Latest Archives - Page 94 of 136

ETF: Understanding the Divtrax ETF

Kristia van Heerden 19 September 2018ETF Blog, Latest

Dividends are an important consideration in an investment strategy, especially for those nearing financial independence. A well-considered dividend strategy can ensure tax-efficient income without needing to sell any investments. The CoreShares Divtrax ETF (DIVTRX) includes South African listed companies that have paid a dividend for at least seven consecutive years. Should a company in the ...

Cash Club: Start where you are

Njabulo Nsibande 18 September 2018Cash Club, Latest

I am a big fan of Simon’s JSE Direct podcast. In this podcast he reminds us to focus on getting into the habit of investing rather than on the goal. As a newbie investor and someone who is quite passionate about financial education, especially as a member of the middle class, this got me thinking. ...

The Fat Wallet Show with Kristia van Heerden

Podcast: Inheriting a fortune

Kristia van Heerden 17 September 2018Latest, The Fat Wallet

I’ve dreamed about inheriting a large sum of money many times, as I’m sure you have. I hope this episode allows you to daydream about the kind of life you would lead if someone left you a small fortune. (Hopefully someone you’ll miss fondly, but not deeply. It’s hard to be happy about anything with a broken heart.)

Podcast: Shares or cash for dividend?

Simon Brown 13 September 2018JSE Direct, Latest

Simon Shares Metrofile* (JSE code: MFL) results were a mixed bag with the reduced dividend expected but they are essentially going to almost halve the cover ratio over two years and that is more aggressive than expected. Growth was modest, but the results commentary was even ore modest. Two analysts I know spoke to management …

Retire: How to move your RA

Carina Jooste 11 September 2018Latest, Retire

After months of toying with the idea of moving your retirement annuity fund from one product provider to another, you’ve decided to go ahead. You’ve done all necessary homework, compared fees, requested and scrutinised comparison reports and settled on a product provider that works for you. What now? Enter Section 14 To transfer your retirement ...

Podcast: Building an investment portfolio

Kristia van Heerden 10 September 2018Latest, Power Hour, The Fat Wallet

This week’s episode of The Fat Wallet Show is recorded live at the JSE and features two One Lappers Njabulo Nsibande and De Wet de Villiers. Our hope for this episode is to illustrate that there are many ways to construct an investment portfolio and all of them can be right.

Podcast: NAV, value or trap?

Simon Brown 6 September 2018JSE Direct, Latest

Simon Shares MTN (JSE code: MTN). Woe is MTN, another $2billion for tax evasion. Is it a shake down? Maybe, maybe not. Truthfully we have no idea and it does cover the same period (2007-2015) of their previous Nigerian fine. I long ago sold my MTN shares and no interest in buying more. Steinhoff (JSE …

Tax Tuesday: Medical aid tax deductions

De Wet De Villiers 4 September 2018Latest, Tax Tuesday

In this blog, we dig a little deeper into the tax realm of medical aids and expenses. As a taxpayer, you’re essentially entitled to two medical tax credits: 1. A credit on contributions made to your medical aid, and 2. A credit on additional medical expenses you paid that weren’t covered by your medical aid. ...

Podcast: Investing for your parents

Kristia van Heerden 3 September 2018Latest, The Fat Wallet

Not many people have parents who can comfortably retire. In this episode we help you figure out how to invest for your parents.

Podcast: SAFcoin responds

Simon Brown 30 August 2018JSE Direct, Latest

Simon Shares The SAFcoin saga continues (my initial stay away story here and the follow up with legal threats here), I hope this will be the last. Neil Ferreira finally offered to answer my concerns and I sent him a list of 43 questions Sunday afternoon and he returned them on Wednesday, you can find ...