bear or bull market

Welcome to the third in this series of posts. For those of you that are reading this series for the first time, here are the key points:

  • I’m a fan of exchange-traded funds. Mainly because I don’t like paying management fees.
  • There are other options open to the small investor.
  • This series of posts is basically an experiment to see how the exchange-traded funds fare against the alternatives. I realise that it’s a sample size of one – but really, you only get sample sizes of one in the investing world.

If you’d like to read more about the process, here are the important earlier posts:

Here are the various prices floating around:

Screen Shot 2014-04-02 at 10.40.09 AM Screen Shot 2014-04-02 at 10.39.58 AM Screen Shot 2014-04-02 at 10.39.44 AM

And these are the translated results for the week 2:

Screen Shot 2014-04-02 at 10.42.00 AM


What you’ll notice:

  1. Satrix is still in the lead, both for weekly return and for overall return.
  2. The actively-traded Unit Trust (Nedgroup’s Invest Entrepreneur A) is generating a positive return before you take fees into account. After that, it’s a bit unfortunate.
  3. Arty-type investments are a terrible idea (the weekly fall in value is due to the rand strengthening against the dollar).
  4. Gold had a terrible week.
  5. Anything bought on FNB Share Builder is struggling to beat those fees.

Until next week…