A year ago I set out to invest my Capitec Live Better savings with @EasyEquities – here is a R50.00 gift to do the same – easy and painless and frankly, KINDA FUN – https://bit.ly/3Hah4OE & get R50 Ts&Cs apply.
So far my portfolio has performed as follows:
- SA Stocks – UP 9.21%
- USA Stocks: DOWN 0.28%
Not a bad return when compared to Capitec’s best interest rate on offer of 8.85% IF you tie your money up for 60 months.
Distribution:
- 83% of my portfolio is in SA Stocks
- 17% of my portfolio is in USA Stocks
Greatest Movers:
- Tiger Brands: UP 31.35%
- Blue Label Telecoms: UP 28.73%
- Adtech Group: UP 26.12%
Greatest Disappointments:
- RMH Property: DOWN 28.39%
- Merafe Resources: DOWN 15.59%
- Old Mutual: DOWN 2.15%
My investment philosophy:
- Buy for the long term
- Buy established, long term stocks
- Buy in industries with many consumers
- Look for the staples – Food, Drink, Housing, Communication, Finance
- Don’t Panic
- Don’t buy in a trending market
- Pepper portfolio with monthly dividend stocks
- Re-invest ALL dividends
Examples of monthly dividend stocks:
- USA – Realty Income Corp is currently paying a dividend of around 0.45% on stock holding per month
- SA – Prescient Income Provider Feeder AMETF is currently paying a dividend of around 0.55% on stock holding per month
