The Fat Wallet Show with Kristia van Heerden

Podcast: Rights and recourse

Kristia van HeerdenLatest, The Fat Wallet

Earlier this week we introduced ourselves to the education department at the financial sector conduct authority (FSCA). They recommended we spend some time on what you can do when you feel like you’ve been wronged financially. In this episode we discuss what rights you have on your financial journey. We also offer some ideas of ...
JSE Direct with Simon Brown

Podcast: Will Trump juice the markets?

Simon BrownJSE Direct, Latest

Simon Shares Blue Label (JSE code: BLU) shares flying after writing down CellC to zero. Up some 30%. I guess the market is relived CellC is only going to zero. WeWork gets a new CEO as founder Adam Neumann steps aside. Makes sense, aside from a lot of crazed decisions he's made. Founders are a ...
ETF blog logo

ETF: Understanding SWIX ETFs

Kristia van HeerdenETF Blog, Latest

Shareholder-weighted index (SWIX) trackers are weighted by ordinary shares held in the South African share register. Shares in these blue chip companies held by other companies don’t form part of the weighting of the index, neither do shares held by offshore investors. Since these products are weighted by shares held locally, liquidity is a built-in ...

Wealthy Maths: Calculating dividends

Kristia van HeerdenLatest, Wealthy Maths

If you own any dividend-paying shares or ETFs, you probably keep your eyes and ears open for the next dividend payout. This article will show you how to calculate the value of the dividend payout you will be getting.

JSE Direct with Simon Brown

Podcast: Netflix challengers

Simon BrownJSE Direct, Latest

Simon Shares Local inflation came in at 4.3% in August from previous of 4.0%. This a little higher than expected with food one of the main drivers. Maybe we're finally seeing food inflation that will help the retailers. MPC rate announcement on Thursday, 20 out of 25 economists say no change. If they'e right then ...
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ETF: Income ETFs III – Bonds and Preference Shares

Kristia van HeerdenETF Blog, Latest

In the first two posts in this series, we investigated dividend-hugging ETFs and listed property ETFs. While both of these are worth consideration when investing for income, both are listed instruments, which introduces volatility to your investments. This makes them more appropriate for investors with a longer investment horizon. For those nearing financial independence, debt ...

Cash Club: ETFs made easy

Njabulo NsibandeCash Club, Latest

So there I was, chilling at Victory Square in the beautiful city of Timisoara, Romania with a colleague of mine, when he asked me to explain what an ETF is. (I lent him my copy of Sam Beckbessinger’s Manage Your Money Like A F*cken Grownup to read on the plane.)  My colleague is a health ...

Family Wealth: Interest-free loans to trusts

Mosaic Financial SolutionsFamily Wealth, Latest

Trusts originate from England, where they were used by crusading English knights when they left their homes in the care of trusted friends for safekeeping. This financial innovation remains a vital component of multigenerational family wealth planning, and it is also very useful in corporate structures, such as broad-based community trusts, bankruptcy remote securitisation structures, ...