ETF Blog Archives - Page 24 of 26

ETF: Wesley Hellyar on tech ETFs

Kristia van Heerden 20 June 2018ETF Blog, Latest

I’m not going to provide a deep-dive into how to evaluate a company, nor which company has the best management team, nor which ETF’s cost structure is the least of a rip-off. Instead, I’ll utilize my contrarian personal perspective and explain that, when it comes to technology, the most important question should be: “Will this ...

ETF: REIT ETFs and income

Kristia van Heerden 6 June 2018ETF 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 ...

ETF: Finding dividend superstars

Kristia van Heerden 30 May 2018ETF 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 ...

ETF: Should I consolidate my ETF portfolio?

Kristia van Heerden 16 May 2018ETF 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 ...

ETF: Understanding the iTrix FTSE 100 ETF

Kristia van Heerden 9 May 2018ETF Blog, Latest

The Sygnia iTrix FTSE 100 ETF (SYGUK) gives investors exposure to the 100 largest companies on the London stock exchange. The index, which launched at 1000 points in 1984, is weighted by market capitalisation and represents 81% of the United Kingdom market. Trading on the JSE in rands, the portfolio currency remains British pounds, giving ...

ETF: Six questions to answer before buying an ETF

Kristia van Heerden 2 May 2018ETF Blog, Latest

A strong investment strategy is a critical part of any attempt at successful investing. When you have a record of why you chose a certain type of investment, you are better equipped to handle the inevitable curveballs the market will throw at you. Without an investment strategy, you might be tempted to jump ship at ...

ETF: How ETF weighting is like a fruit salad

Kristia van Heerden 18 April 2018ETF Blog, Latest

ETFs are like a fruit salad. When you buy a fruit salad, you get nice variety of complementary fruit for one price in one transaction. It’s great, because you can eat all of your favourite fruit without having to buy a packet of each. Sometimes fruit salads are seasonal. Sometimes they are themed, like a ...

ETF: Capital gains vs reinvested dividends

Kristia van Heerden 4 April 2018ETF Blog, Latest

A few weeks ago we started wondering if we were being taxed twice on total return ETFs. To recap, a total return ETF reinvests the dividends or interest payments on your behalf. This saves you the hassle (such as it may be) and fees of reinvesting dividends. It’s especially useful if you were going to ...

ETF: Value ETFs unpacked

Kristia van Heerden 28 March 2018ETF Blog, Latest

Effective 1 March 2023, this ETF is now Satrix Value Equity ETF (JSE code: STXVEQ) Fans of Warren Buffett are most likely also fans of value investing. The concept is extremely popular due to its intuitive nature. First, you find a good company whose share price is below what the company is really worth. You ...

ETF: Total return ETFs explained

Kristia van Heerden 21 March 2018ETF Blog, Latest

Note: New legislation regarding the availability of total return ETFs is expected in the first half of 2023 In this week’s Fat Wallet Show, we talk about the tax implications of investing in a total return ETF. In this article we’ll flesh out the discussion. We’ll explain what a total return ETF is, who might ...