ETFs Archives - Page 2 of 4

ETF: Understanding the SYGUK ETF

Kristia van Heerden 24 April 2019ETF Blog, Latest

Back in 2016, the Sygnia iTrix FTSE 100 was one of Nerina Visser's preferred ETFs. The FTSE 100 index tracks 100 companies listed in London. At the time the world was a hot mess. The United Kingdom had just voted to leave the European Union. Deutsche Bank, who issued the FTSE 100 ETF until then, ...

ETF: Understanding the Ashburton Top40

Kristia van Heerden 12 December 2018ETF Blog, Latest

Investing in South Africa’s 40 biggest companies is a wonderful first step if you’re just starting out. By investing in the 40 biggest companies listed on the JSE, you get exposure to different sectors and even asset classes through listed property companies. The Ashburton Top40 ETF gives you a chance to do all of that ...

ETF: Understanding the Ashburton Inflation ETF

Kristia van Heerden 23 October 2018ETF Blog, Latest

South African household budgets are straining under rising costs in an exceptionally unpredictable market. Bonds are a safe and easy way for cash-strapped investors to protect their money from inflation and volatility. This week, we see what the Ashburton Inflation ETF has to offer. As we explain here, governments use bonds to borrow money from ...

ETF: Understanding the SYGUS

Kristia van Heerden 17 October 2018ETF Blog, Latest

Whether you’re a Millennial looking to invest in selfie stocks (we call dibs on that phrase) or a Dallas-loving Baby Boomer hating on the rand, the SYGUS ETF is for you. The name on the birth certificate is actually the Sygnia Itrix MSCI US ETF, but we don’t appreciate such prolixity in investment products. Aside ...

ETF: Wealth for three generations in one tax-free account

Kristia van Heerden 8 August 2018ETF Blog, Latest

We often talk about the impact of time on your investments. As Stealthy Wealth illustrated, a single tax-free account (TFSA) maxed out over 15 years can set you right for retirement if you give it time. Imagine what a tax-free investment can do over the course of a few generations. The below email from One ...

ETF: How ETFs make money

Kristia van Heerden 18 July 2018ETF Blog, Latest

We all love ETFs but the question we get all the time is how do they make money? This week we dig into how ETFs work and how they make money for us.

ETF: Where should I invest my dividends?

Kristia van Heerden 11 July 2018ETF Blog, Latest

Nothing warms our hearts more than a chunky dividend. With distributions heading our way next week, it’s time to think about how to put those bad boys to work. Cashing out is for the old Dividends are the reason compounding can apply to investing. Without it, you can only count on share price movements for ...

ETF: 40 vs RAFI

Kristia van Heerden 4 July 2018ETF Blog, Latest

Smart beta and factor-based ETFs are all the rage at the moment. The Satrix RAFI 40 ETF is the grandfather of factor-based ETFs on the JSE. Listing in November 2008, the RAFI has underperformed the Top 40 total return index by less than a percent. A slight under-performance might not be the strongest sales pitch, ...

ETF: Year-to-date going nowhere

Kristia van Heerden 27 June 2018ETF Blog, Latest

Warning: This post contains very bad news. Do not read if depressed, broke or pregnant (just in case). We are officially 26 weeks into 2018. If you had high hopes for your portfolio, as I did, prepare to be crushed. So far, a lucky few ETF investors have earned more or less what a bank ...

ETF: REIT ETFs and income

Kristia van Heerden 6 June 2018ETF Blog, Latest

Last week we discussed some of the challenges of investing in dividend-centric ETFs. To recap, it’s incredibly difficult to predict when companies will pay dividends. Since index-tracking products are entirely rules-based, filtering for an unpredictable factor like whether the board is in the mood is tricksy. The CoreShares Divtrax ETF tries to eliminate this uncertainty ...