ETF Archives - Page 9 of 16

ETF: Comparing World ETFs

Stealthy Wealth 30 April 2019ETF Blog, Latest

This is a guest post by our friend Stealthy Wealth. There is a lot to be said about picking a single globally diversified ETF for your long term investing. You get a huge amount of diversification across geographies, industries, and currencies, all in a single, easy to understand product. Just One Lap did a great ...

ETF: Fees you can control

Kristia van Heerden 17 April 2019ETF Blog, Latest

From bank fees to taxes to brokerage and management fees, investing comes at a cost. When we talk about the real return of our portfolio, we mean the growth of our portfolio over a period of time, minus the inflation rate for the same period. However, that’s not the full story. The true return of ...

Video: Definitive Guide to Investment Costs

Simon Brown 11 April 2019Learn Investing, Power Hour, Video Invest, Webinar and Video

The Definitive Guide to Investment Costs We have to pay fees when investing, that’s unavoidable. But how much we pay is important as it impacts out long-term returns and knowing what they really are all about is equally important. Over the last two decades the war against fees has been a huge success. Back in ...

Comparing ETFs: Costs

Kristia van Heerden 3 April 2019ETF Blog, Latest

If two investments are exactly alike in every respect, the one with the lower fee will deliver greater returns. Over a 77-year investment career, a fee as small as 1% can cut your returns in half! Low fees are part of the reason we favour index-tracking investment products like ETFs. While ETF fees are thankfully ...

ETF: Understanding the CoreShares Proptrax SAPY

Kristia van Heerden 13 March 2019ETF Blog, Latest

The CoreShares Proptrax SAPY (PTXSPY) invests in the 20 most liquid property companies listed in South Africa. At least 15% of each company’s shares must be available to buy and sell at all times. In an ETF, liquidity matters because the ETF must be able to buy and sell shares as the company’s weightings change ...

ETF: The GLODIV as a global play

Kristia van Heerden 6 March 2019ETF Blog, Latest

Buying one ETF that lets you invest in as many companies as possible- across both emerging and developed markets- spreads your risk while allowing you to capitalise on growth in different regions. If you’re new to this community, you can find out why we favour this strategy by listening to the discussion and read the ...

ETF: Global property 40 in SA

Kristia van Heerden 27 February 2019ETF Blog, Latest

The S&P Global Property 40 index invests in the 40 biggest and most liquid property companies that fall within the S&P Global broad market index (BMI). In South Africa, both CoreShares and Sygnia offer ETFs that track this index. Global property investments typically offer a wider variety of property companies than local indices. Included in ...

Podcast: Equal weight needs your vote to be SMART

Simon Brown 21 February 2019Latest, WorldWide Markets

Making the CSEW40 SMART The CoreShares Equal Weight Top40 ETF (JSE code: CSEW40) has long been a favourite of mine, but now CoreShares want to change the ETF to a multi factor ETF under the code SMART. Those factors are; Value (portfolios of cheap shares outperform portfolios of expensive shares) Momentum (portfolios of recent share ...

ETF: CSEW40 – your vote factors

Kristia van Heerden 20 February 2019ETF Blog, Latest

On Monday CoreShares announced its intent to change the methodology and name of the CoreShares Equal-Weighted Top 40 (CSEW40). Holders of the CSWE40 will be given an opportunity to vote for or against the changes through their stockbrokers until 1 April. Should the changes be approved by 25% of CSEW40 shareholders, the new methodology and ...

ETF: Understanding the NewFunds NewSA ETF

Kristia van Heerden 13 February 2019ETF Blog, Latest

This week, we feature South Africa’s only broad-based black economic empowerment (B-BBEE) ETF. The NewFunds NewSA ETF invests in South African companies based on their B-BBEE compliance ratings. The product allows investors to back companies that are committed to transformative, ethical business practices that benefit the South African economy. Building wealth requires rational decision-making. Too ...