Mostly a good start to 2023 for local ETFs with some excellent returns, especially from tech (helped by the Rand losing 10%). Resource ETFs struggled and the weaker Rand could not help here.
A watch list of SA Inc stocks
This week Simon puts together a watch list of SA Inc. shares that could do well over the next few years as things improve. He details his criteria and why he thinks SA could pick up.
A tech and travel ETF
As the world opens up we’re traveling more and there is a tech focused hospitality ETF that aims to benefit from this trend.
Classic books for traders
Trading is something that we’re always learning and we’ve put together a list of some of our best books to help you trade smarter.
Opportunities in JSE listed SA Inc. shares
Markets are tough right now with high rates and inflation and low growth coupled with load shedding. Jimmy Moyaha goes hunting for opportunities even as he fully appreciates the current headwinds.
Bye bye inflation? Rate cuts next?
Local May inflation came in 6.3%, a great number and potential for June is under 6% and back in the target range. Is inflation over? Can we start talking about rate cuts?
How to Diversify Your Commodity Exposure With the PICK ETF
Invest in a global and diversified range of commodity miners with the PICK ETF, which offers several advantages over the RESI10 ETF.
JSE dividend portfolio paying monthly (updated Jun23)
A theoretical JSE portfolio that pays monthly dividends. This is perfect for retirement income or for those just wanting regular cash flow. Updated with new yield and one replacement. Updated for June 2023.
Disappearing dividends
We’ve seen a number of strong dividend payers reduced dividends and in many cases to zero. We love dividends but this reminds us they’re not forever and there are solutions for those needing income.
Big changes in Top40 and Indi25 ETFs
With Richemont now an inward listed security its weighting in major ETFs such as those covering the Top40 and Indi25 is being drastically reduced.