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ETF: Income ETFs II – Listed Property ETFs

Kristia van HeerdenETF Blog, Latest

The right type of income investment depends on two important considerations. The first is your investment horizon. Your asset allocation will depend on the amount of time you plan on being invested. The closer you get to cashing out your investment, the less volatility you can afford. The second is your tax situation. Income from ...

Retire: TFSA and retirement

Carina JoosteLatest, Retire

In our previous Retire post, we looked at endowments as a vehicle for supplementing your retirement savings. This month, we’re delving deeper into a firm favourite amongst many an investor: tax-free savings accounts (TFSA).  What is it? Created to make South Africans better at saving, TFSAs promote a culture of saving by being exempted from ...
JSE Direct with Simon Brown

Podcast: US heading for recession?

Simon BrownJSE Direct, Latest

Simon Shares Local Q2 GDP came in at 3.1%, higher then expected but what struck me was the comment from Stats SA ~ "spurred on by a build-up of inventories and increased household expenditure". Now we have seen Woolies* (JSE code: WHL) and Shoprite* (JSE code: SHP) both comment that the second half to end ...

Tax Tuesday: Ring-fencing losses

De Wet De VilliersLatest, Tax Tuesday

Let’s start this conversation by looking at what it means to ring-fence a tax loss. A tax loss from one source of income (like rental property) is ring-fenced if SARS does not allow you to offset that tax loss against income from another source of income (like your salary). The two sources of income are ...
JSE Direct with Simon Brown

Podcast: Prescribed assets

Simon BrownJSE Direct, Latest

Simon Shares An economic proposal out of National Treasury. Good looking document, but as always implementation is what matters. Adrian Gore, CEO of Discovery* writes a great piece for the World Economic Forum "Things are bad and getting worse for South Africa. Or are they?". Full of actual facts rather than emotions that typically cloud ...
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ETF: Volatility ETFs explained

Kristia van HeerdenETF Blog, Latest

This year, Absa introduced three new ETFs that aim to capitalise on the relationship between risk and return. (If that sentence scared you to death, hang in there. It will make more sense later in this article.) The products aim to minimise the amount of money investors can lose when markets are scary. They do ...

Wealthy Maths: How to calculate future value

Stealthy WealthLatest, Wealthy Maths

Time waits for no man, and it doesn’t wait for money either! R100 in your wallet today is worth R100. But what if I offered to give you R115 in three years’ time in exchange for the R100 in your wallet now? Would that be a good deal?