Latest Archives - Page 64 of 136

Podcast: Understanding warrants, carefully

Simon Brown 28 May 2020JSE Direct, Latest

Simon Shares Day 63 of lockdown, level 3 on Monday. As I record we're still waiting for details as to what is allowed under level 3, but it seems that rather than saying what we can do, the regulations will tell us what we can't do and that list will be short. We will be ...

ETF: Concentration risk in ETFs

Kristia van Heerden 27 May 2020ETF Blog, Latest

In an ETF weighted by market capitalisation, your exposure to companies with rising value will increase as share prices rise, and decrease as share price falls. The risk is that over time your overall portfolio could inadvertently become over-exposed to a single sector or even share.

Wealthy Maths: Drop a tax bracket

Kristia van Heerden 26 May 2020Latest, Wealthy Maths

In this post we are going to help you work out by how much your tax liability would reduce if you contributed higher or lower amounts to your Regulation 28-compliant retirement savings product.

The Fat Wallet Show with Kristia van Heerden

Podcast: FIRE for single-income households

Kristia van Heerden 25 May 2020Latest, The Fat Wallet

Financial planning isn’t just for people who earn money. In single-income households, it’s the responsibility of everyone in the household to work towards financial goals. It’s also everyone’s responsibility to protect those not earning an income. Naturally, dread disease and disability cover and life insurance are critical in these situations. A question from Denzil had ...

Podcast: Don’t fight the Fed

Simon Brown 21 May 2020JSE Direct, Latest

Upcoming events; 21 May ~ Solvency and liquidity in the time of COVID-19 28 May ~ Managing risk as a trader with Garth McKenzie 03 June ~ Pandemic investment scenarios 10 June ~ Margin, gearing & exposure explained 18 June ~ What it means to Invest Globally, Locally Day 56 of lockdown Simon Shares Don't fight the ...

ETF: Understanding the Shari’ah 40 ETF

Kristia van Heerden 20 May 2020ETF Blog, Latest

Effective 1 March 2023, this ETF is now the Satrix Shariah Top 40 ETF (JSE code: STXSHA) Aligning profitability with ethics is a sticky problem. Since businesses don’t seem to get it right, it’s not that surprising that ethical ETF choices are limited. Over the years the local industry has seen some attempts at ethics-driven ...

Cash Club: Shopping for medical aid

Njabulo Nsibande 19 May 2020Cash Club, Latest

Identifying the right medical aid for your needs can be as frustrating as trying to solve a Rubik's cube for the first time. It's never clear exactly what is covered in a particular plan - at least not in plain English. This blog post takes a closer look at the important things one needs to ...

Podcast: 200 Fat Wallets!

Kristia van Heerden 18 May 2020Latest, The Fat Wallet

As we mentioned at the top of the show, today’s episode was made possible by a new financial education initiative by Momentum-Metropolitan. You can play the FinEazy game here and register for the story-driven educational programme called FunDza here. This is the 200th time Simon Chuckles Brown and I sit down to record a Fat ...

Podcast: Post COVID-19 reality emerging

Simon Brown 14 May 2020JSE Direct, Latest

Simon Shares Day 49 of lockdown Pick 'n Pay (JSE code: PIK) results were slightly down, but no dividend as they conserve cash. Sibanye Stillwater* (JSE code: SSW) first quarter results knock it out of the park, strong cash flow and debt down 40%. Tongaat (JSE code: TON) sale of their starch business to Barloworld ...

ETF: Understanding feeder funds

Kristia van Heerden 13 May 2020ETF Blog, Latest

Feeder funds allow issuers to offer offshore ETFs without having to buy the underlying shares. This means less administration and, importantly, lower fees. Satrix introduced feeder funds to the South African market with three offshore ETFs in 2017. Other ETF issuers have followed suit since. The 1nvest global range consists entirely of feeder funds. You may ...