ETF Archives - Page 11 of 16

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 ...

ETF: Understanding the Divtrax ETF

Kristia van Heerden 19 September 2018ETF Blog, Latest

Dividends are an important consideration in an investment strategy, especially for those nearing financial independence. A well-considered dividend strategy can ensure tax-efficient income without needing to sell any investments. The CoreShares Divtrax ETF (DIVTRX) includes South African listed companies that have paid a dividend for at least seven consecutive years. Should a company in the ...

ETF: Understanding the Proptrax Ten ETF

Kristia van Heerden 29 August 2018ETF Blog, Latest

Becoming an owner of physical property involves taking on a huge amount of debt and concentration risk. Luckily it’s possible to get exposure to property as an asset class without having to go into debt and taking your chances on a single property. The CoreShares Proptrax Ten (PTXTEN) ETF offers a fast and easy way …

ETF: Understanding the SYGWD

Kristia van Heerden 22 August 2018ETF Blog, Latest

Since this blog first appeared in February 2016, the local market hasn’t made you rich. Internationally, too, the markets haven’t exactly been sweeping us off our feet. Luckily for investors in this and other dollar-denominated ETFs, there has been plenty of currency movement; for offshore ETF investors a weak rand makes for a strong portfolio. ...

ETF: Understanding the CSEW40

Kristia van Heerden 25 July 2018ETF Blog, Latest

ETFs are rebalanced a few times a year to reflect what is going on in the market. Companies that no longer meet the ETF criteria are booted out and rising stars are included. We originally wrote about the CoreShares Equally-Weighted 40 on 3 February 2016, back when it had a different name and the JSE ...

Podcast: The case against offshore investing

Simon Brown 14 June 2018Latest, WorldWide Markets

Download the audio file here Subscriber to our feed here Sign up for email alerts as a new show goes live Subscribe or review us in iTunes. Simon Shares Stor-age (JSE code: SSS) results were totally solid and in a very niche property space that is doing very well. When they listed a few people recommended them to me ...

ETF: Finding dividend superstars

Kristia van Heerden 30 May 2018ETF Blog, Latest

Dividends are probably the easiest thing to understand about investing. This is how business owners make money, after all. When a company they own makes a profit, they take the money. What are shareholders if not part business owners? However, listed companies aren’t required by law to pay dividends*. Whether they share their profits depends ...

ETF: Should I consolidate my ETF portfolio?

Kristia van Heerden 16 May 2018ETF Blog, Latest

So, you went a little overboard with the new ETF listings. Currently your portfolio has a tiny bit of exposure to 30 ETFs. You’ve officially earned your rookie investor badge. Well done! Now that you’re All Grown Up, you are ready to be more strategic with your ETF investments. Should you consolidate your thousands of ...

ETF: Six questions to answer before buying an ETF

Kristia van Heerden 2 May 2018ETF Blog, Latest

A strong investment strategy is a critical part of any attempt at successful investing. When you have a record of why you chose a certain type of investment, you are better equipped to handle the inevitable curveballs the market will throw at you. Without an investment strategy, you might be tempted to jump ship at ...

ETF: How ETF weighting is like a fruit salad

Kristia van Heerden 18 April 2018ETF Blog, Latest

ETFs are like a fruit salad. When you buy a fruit salad, you get nice variety of complementary fruit for one price in one transaction. It’s great, because you can eat all of your favourite fruit without having to buy a packet of each. Sometimes fruit salads are seasonal. Sometimes they are themed, like a ...