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JSE Power Hour Build a portfolio from Scratch

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  1. JSE Power HourBuild a portfolio from Scratch Simon Brown SimonBrown.co.za @SimonPB 14th August 2013

  2. 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.

  3. Creative Commons Licence http://creativecommons.org/licenses/by-nc-nd/3.0/

  4. twitter.com/JustOneLaptwitter.com/SimonPBfacebook.com/JustOneLaptwitter.com/JustOneLaptwitter.com/SimonPBfacebook.com/JustOneLap

  5. Simon Brownwww.JustOneLap.com www.SimonBrown.co.za

  6. What • Satellite / core • ETFs • Costs • Small amounts • Stocks • Value / blue chips / mid cap / small cap

  7. Strategy • Long term portfolio • Decades • Capital appreciation • Beating Top40 • Cost aware • Monthly and lump sum

  8. Satellite / core Exchange Traded Funds (ETFs)

  9. Core • Core portfolio of Exchange Traded Funds (ETFs) • 50% - 95% of portfolio • 50% = higher risk • 95% = lower risk

  10. Core • Gives you market return / security • Start building this part of the portfolio first • Monthly debits / lump sum

  11. Size matters • Easy to start a portfolio with lots of money • Hard with small capital

  12. 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

  13. Size matters • Example • R1,000 per month (50 / 50 split) • Every month • R500 into ETF • Save R500 • After a year invest R6k into satellite

  14. 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

  15. 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%

  16. Core - which? • RMBINF (Gov CPI linked bonds) • 0% - 15% • PREFEX (Preference shares) • 0% - 15% • NGPLT (Platinum) • 0% - 15%

  17. Core - high • BBET40 50% • PTXTEN 12.5% • RMBMID 12.5% • DBXUS / DBXEU 5% each • RMBINF 10% • NGPLT 5%

  18. Satellite - which? • Strategy? • Growth • Value • Income • Small / mid

  19. Satellite - which? • Be selective • Buy at right price (cheap) • An hold • Basic fundamentals • PE / DY / NAV / Cash • Winning stocks • In winning sectors

  20. Satellite - which? • Fundamental charts • Video at http://jol.to/?9K • Data points at financial year end

  21. Satellite - which? • Shoprite (great company, but)

  22. Satellite - which? • Sasol (great company, and)

  23. Satellite - which? • MTN (great company, but / and)

  24. Satellite - which? • City Lodge (great company, ???)

  25. Satellite - which? • Be selective • Small / mid • Taste • Calgo M3 • Adapt IT • Accentuate

  26. Selling? • Core ETFs • HOLD • S atallite • Watch key reason for buying

  27. 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.

  28. 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

  29. ? @SimonPB Facebook.com/JustOneLap info@justonelap.com @JustOneLap

  30. 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.

  31. Creative Commons Licence http://creativecommons.org/licenses/by-nc-nd/3.0/

  32. JSE Power HourBuild a portfolio from Scratch Simon Brown SimonBrown.co.za @SimonPB 14th August 2013