The Fat Wallet Show with Kristia van Heerden

Podcast: How to set portfolio up for financial freedom

Kristia van HeerdenLatest, The Fat Wallet

I learned a lot of important financial concepts from the FIRE (financially independent, retire early) movement. The most useful is the difference between retirement and financial independence. The days of companies supporting retired employees in retirement are a distant memory. If you are plugged in to your finances, this is great news. It means there’s ...
JSE Direct with Simon Brown

Podcast: What’s the NAV?

Simon BrownJSE Direct, Latest

Simon Shares The Power Hour from last week by Nerina Visser on ETF fees is awesome and online. What's the net asset value? Net asset value (NAV) is from the balance sheet and is asset less liabilities. The break up value of the company. A share will typically trade above this value as we're buying ...
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ETF: Fees you can control

Kristia van HeerdenETF Blog, Latest

From bank fees to taxes to brokerage and management fees, investing comes at a cost. When we talk about the real return of our portfolio, we mean the growth of our portfolio over a period of time, minus the inflation rate for the same period. However, that’s not the full story. The true return of ...

Cash Club: Portfolio housekeeping

Njabulo NsibandeCash Club, Latest

Earlier this year we did a Wild and Tax-Free podcast with Kristia, Simon, Stealthy Wealth, Patrick McKay and Carly Barnes, where we discussed our tax-free portfolio strategies. Stealthy mentioned that he takes his RA portfolio into account when making decisions on what to buy for him and his family. This led me to think hard ...
The Fat Wallet Show with Kristia van Heerden

Podcast: Help! I made a bad investment

Kristia van HeerdenLatest, The Fat Wallet

I apologise to Four Cousins for saying they probably add bubbles using a SodaStream machine. I've learned my lesson and vow to buy a bottle should I see one in store. Investing in listed companies is a great way to learn about investment risk. It teaches us that sometimes the market isn’t rewarding at all ...
JSE Direct with Simon Brown

Podcast: Fear and loathing on the JSE

Simon BrownJSE Direct, Latest

Simon Shares A strong start to the year and so far it seems to be continuing (even as the Rand trdes belw R14) - long may it last. Important to remember that Rand strength is not always the end of the world for our market as it signals foreign buying. S&P500 ETFs. Up coming events; ...

Retire: Know your number

Carina JoosteLatest, Retire

Two questions that plague (or should plague) those of us who don’t have family fortunes waiting in the wings are, without a doubt: How much do I need to retire? How do I know I’m on track with my retirement savings? We’ve attempted to answer these mystifying questions in a previous blog post, but it’s ...
JSE Direct with Simon Brown

Podcast: Sell like a pro

Simon BrownJSE Direct, Latest

Simon Shares Up coming events; 11 April ~ JSE Power Hour: Know your fees with Nerina Visser Selling like a pro We tend to focus on the buying, enteries and selling at profit. But what of selling at a loss? Far to often i hear people state it has fallen too much and so there's ...
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Comparing ETFs: Costs

Kristia van HeerdenETF Blog, Latest

If two investments are exactly alike in every respect, the one with the lower fee will deliver greater returns. Over a 77-year investment career, a fee as small as 1% can cut your returns in half! Low fees are part of the reason we favour index-tracking investment products like ETFs.  While ETF fees are thankfully ...