Stock markets, fireworks, rollercoasters, that guy on TV almost frothing at the mouth because of some new-and-all-important-something that just happened (apparently), bungee jumping, and going down a long hill on a skateboard without any knee-pads. These things are all pretty exciting! Often we focus our attention on exciting things and being entertained, or experiencing a ...
Video: Wealth creation 101 (back to basics)
Wealth creation 101 (back to basics) Wealth creation 101 (back to basics) At its heart wealth creation 101 is easy. We buy assets (shares or ETFs) and hold them long term and watch as they increase in value and pay us while we hold them (dividends). But life and debt gets in the way and ...
Podcast: Bonds, revisited
Ten whole episodes, and not a single rock thrown at us! I’m surprised and delighted. This week we kick off with quite a bit of feedback on previous endeavours. Thanks for taking the time to write us. I’m even grateful to George, who came to Magnus’ defence after last week’s episode. There’s enough space on ...
Video: Risk management for traders (12/12)
Without proper risk management a trader goes bust sooner or later and likely it will be sooner. This presentation covers Stop loss (where, how, why); Position sizing; The 2% risk rule; The 6% portfolio rule; Managing fear and; Trailing vs. fixed stop loss
Podcast: Churn in ETFs
I like to think about investment fees. A man in a clown suit can lure me into a panelled van with a cheap ETF. Over the last week or so, however, I’ve come to realise that an ETF’s price tag is only one part of a much bigger picture. Yes, Big Bad Industry, I realise ...
Podcast: What’s with structured products?
What's with structured products? Welcome to The Fat Wallet Show! It’s our maiden voyage, and we’re happy to have you on board. We’re excited to introduce uncertainty, irreverence and the subtle art of asking questions to your portfolio. Phrases like, “I’m not sure” or, “Let me look that up and get back to you” or, ...
Podcast: Realistic expectations and success
Realistic expectations and success Realistic expectations and success Simon Shares The rand is back where it was when then Finance Minster Nene was fired. So everybody who was lamenting that they missed their chance to get money offshore into USD, here's your second chance. The NewFunds ILBI (JSE code: NFILBI) is our focus ETF this ...
Video: Investing for income
Investing for income In this video Just One Lap founder Simon Brown looks at investing for income, more than just a retirement strategy. We can use income from investments to live on but importantly it can also be used to add to existing or new investments. Typically a portfolio gets income from three sources; sales, ...
Video: Tax-free savings accounts 2016 (TFSA)
Tax Free Savings Account (TFSA) Almost one year ago, Tax Free Savings Accounts (TFSA) were introduced by the Finance Minister. This was as a means of encouraging a culture of saving in South Africa. TFSAs are 100% exempt from tax and as such, are a must for every investor’s portfolio. This month’s Power Hour presented ...
Video: Your financial destiny
Who controls your financial destiny? Being in control of your financial destiny is your own responsibility, but it can be difficult to know where to begin. In this video, Citadel director and regional head for KwaZulu-Natal explains how to put together a personal framework for investing without borders in a sustainable and manageable way. Investing ...