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who is holding what

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who is holding what

I have 7 stocks in my long term portfolio. BSR, BTI, Calgro, Redefine, Metair, Rolfes, Aspen & Kumba. My star performers are BTI and Rolfes. I might be looking to offload my Redefine and reassess my listed property portfolio, but otherwise, I am happy. My big problem right now, is how do I add to the portfolio, as I am not getting opportunities to buy more in any of them
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Super Contributor

Re:who is holding what

NPN on this last dip? SBK target of R450.00. fwiw.
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Re:who is holding what

Richemont, Distell, Famous Brands, GrowthPoint,
ISA, JSE, MTN, SASFIN, SASOL, Lewis

Love the management in these companies.
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Super Contributor

Re:who is holding what

I hold a bit more than 7, but some have been unbundled and I havent sold. Biggest holdings are BTI, SOL, SPP, CCL, REM, DST, CVI, ISA and some PSG. I have some ATN which I have held for a bit and am probably going to sell. I have also just bought an extra amount of COH. A touch diworsified I know.
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Contributor

Re:who is holding what

BIL, CML, FSR, GLD, KIO, MPC, SAC, Satrix. Star performers this year CML, GLD and MPC. Dogs this year BIL and Satrix. Just bought SHP but too early to tell. My portofolio done 11.5% (Including dividends) as opposed to last year's 25% so a bit of a slow year.
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Contributor

Re:who is holding what

AGL, BTI, WHL, CFR APN, SAB, REM, PSG, NTC WOOLIES ,CFR and BTI was my best shares Just bought PGL and ASR Theres little joy in PSG and NTC but i still think they're keepers
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Super Contributor

Re:who is holding what

wow! no platinum.
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Contributor

Re:who is holding what

CFR,CML,HAR,KIO,SHP,GLD,SOL,REI,REM all doing well for me so far this year - 14,5%. DOGS (braks') from last year ESOR and PGL. Bought during a learning curve and at the wrong time. maybe the kids will gain from them after i relocate to the big JSE in the sky.
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Super Contributor

Re:who is holding what

My top seven holdings in order of value SOL,BTI,MMI,ABL BIL,GND & AMS. Last two have been dissapointing but I'm in for the long haul with them.With maize price moving to new highs in Oct, sold RBW (@1650 now 1540, a share I've held for a touch over 11 years) and jumped into ABL @3170 now knocking on 3600.Nice to be on the right side of a buy and sell for a change.Last time I sold a share was Oct 2007.
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Occasional Contributor

Re:who is holding what

good portfolio but where are your mobile telecom's they're a must
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Super Contributor

Re:who is holding what

current holdings; BATS, BHPBill, Capitec, Cityldg, ELB Group, Fambrands, ISA Holdings, Kumba, MTN Group, OldMutual, PropxSAPY, Sasol, Satrix 40, SatrixDiv, SatrixRAFI, Shoprit, Stanbank, Stefstock & Woolies
Simon
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Super Contributor

Re:who is holding what

ABL,CLR,SOL,ARL,RLO,FBR,DTC,FSRP,SPG,ADW, Rocking the SOL and SPG.
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Super Contributor

Re:who is holding what

ANG, GFI, GBG, SOL, UUU, Silver and Oil ETN, GLD
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Regular Contributor

Re:who is holding what

MTN , SOL , CPI , PSG , JSE , EXX , NPN , VOD , GBG , MRF ,
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