A system's not a system until there are entries and exits with a trading history of profits actually achieved imo - but sure, lets hear yours! I like stealing a few ideas from other people's systems to improve my own silly system.
It follows the strategy of a book "Little Book that beats the Markets" by Greenblatt that was punted on Simon's show. It's a long term investment strategy that ranks shares by EY and ROCE and then you are free to pick the top x and hold for a year. Last year when I quoted how well this strategy bactests on the JSE, Simon made sounds in the back of his throat and said something about "does it come with milk cookies". Well, you are free to swallow or toss them cookies, Simon. Oh yes, my 49% excludes the dividend payouts I have received so far as well.
As SBSA does not allow for us to have multiple portfolio's I have other shares in my SBSA portfolio as well not purchased according to the formula that has done average to say the least, like Sasol. But it was the MF picks that shined.
Yeah very funny Simon. I bought the top 2 companies on the list, Kumba and Assore, so a couple more included might have given me an average lower return. I'll go check tonight what the top 5 would have averaged. Assore is still one of the most cash generative companies today if compared to capital employed.
@ Vitorc - I split my portfolio very easily - just e-mail SFM and let them know which shares you want to transfer, if any, and they will move the holdings across at no cost. They will also move them back to original account as well.