love a 'gypsy' life. No kids at home. The only things I have is a flatscreen TV with DSTV, a laptop and a newish car. No accounts except car insurance and a cell phone contract.
When my investment (CML) reached R800K, I sold my business and added R200K to it. That was 15 months ago and have been
withdrawing R30K pm ever since and to date it has grown to R1.275M
After about 40% tax pm, I can say that we live comfortably. So much so that we are going to live in the UK for at least 2 years.
|
|
|
|
| Re: Long term investment portfolio [message #93704] |
Mon, 23 April 2012 11:52 |
|
|
Saints. Don't let that 40% tax put you off. This should be much less as I did not deduct any rebates. I am also moving R100K's worth of shares over to my wife's account as SARS allows this once a year. Will do so next year as well. My aim is that we withdraw R15K each pm. This will bring the tax down substantialy.
|
|
|
| Re: Long term investment portfolio [message #93715] |
Mon, 23 April 2012 12:08 |
jaDEB
Messages: 2720
Registered: February 2006
Location: Boksburg |
Senior Member |
|
|
jaDEB
I got my heebie-jeebies in a hidden bag
Oasis
|
|
|
Search
Help
Register
Login
Home
E-mail to friend 
