George's current holdings are as follows:
Total dividends received: R51 557,09
Cash on hand (including dividends): R201 068,83 (14.2% of portfolio)
Total fees paid: R9 337,22
Net profit on share sales: R55 695,45
Tax on profit (reflected on leaderboard): R16 708,63
| Code | Name | No. of shares | Ave. cost (excl fees) | Current price | % growth | Value | % of portfolio |
|---|---|---|---|---|---|---|---|
| AMS | Anglo American Plat Ltd | 345 | 168277 | 179888 | 6.9% | R620 613,60 | 43.83% |
| CPI | CAPITEC BANK HLDGS LTD | 298 | 170089 | 199458 | 17.27% | R594 384,84 | 41.97% |
Total worth after tax: R1 399 358,64
Transaction History
| Transaction date | Code | Name | No. of shares | Price | Value incl. fees | |
|---|---|---|---|---|---|---|
| 2021-01-18 20:50:58 | STX40 | Satrix 40 Portfolio | 853 | 5830 | R49 928,82 | |
| 2021-03-31 18:02:58 | CPI | CAPITEC BANK HLDGS LTD | 175 | 141984 | R249 465,89 | |
| 2021-04-06 22:25:19 | BTI | British American Tob plc | 179 | 55634 | R99 983,20 | |
| 2021-05-06 15:04:58 | DCP | Dis-chem Pharmacies Limited | 4088 | 2450 | R100 556,62 | |
| 2021-05-06 15:08:41 | BTI | British American Tob plc | -179 | 54800 | -R97 972,00 | |
| 2021-05-06 15:09:24 | STX40 | Satrix 40 Portfolio | 1573 | 6208 | R98 042,45 | |
| 2021-07-14 16:16:00 | AMS | Anglo American Plat Ltd | 115 | 168277 | R194 292,62 | |
| 2021-07-14 16:20:06 | CPI | CAPITEC BANK HLDGS LTD | -175 | 158509 | -R277 270,75 | |
| 2021-07-14 16:21:13 | DCP | Dis-chem Pharmacies Limited | -4088 | 3176 | -R129 714,88 | |
| 2021-07-14 16:23:23 | AMS | Anglo American Plat Ltd | 230 | 168277 | R388 585,25 | |
| 2021-10-22 11:33:25 | STX40 | Satrix 40 Portfolio | -2426 | 6017 | -R145 852,42 | |
| 2021-10-22 11:36:13 | CPI | CAPITEC BANK HLDGS LTD | 298 | 170089 | R508 892,68 |
Dividend History, if a dividend is missing please go here
| LDT | Code | Name | No. of shares | Dividend per share | Total dividend |
|---|---|---|---|---|---|
| 2021-05-04 | CPI | CAPITEC BANK HLDGS LTD | 175 | 1280.00 | R2 240,00 |
| 2021-06-08 | DCP | Dis-chem Pharmacies Limited | 4088 | 24.88 | R1 017,09 |
| 2021-08-10 | AMS | Anglo American Plat Ltd | 345 | 5600.00 | R19 320,00 |
| 2021-08-10 | AMS | Anglo American Plat Ltd | 345 | 8400.00 | R28 980,00 |
| 2021-10-19 | CPI | CAPITEC BANK HLDGS LTD | 0 | 960.00 | R0,00 |
| 2021-11-23 | DCP | Dis-chem Pharmacies Limited | 0 | 15.59 | R0,00 |