ETF Archives - Page 12 of 16

ETF: Capital gains vs reinvested dividends

Kristia van Heerden 4 April 2018ETF Blog, Latest

A few weeks ago we started wondering if we were being taxed twice on total return ETFs. To recap, a total return ETF reinvests the dividends or interest payments on your behalf. This saves you the hassle (such as it may be) and fees of reinvesting dividends. It’s especially useful if you were going to ...

ETF: Value ETFs unpacked

Kristia van Heerden 28 March 2018ETF Blog, Latest

Effective 1 March 2023, this ETF is now Satrix Value Equity ETF (JSE code: STXVEQ) Fans of Warren Buffett are most likely also fans of value investing. The concept is extremely popular due to its intuitive nature. First, you find a good company whose share price is below what the company is really worth. You ...

ETF: Total return ETFs explained

Kristia van Heerden 21 March 2018ETF Blog, Latest

Note: New legislation regarding the availability of total return ETFs is expected in the first half of 2023 In this week’s Fat Wallet Show, we talk about the tax implications of investing in a total return ETF. In this article we’ll flesh out the discussion. We’ll explain what a total return ETF is, who might ...

The Fat Wallet Show with Kristia van Heerden

Podcast: Figuring out investment fees

Kristia van Heerden 19 March 2018Latest, The Fat Wallet

A few weeks ago I attended a 10X event in Johannesburg. Being a low-cost retirement annuity (RA) provider, obviously much of the discussion centred around fees. Steven Nathan, who runs 10X, did an analysis of a statement sent by an old-school retirement product provider. He used the real example to illustrate how impossible it can ...

ETF: When companies fall out of the index

Kristia van Heerden 14 March 2018ETF Blog, Latest

An ETF is made up of investments in a number of different companies. Many investors worry about the impact of the performance of a single share on the performance of the ETF. This is especially of concern in an ETF weighted by market capitalisation, where bigger companies have a bigger impact on the price movement ...

ETF: Stanlib lists tech ETF

Kristia van Heerden 7 March 2018ETF Blog, Latest

With the local ETF space becoming more competitive, investors are starting to benefit from a growing number of niche ETF products. We can already buy ETFs based on the quality of the constituents or the momentum of the share price. Soon we’ll be able to buy companies whose share prices are considered cheap in the ...

ETF: How local is your Top40?

Kristia van Heerden 28 February 2018ETF Blog, Latest

Geographical earnings is an important consideration when putting together an ETF portfolio. Avoiding over-exposure to a particular region protects your portfolio from geopolitical instability. Local pension and retirement annuities (RAs) have to be Regulation 28 compliant. Until a week ago, 75% of these funds had to be invested locally. Add an ordinary Top 40 ETF ...

Podcast: Can one ETF rule them all?

Kristia van Heerden 29 January 2018Latest, The Fat Wallet

Did Dale Towert ruin our lives, our business and possibly the ETF industry? Turns out Dale is a powerful guy. He sent a link to the “Investing Demystified” video series by Lars Kroijer and immediately changed the way I think about ETFs. In the videos, Kroijer makes an argument for a single world-wide ETF combined ...

Podcast: Global Dividend Aristocrats

Simon Brown 25 January 2018Latest, WorldWide Markets

Global Dividend Aristocrats ETF This week Simon chats to Chris Rule from CoreShares on their soon to be listed Global Dividend Aristocrats ETF. It uses dividends as a quality metric rather then searching for yield and much like the MSCI World ETFs we have locally it is concentrated in the US at 53% with Europe making ...

ETF: CoreShares launches offshore dividend ETF

Kristia van Heerden 24 January 2018ETF Blog, Latest

Successful investing requires both time and patience, but dividends are an excellent reminder that acquiring assets is fun. Dividend-centric ETFs are an excellent vehicle for those who rely on income from investments, but have a long enough time horizon to withstand equity risk. Locally, the CoreShares Dividends Aristocrats ETF invests in companies that consistently pay ...