Latest Archives - Page 86 of 136

Podcast: Investment lessons from Boeing

Simon Brown 14 March 2019JSE Direct, Latest

Simon Shares Group5 (JSE code: GRF) goes into business rescue with "a slim chance for any realisation of value.". It seems the construction of a power station in Ghana was the final nail. Remember the +R1billion they were offered to their Eastern European toll operations? But in the end a lack of liquidity killed them. ...

ETF: Understanding the CoreShares Proptrax SAPY

Kristia van Heerden 13 March 2019ETF Blog, Latest

The CoreShares Proptrax SAPY (PTXSPY) invests in the 20 most liquid property companies listed in South Africa. At least 15% of each company’s shares must be available to buy and sell at all times. In an ETF, liquidity matters because the ETF must be able to buy and sell shares as the company’s weightings change ...

Retire: How Pension Fund Act updates affect you

Carina Jooste 12 March 2019Latest, Retire

In the world of pension and provident fund products, changes and updates to regulations are part of a continual process to help South Africans enjoy a comfortable retirement. Recent updates to the Pension Funds Act—aimed to ensure access to more cost-effective products and to enable members to make better investment decisions—have been in the works ...

The Fat Wallet Show with Kristia van Heerden

Podcast: What the fee?!

Kristia van Heerden 11 March 2019Latest, The Fat Wallet

Survivors of a battle with the Debt Monster already got a nasty introduction to the world of fees. A combination of account fees and interest on debt will leave you poorer every time. This baptism of fire may have been unpleasant, but it’s not a lesson you’re soon to forget. Those most vulnerable to the ...

Minimalism: 5 ways minimalism helps your finances

Web Admin 8 March 2019Latest, Minimalism

Minimalism really comes down to finding out what really matters and removing the rest. Whether that means physical stuff, mental clutter, emotional stuff, commitments and everything in between - you pare down to the core of what matters. This becomes very real to me, especially now that I have a baby in the house. We ...

ETF: The GLODIV as a global play

Kristia van Heerden 6 March 2019ETF Blog, Latest

Buying one ETF that lets you invest in as many companies as possible- across both emerging and developed markets- spreads your risk while allowing you to capitalise on growth in different regions. If you’re new to this community, you can find out why we favour this strategy by listening to the discussion and read the ...

Tax Tuesday: Emigration II – Exchange control

De Wet De Villiers 5 March 2019Latest, Tax Tuesday

In Emigration Part One, we looked at the different types of residency. We also highlighted that home affairs residency (citizenship, passports, visas, permits) for exchange control (excon) purposes and residency for income tax purposes are not the same thing. In this blog, we explore the excon consequences of leaving South Africa and the practicalities involved. ...

Podcast: Rand cost averaging

Kristia van Heerden 4 March 2019Latest, The Fat Wallet

Tax rebates, bonuses and inheritances really throw us for a loop. Most of us have every cent of our salary allocated to some higher purpose, but the moment we find ourselves with a big hunk of cash, we get in our own heads. We all know what we should do with the money, except because ...

Podcast: MultiChoice lists, now what?

Simon Brown 28 February 2019JSE Direct, Latest

Simon Shares Greenest start to a year since the 1960's, Top40 is 6.9% up year-to-date. MultiChoice (JSE code: MCG) has unbundled out of Naspers (JSE code: NPN) with MultiChoice closing at R106 and Naspers off R125 on the back of Tencent weakness over night in Hong Kong. So no value unlock and with fair values ...

ETF: Global property 40 in SA

Kristia van Heerden 27 February 2019ETF Blog, Latest

The S&P Global Property 40 index invests in the 40 biggest and most liquid property companies that fall within the S&P Global broad market index (BMI). In South Africa, both CoreShares and Sygnia offer ETFs that track this index. Global property investments typically offer a wider variety of property companies than local indices. Included in ...