Beginner Archives - Page 3 of 5

ETF: Time travel on the JSE

Kristia van Heerden 11 March 2020ETF Blog, Latest

Checking local investments at the moment is a surefire way to experience instant regret. The weak currency is propping up our offshore investments, but those of us holding JSE-listed companies and ETFs are feeling the pain of short-term market movements in a real way. If, like me, your portfolio fell into a 20% hole overnight, ...

ETF: Even more tax-free money

Kristia van Heerden 4 March 2020ETF Blog, Latest

The impact of tax-free investing is so astronomical that it’s almost hard to believe. Just a 0.5% saving on dividend withholding tax (DWT) over a 40 year period amounts to R1.1m more in your portfolio (in today’s money). That’s not to be sneezed at! As of this year, each South African resident is entitled to ...

Cash Club: ETFs made easy

Njabulo Nsibande 17 September 2019Cash Club, Latest

So there I was, chilling at Victory Square in the beautiful city of Timisoara, Romania with a colleague of mine, when he asked me to explain what an ETF is. (I lent him my copy of Sam Beckbessinger’s Manage Your Money Like A F*cken Grownup to read on the plane.) My colleague is a health ...

ETF: Volatility ETFs explained

Kristia van Heerden 28 August 2019ETF Blog, Latest

This year, Absa introduced three new ETFs that aim to capitalise on the relationship between risk and return. (If that sentence scared you to death, hang in there. It will make more sense later in this article.) The products aim to minimise the amount of money investors can lose when markets are scary. They do ...

ETF: Understanding the Ashburton 1200 ETF

Kristia van Heerden 14 August 2019ETF Blog, Latest

This ETF is now owned by FNB and the code is FNBEQF. Once we start investing, most of us are in pursuit of the perfect investment. What we want, of course, is the unicorn that goes to the moon the day after we invested. Luckily, we understand our ability to find that needle in the ...

The Fat Wallet Show with Kristia van Heerden

Podcast: The price-weighted index

Kristia van Heerden 12 August 2019Latest, The Fat Wallet

For two years we’ve had to live with the shame of the Listener Love Index. The wisdom of the crowd is not quite so wise when it comes to stock selection. Let that be a lesson next time a friend offers a hot stock tip. This week we finally replace that horror show with our ...

ETF: Why time matters most

Kristia van Heerden 5 June 2019ETF Blog, Latest

Investment decisions are overwhelming. In this post we are going to talk about the one question that removes a lot of the anxiety around investing: when do I need to take the money out of the market? If your own research lead you to index investing and ETFs, it probably took a while to understand ...

ETF: Understanding the NewFunds ILBI

Kristia van Heerden 10 October 2018ETF Blog, Latest

Effective 1 March 2023, this ETF is now the Satrix ILBI ETF (JSE code: STXIFL) Being able to retire would be impossible if our investments didn't beat inflation over time. The Satrix ILBI ETF (STXIFL) invests in inflation-linked government bonds in an attempt to preserve your buying power. As we explain here, inflation is when ...

IG CFD Conversations: What is a CFD?

Kristia van Heerden 1 October 2018IG CFD, Learn Trading, Webinar and Video

Contracts for difference (CFDs) are trading instruments that allow you to trade the share price instead of a share. In this video, Simon Brown explains what CFDs are and how you can use them.

ETF: How ETFs make money

Kristia van Heerden 18 July 2018ETF Blog, Latest

We all love ETFs but the question we get all the time is how do they make money? This week we dig into how ETFs work and how they make money for us.