My Portfolio

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)


5 thoughts on “My Portfolio

  1. Pingback: Paul Kluge | Business Musings

    • 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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