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My Investment Portfolio - June 2024 update

Updated: Jul 14


Easy Equities


You can open an Easy Equities account here

o A regular brokerage account – ZAR

o Tax Free Investment account – TFSA

o Offshore account – USD

o Retirement Annuity – RA



  • 1nvest SA Property ETF

  • 1nvest Rhodium ETF

  • Alphabet Google

  • Easy Equities Enhanced Balanced RA

  • EC10

  • Invesco QQQ Trust ETF

  • iShare Core MSCI Total International Stock ETF(#DividendChallenge)

  • Nio

  • Purple Group

  • Satrix Nasdaq 100 ETF(#DividendChallenge)

  • SEO

  • Sibanye Stillwater

  • Thungela


Notes:

  • Sold Transaction Capital after the unbundling

  • Sold off small positions in other single stocks

  • Satrix DIVI sold and money thrown into EC10 - I got tired of watching paint dry



Standard Bank Tax Free Investment Account – TFIA


Note:

  • No New contributions

  • Will carry on reinvesting Dividends


Sun Exchange - Solar investments


The company has announced that is it moving away from the crowdfunding model. I enjoyed investing in these projects. RIP.


Notes:

  • I only check-in once every few months to withdraw earnings to pay off my bond


Retail Government Bonds


You can open an account here



Notes:

  • Making monthly allocations, regardless of the rate

  • Looking for renewal opportunities wherever possible



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