My current Portfolio 2023
2022 Has been a challenging year for a lot of people and especially for the global stock market. During 2022 I didn't make many changes to my portfolio due to the uncertainty and underperformance of the markets. I know there are a few people out there who want to start a stock portfolio but don't know where to begin or are uncertain if now is the right time to start one. All I have to say to that is: "The sooner you start, the sooner you learn". I would also like to disclose now, that I am not a financial advisor, and all my investments are to be viewed as an "opinion", and does not mean these stocks will make or lose money.
Because I am a student and have no real form of income, I have a very small portfolio in comparison to most other investors, but my mission is simple, start small and let it grow big. My main broker is EasyEquities, a South African based company that makes investments simple. They only provide basic investment instruments like stocks, ETFs and one or two other instruments, however they do not provide options.
I have three main portfolios namely ZAR, TFSA and USD. Both the ZAR and TFSA are South African Rand based portfolios trading on the JSE(Johannesburg Stock Exchange), and the USD is United States Dollar based trading mainly on the NYSE(New York Stock exchange).
Breakdown of my portfolios
ZAR Portfolio
| Stock | Purchase price (ZAR) | Units |
|---|---|---|
| Kumba Iron Ore Ltd | 557.79 | 1.9721 |
| Absa Group Ltd | 176.46 | 2.8335 |
| Bidvest Group Ltd | 227.46 | 4.4138 |
| 1nvest "S/P500 Info Tech Index Feeder ETF | 14.78 | 303.439 |
| 1nvest S/P500 Index Feeder ETF | 352.31 | 14.889 |
| BRITISH AMERICAN TOBACCO PLC ADS Common Stock | 704.67 | 0.5676 | Combined Motor Holdings Limited | 31.3 | 19.1688 |
| Richemont GDR | 166.77 | 2.9981 |
| E Media Holdings Ltd N Ord Shs | 4.99 | 60.1202 |
| Attacq Ltd | 7.06 | 42.4929 |
| Redefine Properties Ltd | 3.61 | 83.1024 |
| Shoprite Holdings Ltd | 219.38 | 1.3674 |
| Sanlam Ltd | 50.94 | 6.0223 |
See my current portfolio with profits and losses here.
TFSA
| Stock | Purchase price (ZAR) | Units |
|---|---|---|
| 1nvest S/P500 Info Tech Index Feeder ETF | 12.29 | 40.6834 |
| Satrix SA Bond ETF | 8.3 | 68.0672 |
See my current portfolio with profits and losses here.
USD
| Stock | Purchase price (USD) | Units |
|---|---|---|
| American Express Company | 166.97 | 0.1796 |
| Chevron Corporation | 164.5 | 0.1973 |
| Coca-Cola Co | 64.34 | 0.4662 |
| Main Street Capital Corp | 41.84 | 1 |
| Merck & Co Inc | 86.6 | 0.9237 |
| Occidental Petroleum Corporation | 68.57 | 0.7 | Stag Industrial Inc | 40.38 | 0.5201 |
See my current portfolio with profits and losses here.
These are all my current stock market investments, some of them I will most likely change during this year, but all updates that I will make to my portfolio will be visible on the links provided. I will go into some in dept detail about particular stocks throughout this coming year, in order for you to understand my strategy and follow it if need be. You will be able to track my progress, and see whether or not I am performing as expected.
Some key stocks to look at
ZAR Portfolio
Richemont GDR - One of the biggest gainers on the JSE for 2022
Redefine Properties - Experienced good growth since my purchase in 2022, and has a high dividend yield.
ABSA Group - A stable and secure bank and leading financial services provider in South Africa
USD Portfolio
Merck & Co inc. - Bought Merck & Co inc. just before there release of a new trial drug, they have a good and steady dividend yield and dividend growth.
Chevron - One of the leading Oil providers in the US, bought Chevron before the oil price peaked, and expect a good dividend yield and dividend growth from them.
I am not responsible for any gains or loses made with the information given, nor am I liable for any damages that might occur.