Latest Archives - Page 87 of 136

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 ...

Wealthy Maths: Prime and repo rates

Stealthy Wealth 26 February 2019Latest, Wealthy Maths

Every 2nd month, the South African Reserve Bank (SARB) meets to set the repo rate. This is the rate SARB charges to lend money to commercial banks. This affects the prime rate, which in turn affects interest rates and your monthly expenses.

The Fat Wallet Show with Kristia van Heerden

Podcast: Where are my tax-free returns?

Kristia van Heerden 25 February 2019Latest, The Fat Wallet

The longer we do this, the more evidence we find in favour of doing tax-free investments before any other kind of investing. To do that, you need to understand why paying no tax makes a huge difference to how much money you end up with. You also need to understand that there’s a difference between ...

Podcast: Equal weight needs your vote to be SMART

Simon Brown 21 February 2019JSE Direct, Latest

Making the CSEW40 SMART The CoreShares Equal Weight Top40 ETF (JSE code: CSEW40) has long been a favourite of mine, but now CoreShares want to change the ETF to a multi factor ETF under the code SMART. Those factors are; Value (portfolios of cheap shares outperform portfolios of expensive shares) Momentum (portfolios of recent share ...

ETF: CSEW40 – your vote factors

Kristia van Heerden 20 February 2019ETF Blog, Latest

On Monday CoreShares announced its intent to change the methodology and name of the CoreShares Equal-Weighted Top 40 (CSEW40). Holders of the CSWE40 will be given an opportunity to vote for or against the changes through their stockbrokers until 1 April. Should the changes be approved by 25% of CSEW40 shareholders, the new methodology and ...

Cash Club: #2019goals

Njabulo Nsibande 19 February 2019Cash Club, Latest

Every year brings new goals. In 2018, Kristia posed the following challenge: to not increase your expenses when you receive an increase. With this in mind, here are my goals and challenges for 2019. The most important thing I learned in 2018 is the importance of an emergency fund that is easy to access. So ...

Podcast: The right time to buy and sell

Kristia van Heerden 18 February 2019Latest, The Fat Wallet

This community is all about not leaving money on the table. Buying and selling shares at the right time can have a long-term impact on the performance of your portfolio. This week we discuss two questions relating to timing buying and selling shares and ETFs. Win of the week: Mukhtaar, for solving the tax on ...

Podcast: Managing managed accounts

Simon Brown 14 February 2019JSE Direct, Latest

Simon Shares Eskom is "technically insolvent" and load shedding is back, why are we surprised? This was promised us when we had some in December. Bottom line it's a mess, costly to the economy and fixing Eskom is critical and very difficult. Watch the budget next week. EOH woes continue as the stock lost over ...

ETF: Understanding the NewFunds NewSA ETF

Kristia van Heerden 13 February 2019ETF Blog, Latest

This week, we feature South Africa’s only broad-based black economic empowerment (B-BBEE) ETF. The NewFunds NewSA ETF invests in South African companies based on their B-BBEE compliance ratings. The product allows investors to back companies that are committed to transformative, ethical business practices that benefit the South African economy. Building wealth requires rational decision-making. Too ...