Simon Shares Really strong November for stocks. France and Italy had their best months ever, S&P500 +11% and JSE +10%. The Pfizer / BioNTech vaccine has been approved for use in the UK starting next week. Limited supplies so front line workers and old people first. But this is good news and suggests that the ...
Tax on total return ETFs
Do you need a refresher on dividends tax? Bonus! You can read about dividends tax and the tax implications of total return ETFs
Podcast: Why do my returns suck?
In our second Fast Fatty, we spoke about Suzanne’s PPS account. PPS felt our assessment of their product was inaccurate. We offered them a right of reply. Read their reply here. Pru has had a rough start to her investment career. She had a financial advisor she was struggling to shake off. Just as she ...
Podcast: Bitcoin is tiny, even at highs
Simon Says Another week another vaccine. U.K. economy is forecast to contract by 11.3% this year, "the largest fall in output for 300 years," Chancellor Rishi Sunak tells MPs. US Jobless Claims +30K To 778K In Nov-21 Week, secondly weekly rise. Continuing Claims -299K to 6,071,000 for Nov-14 week. Dow Jones trades above 30,000 for ...
ETF: Understanding the Satrix 40
The Satrix 40 (share code: STX40) turns 20 years old this week. As South African as pap en wors, this stalwart shows no signs of slowing down. At a total expense ratio (TER) of 0.1% per year, there is no easier and more affordable way to start an investment career. We feature this ETF every ...
Wealthy Maths: The cost of your car
A very generous friend recently lent me his car for a road trip. It’s a thing of true beauty, with whistles on top of the bells. By the time I headed back from my holiday, I was looking at car prices online and trying to justify the purchase.
Podcast: Fast Fatty the Third
We use my long-awaited holiday to catch up to some user questions for the next three weeks. We hope you enjoy the shorter episodes as much as I plan on enjoying my break! IM I have an Old Mutual Endowment policy that matures in November 2020.. I also have a lump sum in a TymeBank ...
Podcast: Owning unlisted shares
Simon Shares Another week, another vaccine. This time from Moderna and also using the Messenger RNA as does the Pfizer / BioNTech vaccine. Stor-Age* (JSE code: SSS) results very solid. Wilson Bayly Holmes (JSE code: WBO) results not great as Australia hurts, again. Raubex (JSE code: RBX) announces an R2.87billion contract win from Sanral. Strong ...
Why I liquidated my portfolio
There’s an old saying, “When we don’t know any better, we do our best. When we know better, we do better”.
Podcast: Fast Fatty the Second
We use my long-awaited holiday to catch up to some user questions for the next three weeks. We hope you enjoy the shorter episodes as much as I plan on enjoying my break! Suzanne After finding your podcast during hard lockdown, I have been binge listening …..and can honestly say: You have changed my life! ...