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JSE Power Hour Build a portfolio from Scratch Simon Brown SimonBrown.co.za @SimonPB 14 th August 2013
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Disclaimer The information and opinions stated in this presentation/document/video/webinar are of a general nature, have been prepared solely for information purposes and do not constitute any advice or recommendation to conclude any transaction or enter into any agreement. It is strongly recommended that every recipient seek appropriate professional advice before acting on any information contained herein. Whilst every care has been taken in preparing this document, no representation, warranty or undertaking, express or implied, is given as to the accuracy or completeness of the information or representations. All information contained herein is subject to change after publication at any time without notice. The past performance of any investment product is not an indication of future performance.
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Creative Commons Licence http://creativecommons.org/licenses/by-nc-nd/3.0/
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twitter.com/JustOneLap twitter.com/SimonPB facebook.com/JustOneLap
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Simon Brown www.JustOneLap.com www.SimonBrown.co.za
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What Satellite / core ETFs Costs Small amounts Stocks Value / blue chips / mid cap / small cap
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Strategy Long term portfolio Decades Capital appreciation Beating Top40 Cost aware Monthly and lump sum
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Satellite / core Exchange Traded Funds (ETFs)
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Core Core portfolio of Exchange Traded Funds (ETFs) 50% - 95% of portfolio 50% = higher risk 95% = lower risk
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Core Gives you market return / security Start building this part of the portfolio first Monthly debits / lump sum
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Size matters Easy to start a portfolio with lots of money Hard with small capital
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Size matters Start buying ETFs Monthly or lump sum When you hit R10k (or more) Start with satellite Only buy satellite +R5k +R10k better (costs) When portfolio split right Back to ETFs
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Size matters Example R1,000 per month (50 / 50 split) Every month R500 into ETF Save R500 After a year invest R6k into satellite
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Size matters Example R1,000 per month (80 / 20 split) Every month R800 into ETF Save R200 After 2 years invest R4.8k (+interest) into satellite
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Core - which? BBET40 (Top40 equal weighted) 50% - 100% PTXTEN (10 Prop equal weighted) 10% - 20% RMBMID (MidCap index) 10% - 20% DBXUS / DBXEU (international) 10% - 20%
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Core - which? RMBINF (Gov CPI linked bonds) 0% - 15% PREFEX (Preference shares) 0% - 15% NGPLT (Platinum) 0% - 15%
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Core - high BBET40 50% PTXTEN 12.5% RMBMID 12.5% DBXUS / DBXEU 5% each RMBINF 10% NGPLT 5%
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Satellite - which? Strategy? Growth Value Income Small / mid
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Satellite - which? Be selective Buy at right price (cheap) An hold Basic fundamentals PE / DY / NAV / Cash Winning stocks In winning sectors
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Satellite - which? Fundamental charts Video at http://jol.to/?9K Data points at financial year end
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Satellite - which? Shoprite (great company, but)
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Satellite - which? Sasol (great company, and)
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Satellite - which? MTN (great company, but / and)
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Satellite - which? City Lodge (great company, ???)
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Satellite - which? Be selective Small / mid Taste Calgo M3 Adapt IT Accentuate
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Selling? Core ETFs HOLD Satallite Watch key reason for buying
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Satellite - which? My portfolio www.SimonBrown.co.za BATS, BHPBill, BGreen, BBET40, Calgro M3, Capitec, Cityldg, Clover, Fambrands, MTN, OldMutual, PTXSPY, PTXTEN, RMBMID, Sasol, STX40, STXDiv, STXRAFI, Shoprit, Stanbank & Woolies.
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Re cap Keep it simple Process not an event It will take time Decide risk levels Decide overall strategy Decide which ETFs Decide which stocks
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? @SimonPB Facebook.com/JustOneLap info@justonelap.com @JustOneLap
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Disclaimer The information and opinions stated in this presentation/document/video/webinar are of a general nature, have been prepared solely for information purposes and do not constitute any advice or recommendation to conclude any transaction or enter into any agreement. It is strongly recommended that every recipient seek appropriate professional advice before acting on any information contained herein. Whilst every care has been taken in preparing this document, no representation, warranty or undertaking, express or implied, is given as to the accuracy or completeness of the information or representations. All information contained herein is subject to change after publication at any time without notice. The past performance of any investment product is not an indication of future performance.
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Creative Commons Licence http://creativecommons.org/licenses/by-nc-nd/3.0/
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JSE Power Hour Build a portfolio from Scratch Simon Brown SimonBrown.co.za @SimonPB 14 th August 2013
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