The Fat Wallet Show with Kristia van Heerden

Podcast: BBBEE

Kristia van HeerdenLatest, The Fat Wallet

Access to a great share at a discount is something to take very seriously. Khuliso’s question about Phutuma Nathi got me thinking about BBBEE shares. How do you decide whether a BBBEE share is a better investment than the ETF you would have bought anyway?

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ETF: REIT ETFs and income

Kristia van HeerdenETF Blog, Latest

Last week we discussed some of the challenges of investing in dividend-centric ETFs. To recap, it’s incredibly difficult to predict when companies will pay dividends. Since index-tracking products are entirely rules-based, filtering for an unpredictable factor like whether the board is in the mood is tricksy. The CoreShares Divtrax ETF tries to eliminate this uncertainty ...
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ETF: Finding dividend superstars

Kristia van HeerdenETF Blog, Latest

Dividends are probably the easiest thing to understand about investing. This is how business owners make money, after all. When a company they own makes a profit, they take the money. What are shareholders if not part business owners? However, listed companies aren’t required by law to pay dividends*. Whether they share their profits depends ...
The Fat Wallet Show with Kristia van Heerden

Podcast: The spending ratio

Kristia van HeerdenLatest, The Fat Wallet

Sam Beckbessinger’s excellent book Manage Your Money Like a F*cking Grownup is the unofficial written summary of The Fat Wallet Show. As Sam explains in this episode, the Spending Ratio is an excellent way to measure the health of your finances, because it’s not dependent on things you can’t control.

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ETF: Should I consolidate my ETF portfolio?

Kristia van HeerdenETF Blog, Latest

So, you went a little overboard with the new ETF listings. Currently your portfolio has a tiny bit of exposure to 30 ETFs. You’ve officially earned your rookie investor badge. Well done! Now that you’re All Grown Up, you are ready to be more strategic with your ETF investments. Should you consolidate your thousands of ...