Podcast: CoreShares three investment disciplines

Simon BrownJSE Direct, Latest

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 ...
The Fat Wallet Show with Kristia van Heerden

Podcast: Optimal diversification strategy

Kristia van HeerdenLatest, 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 ...
Rand protection for your portfolio

Podcast: Rand protection for your portfolio

Simon BrownJSE Direct, Latest

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 ...

ETF: New international ETFs by CoreShares

Kristia van HeerdenETF Blog, Latest

CoreShares’ two new offshore ETFs are the first to launch since I became ETF Nerd #1 and boy, am I excited! Come November I’ll be able to get my offshore kick with a local flavour. With the drama still unfolding at Deutsche Bank, offshore options from a local ETF provider seem particularly well-timed. Fortune apparently ...

ETF: Rand panic and your ETFs

Kristia van HeerdenETF Blog, Latest

The rand took a nose dive yesterday as news broke that finance minister Pravin Gordhan has been summoned to appear in court on charges of fraud. Bank shares also took a beating, which could be worrisome for holders of FINI ETFs. With the news of Deutsche Bank still fresh, it seems there’s nothing but chaos ...
deutsche bank ETF

ETF: Deutsche Bank ETF panic

Kristia van HeerdenETF Blog, Latest

South African ETF investors looking for offshore exposure have had a convenient vehicle in the Deutsche Bank x-tracker ETF products. We have been supporters of these products, both through personal investments in x-tracker ETFs and by recommending the ETFs to our users. Last week the global financial system was rocked by speculation that the German ...