ETF Archives - Page 10 of 17

Podcast: Equal weight needs your vote to be SMART

Simon Brown 21 February 2019JSE Direct, Latest

Making the CSEW40 SMART The CoreShares Equal Weight Top40 ETF (JSE code: CSEW40) has long been a favourite of mine, but now CoreShares want to change the ETF to a multi factor ETF under the code SMART. Those factors are; Value (portfolios of cheap shares outperform portfolios of expensive shares) Momentum (portfolios of recent share ...

ETF: CSEW40 – your vote factors

Kristia van Heerden 20 February 2019ETF Blog, Latest

On Monday CoreShares announced its intent to change the methodology and name of the CoreShares Equal-Weighted Top 40 (CSEW40). Holders of the CSWE40 will be given an opportunity to vote for or against the changes through their stockbrokers until 1 April. Should the changes be approved by 25% of CSEW40 shareholders, the new methodology and ...

ETF: Understanding the NewFunds NewSA ETF

Kristia van Heerden 13 February 2019ETF Blog, Latest

This week, we feature South Africa’s only broad-based black economic empowerment (B-BBEE) ETF. The NewFunds NewSA ETF invests in South African companies based on their B-BBEE compliance ratings. The product allows investors to back companies that are committed to transformative, ethical business practices that benefit the South African economy. Building wealth requires rational decision-making. Too ...

ETF: Wild and tax-free

Kristia van Heerden 6 February 2019ETF Blog, Latest

For us money nerds, February is not the month of love, but the Hallowed Month of Tax. What’s the best kind of tax, you wonder? The kind you don’t ever have to pay! In this bonus podcast, Wild and Tax-Free, we get some friends together to chat all things tax-free savings. Joining us in is ...

ETF: The perks of being exactly average

Web Admin 30 January 2019ETF Blog, Latest

Over the festive season I was doing an annual review of my investments. Although I tried to mentally prepare for it, I was still shocked at how badly my portfolio had done. It was a tough year to be any investor, especially a passive investor. I just didn’t see the growth I was hoping for ...

ETF: Understanding the GIVI SA Resource 15 ETF

Kristia van Heerden 23 January 2019ETF Blog, Latest

Since the South African investment universe is small, we get a front-row seat to the impact of diversification during every market cycle. Historically the South African economy relied heavily on the resources sector. While we're no longer a resource-heavy economy, our mines and energy businesses tend to shine when the rest of the economy suffers. ...

ETF: Learn to love a lazy market

Kristia van Heerden 16 January 2019ETF Blog, Latest

If you started 2019 feeling harassed, you must be invested in the JSE. The market has been unkind to all of us for years. You’d be forgiven for wanting to find better uses for your money - expensive champagne, for example. In this post I’d like to make a case for dormancy. You might argue ...

ETF: Understanding the Satrix RAFI 40

Kristia van Heerden 19 December 2018ETF Blog, Latest

You may have heard of Warren Buffett. If you haven’t, please let us know where you live. We want to come there. Buffett made all of his money by identifying companies that are worth more than the price the market was willing to pay for them. This is what people mean when they talk about ...

ETF: Understanding the Satrix INDI

Kristia van Heerden 5 December 2018ETF 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 ...

ETF: Understanding the CoreShares Top 50 ETF

Kristia van Heerden 28 November 2018ETF 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 ...