Easy equities investment

Easy equities investment update

For those who may not follow me, this is my monthly Easy Equities Investment update for September 2019. You can follow my posts from my first investment with EasyEquities up to my last published update being December 2019.

This months update is quite short and sweet as there isn’t a lot to add since the August update besides the fact that I have allocated 1% to crypto currencies.

Am I crazy or mad? I don’t know…. I have successfully avoided crypto up until now but have decided to invest just a small amount to see how it turns out.

And at this point you may want to read whether investing in Bitcoin is a good investment.

The current balance

EasyEquities ETF portfolio - September 2019

Up to now (26 September 2019) I have invested a total of R11,950 and after fees and costs, the balance is now R12,159.86

This means that if I look at the money I invested and calculate the daily compound interest since the start, I am averaging a 5.6% growth. This isn’t necessarily great (in fact it isn’t too good) but I’m keen to see how this evolves over time. All I need to do is keep track of the date I invest money as well as the amount and I can always run this calculation.

As always mentioned, passive investing is for the long term so this kind of month-to-month update is a little pointless (unless of course you like tracking things as I do!)

EasyEquities ETF growth versus bank investment
EasyEquities ETF growth versus bank investment

My portfolio allocation

Nothing has changed since my August 2019 update. Here is the portfolio allocation of my Easy Equities investment.

  • 25% Local Equities – CoreShares Sci-Beta (Smart Beta)
  • 15% Local Equities – Satrix Top 40
  • 10% Local Property – Satrix Property ETF
  • 39% Offshore Equities – Satrix Worldwide
  • 10% Offshore Property – Sygnia Global Property ETF
  • 1% DCX – Cryto

When investing additional funds I simply re-balance the ETFs to match my goal.

EasyEquities ETF portfolio - September 2019
EasyEquities ETF portfolio – September 2019

My Crypto investment with DCX10

The DCX10 Index holds the top 10 crypto currencies as assets and works pretty much like an ETF or a unit trust which holds a selection of underlying assets in a fund structure. It doesn’t actually trade on the stock exchange though and to be honest I don’t 100% understand how it all works. But I decided to allocate 1% of my portfolio to this.

Please share your thoughts

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