Latest Archives - Page 82 of 136

ETF: Why time matters most

Kristia van Heerden 5 June 2019ETF Blog, Latest

Investment decisions are overwhelming. In this post we are going to talk about the one question that removes a lot of the anxiety around investing: when do I need to take the money out of the market? If your own research lead you to index investing and ETFs, it probably took a while to understand ...

Tax Tuesday: TFSA 101

De Wet De Villiers 4 June 2019Latest, Tax Tuesday

Tax-free savings accounts (TFSAs) were introduced in March 2015 as an incentive to encourage South African households to save for retirement. TFSAs allow you to invest in various investment products, most notably ETFs. The tax savings on these accounts will drastically increase the amount you have available at the end of your investment period, which ...

The Fat Wallet Show with Kristia van Heerden

Podcast: Funeral cover

Kristia van Heerden 3 June 2019Latest, The Fat Wallet

The sad thing about the work we do is that it has a 0% sexy rating. Once you understand the five financial concepts we keep harping on about, it becomes easy to figure out the rest. The things we invest in won’t make you rich overnight. If it did, we would be sipping champagne cocktails ...

Podcast: Boiler room scams are back

Simon Brown 30 May 2019JSE Direct, Latest

Simon Shares Rough month. We're ending May (well Wednesday mid morning, so 2.5 trading days still to go) up 3.5% for the year, but we started May up 11.8%. No don't quote me rhymes. Astral Foods (JSE code: ARL) issued a SENS detailing issues with municipal water and the cost to the group. They've also ...

ETF: Understanding the DCCUSD

Kristia van Heerden 29 May 2019ETF Blog, Latest

In 2017, RMB launched an ETF-like creature that gave South African index investors access to US Treasury Bonds (USTBs) for the first time. Instead of a right to the assets of the ETF issuer, who holds the underlying shares of an ETF, investors are USTB owners, fair and square. Since inception, this ETF has returned ...

Wealthy Maths: Debt-to-income ratio

Kristia van Heerden 28 May 2019Latest, Wealthy Maths

While being debt-free is preferable, sometimes debt cannot be avoided. A common ratio which is used to measure a person’s indebtedness is the debt-to-income ratio. Many of the financial institutions use this when assessing loan applications. And it helps you to assess your own financial status.

Podcast: When should I care about performance?

Kristia van Heerden 27 May 2019Latest, The Fat Wallet

Sometimes we say you should move your investments, sometimes we tell you to stay invested no matter what. This week, we receive two questions about moving investments. We use them as examples to discuss when it’s a good idea to cut your losses and move on and when you should hold tight and wait for ...

Podcast: Stock and thoughts

Simon Brown 23 May 2019JSE Direct, Latest

Simon Says Upcoming events; 23 May ~ JSE Power Hour: Mastering stop losses with Trader Petri 30 May ~ JSE Power hour: Hard question. Better Answers 20 June ~ JSE Power Hour: Trade the trade wars Coronation* (JSE code; CML) results about as expected and it looks like they're already moving up off the bottom of the ...

ETF: Understanding the NewFunds TRACI ETF

Kristia van Heerden 22 May 2019ETF Blog, Latest

Effective 1 March 2023, this ETF is now the Satrix TRACI 3 Month ETF (JSE code: STXTRA) Cash exposure in an investment portfolio can come in different guises. A fixed deposit account with a decent interest rate is one way to go about it, but investors who prefer a more flexible option can consider the ...

Cash Club: Investment FAQs

Njabulo Nsibande 21 May 2019Cash Club, Latest

The Cash Club Blog is just over a year old, and the response has been amazing. I’ve even made new friends in the process! Over the past year, a lot of people asked me money-related questions, which often have been answered on The Fat Wallet Show by Kristia and Simon. However, after a friend enquired ...