Latest Archives - Page 63 of 136

The Fat Wallet Show with Kristia van Heerden

Podcast: Offshore ETFs and the rand

Kristia van Heerden 15 June 2020Latest, The Fat Wallet

When you buy a locally-listed ETF based in another currency, two transactions happen in the background. First, your rands are converted to the other currency. The new currency is then used to buy the ETF units. Buying an ETF based in a different currency is therefore an easy way to introduce currency diversification into your ...

Podcast: The US goes back to work

Simon Brown 11 June 2020JSE Direct, Latest

Simon Shares Bankruptcy stocks are the new excitement in the US. Hertz in chapter 11 saw its stock price back at the levels from when it announced Chapter 11. Tsogo Sun Gaming (JSE code: TSG) results to end-March show debt at R11.2billion, more than double the market cap. EOH (JSE code: EOH) update says debt ...

ETF: MAPPS Protect in a market crash

Kristia van Heerden 10 June 2020ETF Blog, Latest

Effective 1 March 2023, this ETF is now the Satrix Multi Asset Passive Portfolios Solutions Protect ETF (JSE code: STXMAP) How effective is diversification at smoothing out investment performance during a crash? The NewFunds MAPPS Protect ETF was designed to withstand a volatile equity environment by splitting investments between SWIX 40 equity and government bonds. ...

Retire: Pre-retirement withdrawals

Carina Jooste 9 June 2020Latest, Retire

You may have an opportunity to withdraw from your provident or pension fund due to changes in employment during the COVID-crisis. Access to funds might cover some of your short-term expenses, but the long-term impact on your net worth could be severe. In this article we’ll share some factors to consider when making this decision. ...

Podcast: Pension fund withdrawals

Kristia van Heerden 8 June 2020Latest, The Fat Wallet

Under normal circumstances we would strongly caution against withdrawing from your pension fund. The reason is quite simple: the tax will make your eyes water. One decision can slash your hard-earned net worth by hundreds of thousands of rands. That’s not even factoring for opportunity cost. However, since we’re currently living through the apocalypse, we ...

Podcast: Lift off

Simon Brown 4 June 2020JSE Direct, Latest

Upcoming events; 09 June ~ South China Seas structured product Q&A 10 June ~ Margin, gearing & exposure explained 17 June ~ Trading 101: A traders plan 18 June ~ What it means to Invest Globally, Locally Simon Shares Day 70 of lockdown, week 1 of level 3 and I got drink (still no smokes) but court ...

ETF: Understanding the 1nvest SWIX 40

Kristia van Heerden 3 June 2020ETF Blog, Latest

The 1nvest SWIX 40 ETF is a top 40 product with a difference. Like many other local products, this ETF invests in the 40 biggest companies listed on the JSE. Unlike other top 40 ETFs, however, this ETF doesn’t just invest more in bigger companies. In fact, weighting an index by local shareholders was the ...

Tax Tuesday: Prepare for filing season!

De Wet De Villiers 2 June 2020Latest, Tax Tuesday

There must be an easier way to deal with tax season. Here’s an easy guide to the evidence you need to collect for your tax return.

Podcast: Brushing up your strategy

Kristia van Heerden 1 June 2020Latest, The Fat Wallet

Many of you come to us fresh as daisies. You start listening in anticipation of your first pay cheque. A clean slate means you can set your financial situation up in a way that makes sense to you at the outset. Those of us who aren’t so lucky have to turn our financial patchwork into ...

Money Hack: COVID money reflections

De Wet De Villiers 29 May 2020Latest, Money hacks

Being productive means making the most of your time – you can spend less and increase your quality of life. Do the things that really matter.