ETF Archives - Page 13 of 16

Community post: Buying ETFs offshore

Web Admin 8 December 2017Community 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: Tech-centric Sygnia ETF lists on JSE

Kristia van Heerden 22 November 2017ETF 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: DIY

Kristia van Heerden 25 October 2017ETF 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 ...

ETF: No to tax, yes to fees?

Kristia van Heerden 13 September 2017ETF 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: Are cheaper ETFs better?

Kristia van Heerden 19 July 2017ETF 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 Heerden 26 June 2017Latest, 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 ...

Podcast: Offshore ETFs and currency moves

Kristia van Heerden 22 May 2017Latest, The Fat Wallet

Back in the bad old cabinet reshuffle days, I made some money trading my tax-free savings account. In that account, I was invested in the DBXWD and CSP500. The cabinet reshuffle led to a nauseating drop in the rand. The currency drop, in turn, resulted in an elating increase in the value of my dollar-denominated ...

Podcast: CoreShares three investment disciplines

Simon Brown 18 May 2017Latest, WorldWide Markets

CoreShares three investment disciplines Simon Shares Blitz round of result comments; Richemont* (JSE code: CFR) Calgro M3* (JSE code: CGR) Lonmin (JSE code: LON) Astral (JSE code: ARL) Vodacom (JSE code: VOD) Balwin (JSE code: BWN) * I hold ungeared positions. Upcoming events; CoreShares investment disciplines & transactional website JSE Power Hour: Investing while junk ...

Podcast: Optimal diversification strategy

Kristia van Heerden 15 May 2017Latest, The Fat Wallet

Aside from low cost and simplicity, ETFs are appealing because diversification is built in. When you invest in the 40 biggest South African companies, you invest in different sectors and different regions. You even get a degree of asset diversification in the form of property stocks. Episode 48. 48 minutes long. @simon_brown_za doesn't think I ...

Podcast: Rand protection for your portfolio

Simon Brown 30 March 2017Latest, WorldWide Markets

Rand protection for your portfolio Simon Shares Capitec* (JSE code: CPI) through results got everybody talking about the "arrears coverage ratio" dropping to 208% vs. 223% previously and vs. 196% in 2015. This got all the attention last time as well, I not concerned and my 'aggressive' buy price is now around R719. I have ...