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Comparing ETFs: Asset classes

Kristia van HeerdenETF Blog, Latest

Investing is about more than just shares. There are a number fo different asset classes we can buy and this article digs into the details.

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ETF: How to read your MDD holdings

Kristia van HeerdenETF Blog, Latest

Inside each ETF is a number of companies. Comparing the sectoral and top 10 exposure of these ETFs will help you understand where exactly your money is going. Here we help you unpack your sectoral exposure and the top 10 holdings in your MDD. The point of this exercise is to avoid concentration risk.

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ETF: How to read your MDD fund information

Kristia van HeerdenETF Blog, Latest

Minimum disclosure documents (MDD) have lots of useful information about your ETF. Here we explain these sections of your MDD: Fund classification (this tells you what type of asset you’re invested in and where in the world that asset lives), Distribution, Portfolio currency, Rebalancing, and Fees.

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ETF: A place for new ETFs in your portfolio

Kristia van HeerdenETF Blog, Latest

While ETFs started out as broad-market products weighted by capitalisation, local ETF issuers have also ventured into more complex index methodologies to offer something for every taste. Here we explain more about these ETFs so you can decide if they have a place in your portfolio.

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ETF: Commodity ETFs in your portfolio

Kristia van HeerdenETF Blog, Latest

Commodities tend to give investors a sense of security. Gold is especially popular during political and economical turmoil as the current COVID rally is making abundantly clear. The presence of a tangible asset at the other end of the transaction is comforting to those who are at all times geared for the apocalypse. While it’s ...
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ETF: Understanding the CoreShares Global Property ETF

Kristia van HeerdenETF Blog, Latest

Fortunately the abysmal performance of the local property sector is not the symptom of a global problem. The CoreShares S&P Global Property (GLPROP) exchange-traded fund (ETF) offers property lovers an opportunity to enjoy the security of a physical investment and steady income in developed economies. Unlike local ETFs that invest heavily in commercial real estate ...
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ETF: Income ETFs II – Listed Property ETFs

Kristia van HeerdenETF Blog, Latest

The right type of income investment depends on two important considerations. The first is your investment horizon. Your asset allocation will depend on the amount of time you plan on being invested. The closer you get to cashing out your investment, the less volatility you can afford. The second is your tax situation. Income from ...
The Fat Wallet Show with Kristia van Heerden

Podcast: Optimal diversification strategy

Kristia van HeerdenLatest, The Fat Wallet

Aside from low cost and simplicity, ETFs are appealing because diversification is built in. When you invest in the 40 biggest South African companies, you invest in different sectors and different regions. You even get a degree of asset diversification in the form of property stocks. Episode 48. 48 minutes long. @simon_brown_za doesn't think I ...