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ETF: Understanding the NewFunds ILBI

Kristia van HeerdenETF Blog, Latest

Effective 1 March 2023, this ETF  is now the Satrix ILBI ETF (JSE code: STXIFL) Being able to retire would be impossible if our investments didn't beat inflation over time. The Satrix ILBI ETF (STXIFL) invests in inflation-linked government bonds in an attempt to preserve your buying power. As we explain here, inflation is when ...
The Fat Wallet Show with Kristia van Heerden

Podcast: Your bonus is evil

Kristia van HeerdenLatest, The Fat Wallet

Expecting a large amount of money can make you crazy. I’ve never been paid a bonus, so I’ve never had to endure months of spending and re-spending the same money. This week, we talk about the dangers of spending money before you receive it. If you’re trapped in a debt-to-bonus loop, this is for you

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ETF: Understanding the Divtrax ETF

Kristia van HeerdenETF Blog, Latest

Dividends are an important consideration in an investment strategy, especially for those nearing financial independence. A well-considered dividend strategy can ensure tax-efficient income without needing to sell any investments. The CoreShares Divtrax ETF (DIVTRX) includes South African listed companies that have paid a dividend for at least seven consecutive years. Should a company in the ...
The Fat Wallet Show with Kristia van Heerden

Podcast: Inheriting a fortune

Kristia van HeerdenLatest, The Fat Wallet

I’ve dreamed about inheriting a large sum of money many times, as I’m sure you have. I hope this episode allows you to daydream about the kind of life you would lead if someone left you a small fortune. (Hopefully someone you’ll miss fondly, but not deeply. It’s hard to be happy about anything with a broken heart.)