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)
- Blue Label Telecoms (BLU)
- Balwin Properties (BWN)
- Bowler Metcalf (BCF)
- CSG Holdings (CSG)
- Grit Real Estate (GTR)
- Hosken Consolidated Investments (HCI)
- Indluplace Properties (ILU)
- Master Drilling Group (MDI)
- Metrofile (MFL)
- MTN Group (MTN)
- Nu-World Hldgs (NWL)
- Phumelela Game Leisure (PHM)
- SATRIX Divi
- Santova Logistics (SNV)
- Stefanutti Stock Holdings (SSK)
- Value (VLE)
- Wescoal Holdings (WHL)
- York Timber Holdings (YRK)
- Zeder (ZED)
Pingback: Paul Kluge | Business Musings
Absolutely love Rolfes! TAS is a love hate relationship at this point.
LikeLike
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.
LikeLiked by 1 person
Hi Paul, do you not hold any tracker funds other than your divi? What are you currently doing with your tax free allocation?
LikeLike
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.
LikeLike
Pingback: L4L – Do I stay long in Long for Life? | Business Musings
Pingback: GML – A gemstone at bargain prices | Business Musings