To avoid having to make disclosures of my holdings in every post I present my portfolio below. I hold the following stocks listed on the JSE:
- Accelerate Property Fund (APF)
- ARB Holdings (ARH)
- Aveng Group (AEG)
- Blue Label Telecoms (BLU)
- Balwin Properties (BWN)
- Brait (BAT)
- Bowler Metcalf (BCF)
- Clover Industries (CLR)
- Coronation Fund Managers (CML)
- CSG Holdings (CSG)
- Discovery (DSY)
- Etion (ETO)
- Grand Parade Investments (GPL)
- Grit Real Estate (GTR)
- Indluplace Properties (ILU)
- Master Drilling Group (MDI)
- Metrofile (MFL)
- MTN Group (MTN)
- Nu-World Hldgs (NWL)
- Phumelela Game Leisure (PHM)
- Rolfes Technologies (RLF)
- SATRIX Divi
- Santova Logistics (SNV)
- Stefanutti Stock Holdings (SSK)
- Tongatt Hulett (TON)
- Value (VLE)
- Wescoal Holdings (WHL)
- Woolies (WHL)
- York Timber Holdings (YRK)
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Absolutely love Rolfes! TAS is a love hate relationship at this point.
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Yeah – Don’t know if you saw my post about TAS, they really are a frustration. FBR are still the best in class in this sector.
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Hi Paul, do you not hold any tracker funds other than your divi? What are you currently doing with your tax free allocation?
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The TFSA allocation is all in Satrix Divi. And that is the only tracker fund holding. I despise fees and firmly believe in by-to-hold, hence I believe I am better served with a diversified portfolio of individual shares.
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