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ETF: How to read your MDD holdings

Kristia van HeerdenETF Blog, Latest

Inside each ETF is a number of companies. Comparing the sectoral and top 10 exposure of these ETFs will help you understand where exactly your money is going. Here we help you unpack your sectoral exposure and the top 10 holdings in your MDD. The point of this exercise is to avoid concentration risk.

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ETF: How to read your MDD fund information

Kristia van HeerdenETF Blog, Latest

Minimum disclosure documents (MDD) have lots of useful information about your ETF. Here we explain these sections of your MDD: Fund classification (this tells you what type of asset you’re invested in and where in the world that asset lives), Distribution, Portfolio currency, Rebalancing, and Fees.

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ETF: How to read your MDD objective

Kristia van HeerdenETF Blog, Latest

Each MDD starts with the objective. These objectives can be littered with jargon and is very likely to send you running for the hills. Here we discuss some of the words you should look out for and their meaning: index; weightings; market capitalisations; selected, capped, price performance and script lending

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ETF: How to buy the whole world

Kristia van HeerdenETF Blog, Latest

In this episode of The Fat Wallet Show, Simon and I discussed the merits of a single ETF strategy based on this Lars Kroijer video. By the end of the episode I land on an ETF investment strategy that is simple and easy to implement. I want exposure to all the world’s markets, weighted by ...
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ETF: A place for new ETFs in your portfolio

Kristia van HeerdenETF Blog, Latest

While ETFs started out as broad-market products weighted by capitalisation, local ETF issuers have also ventured into more complex index methodologies to offer something for every taste. Here we explain more about these ETFs so you can decide if they have a place in your portfolio.

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ETF: Satrix offers ethical ETFs

Simon BrownETF Blog, Latest

Environmental, social & governance (ESG) has become the investing buzz phrase in 2020 as the new theme for investors. Environmental metrics cover climate risks, natural resources scarcity, pollution and waste, and environmental opportunities. Social metrics include labour issues and product liability, risks such as data security, and stakeholder opposition. Governance refers to items relating to ...
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ETF: Bonds in your ETF portfolio

Kristia van HeerdenETF Blog, Latest

Danish fund manager and author Lars Kroijer advocates for a simplified do-it-yourself investment strategy comprising of two simple investments. The first is an ETF with global exposure. The second is bonds with a time horizon similar to our investment horizon. For the ETF, the Ashburton 1200 caught our attention because it offers a small amount ...
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ETF: Short-term investment ETFs

Kristia van HeerdenETF Blog, Latest

In a lower interest rate environment getting inflation-beating returns on cash is challenging. If you have a five-year savings goal, this could have a real impact on your returns. A potential solution to this is short-term investing. The most important consideration here is the relationship between time and risk.