ETF Archives - Page 10 of 16

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 ...

ETF: Understanding the GIVI SA Top 50 ETF

Kristia van Heerden 21 November 2018ETF Blog, Latest

Effective 1 March 2023 this ETF is now Satrix S&P GIVI South Africa Top 50 ETF (JSE code: STXT50) Understanding the GIVI SA Top 50 ETF Low volatility and value are at the core of the S&P GIVI SA Top 50 (GIVISA) ETF. The index filters companies based on their intrinsic value. To be included, ...

ETF: Understanding the Africa Palladium ETF

Kristia van Heerden 7 November 2018ETF Blog, Latest

When the market is particularly unpredictable, some investors like to invest in physical assets. The Standard Bank Africa Palladium ETF combines the emotional comfort of investing in a physical asset with the ease of buying a share. Palladium is a precious metal used to produce catalytic converters in cars. It's also used in the medical, ...

ETF: Understanding the SYGUS

Kristia van Heerden 17 October 2018ETF Blog, Latest

Whether you’re a Millennial looking to invest in selfie stocks (we call dibs on that phrase) or a Dallas-loving Baby Boomer hating on the rand, the SYGUS ETF is for you. The name on the birth certificate is actually the Sygnia Itrix MSCI US ETF, but we don’t appreciate such prolixity in investment products. Aside ...