ETF blog logo

ETF: Understanding the Ashburton Top40

Kristia van HeerdenETF Blog, Latest

Investing in South Africa’s 40 biggest companies is a wonderful first step if you’re just starting out. By investing in the 40 biggest companies listed on the JSE, you get exposure to different sectors and even asset classes through listed property companies. The Ashburton Top40 ETF gives you a chance to do all of that ...

Retire: Advice from retirees

Carina JoosteLatest, Retire

The best advice in life usually comes from someone who’s been there, done that. The same applies to retirement. If you’re still far from retirement, talk to your parents, an uncle or aunt about their retirement savings journey. Sure, the type of products one can invest in changes, but the essence of retirement planning will ...
JSE Direct with Simon Brown

Podcast: Everything is falling

Simon BrownJSE Direct, Latest

This JSE Direct is proudly brought to you by IG, the specialists in CFD trading and a registered financial services provider. Simon Shares Load shedding is back and reports are it's going to be around until maybe 2025 as Eskom needs R200billion. This hurts, we got our of recession yesterday with QonQ GDP growth at ...
ETF blog logo

ETF: Understanding the Satrix INDI

Kristia van HeerdenETF Blog, Latest

The Satrix INDI is an ETF with a difference. This week, we look at the benefits of excluding banks and mines from an ETF and what that means for your portfolio. Banks and mines play an important role in the South African economy, which is why many of our indices include big mining and banking ...

Tax Tuesday: Base cost methods for capital gains

De Wet De VilliersLatest, Tax Tuesday

A while ago, we discussed the basics of capital gains tax (CGT). Most of us contribute to our investment portfolios over time, which means we buy at different prices. In this article we help you figure out the best methods to calculate the base cost of your investment over time. Remember, when calculating CGT, ‘base ...
The Fat Wallet Show with Kristia van Heerden

Podcast: How to use your tax-free account

Kristia van HeerdenLatest, The Fat Wallet

View this post on Instagram Ever stoic, producer Squack waits for @simon_brown_za and I to get down to it. Double episode recording today, fuelled by strong coffee and many questions around RAs. . . . #fatwallet #podcast #justonelap #investing #retirement #squackthecat A post shared by Kristia Van Heerden (@fatwalletkris) on Nov 16, 2017 at 8:42am ...
JSE Direct with Simon Brown

Podcast: Smashed coin

Simon BrownJSE Direct, Latest

This JSE Direct is proudly brought to you by IG, the specialists in CFD trading and a registered financial services provider. Simon Shares Taste (JSE code: TAS), nasty results and they’re running out of money and still not profitable. I think a delisting is likely. Another Viceroy research report just landed, this time targeting NEPI …

ETF blog logo

ETF: Understanding the CoreShares Top 50 ETF

Kristia van HeerdenETF Blog, Latest

A while ago I got very excited about holding companies in ETFs. Listed companies often own big chunks of other listed companies. For example, Remgro owns shares in Mediclinic and RMB. When you buy an ETF that invests in Remgro, you are also getting exposure to the companies in which Remgro owns shares. If the ...

Wealthy Maths: Calculating investment fees

Stealthy WealthLatest, Wealthy Maths

In the finance world, fees are usually priced in percentages per annum. This is unfortunate.
1. It means the more money you have, the more you will pay
2. The amount of rands you are paying is not always obvious
This article won’t help with the first problem, but it may help with the second.