The Fat Wallet Show with Kristia van Heerden

Podcast: Can one ETF rule them all?

Kristia van HeerdenLatest, 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 ...
JSE Direct with Simon Brown

Podcast: Global Dividend Aristocrats

Simon BrownJSE Direct, Latest

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 blog logo

ETF: CoreShares launches offshore dividend ETF

Kristia van HeerdenETF 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 ...
ETFs offshore

Community post: Buying ETFs offshore

Web AdminCommunity post, Latest

This post was submitted by a Fat Wallet listener on 4 December. The writer has granted Just One Lap permission to publish this email. I had no problem opening a custody trading account with www.DeGiro.ie which has no platform fee and provides direct access to purchase almost anything you can imagine from a multitude of regions and exchanges. ...
ETF blog logo

ETF: Tech-centric Sygnia ETF lists on JSE

Kristia van HeerdenETF Blog, Latest

On 6 December 2017, the Sygnia Itrix 4th Industrial Revolution Global Equity ETF ( SYG4IR) is listing on the JSE. A first to the South African landscape, the ETF tracks the Kensho New Economies Composite Index. Kensho is an American fintech company “that uses proprietary mathematical algorithms and computational models to conduct statistical analyses and ...
ETF blog logo

ETF: DIY

Kristia van HeerdenETF Blog, Latest

In this week’s episode of The Fat Wallet Show, we discuss how to put together your own ETF portfolio. Within tax-free investment vehicles, you are only allowed to invest in ETF products. This prevents investors who are new to the market from taking on too much risk. The tax-free accounts are designed to build wealth ...
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ETF: No to tax, yes to fees?

Kristia van HeerdenETF Blog, Latest

We deal with a tax question almost weekly on The Fat Wallet Show. This is hardly surprising. South Africans in higher tax brackets are vocal about how little their tax contributions get them. Public hospitals and schools often lack infrastructure and aren’t well run. Those who can afford it resent subsidising public institutions while having ...
ETF blog logo

ETF: Are cheaper ETFs better?

Kristia van HeerdenETF Blog, Latest

The local ETF market continues to expand. Greater competition in the space achieved what greater competition always achieves - lower prices. We’ll never complain about low investment costs, but having so many similar ETFs to choose from is causing some anxiety. If two index-trackers track the same index, the one with a lower TER will ...
The Fat Wallet Show with Kristia van Heerden

Podcast: How much money do you need?

Kristia van HeerdenLatest, The Fat Wallet

“Is it really possible to live off my investments?” This is a question we field often. We recently did a podcast about early retirement that deals with a variation on this theme. The question concerns me, because the answer lies at the heart of all financial planning. Firstly, if living off your investments isn’t the ...