factor based investing Archives

ETF: Understanding the NewFunds Momentum Equity ETF

Kristia van Heerden 9 December 2020ETF Blog, Latest

Effective 1 March 2023, this ETF is now the Satrix Equity Momentum ETF (JSE code: STXEQM) There is no upper limit to the potential performance of a share. It's unintuitive, but it's true. A share price that has gone up 100% can go up another 200% and then 300% after that. Share prices are determined ...

Comparing ETFs: Methodology

Kristia van Heerden 17 June 2020ETF Blog, Latest

ETF methodologies are getting smarter and our investible universe now includes the whole world. With a growing number of investment options, choosing the best ETF for your portfolio requires a fair bit of digging. ETF methodology is your shovel. ETF methodology JSE investors can choose between ETFs weighted by market capitalisation and smart beta ETFs. ...

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 ...

The Fat Wallet Show with Kristia van Heerden

Podcast: Factor-based investing

Kristia van Heerden 7 May 2018Latest, The Fat Wallet

Factor-based investing is nothing new. The idea that certain shares will give higher returns over time is the premise behind the entire asset management industry. Factor-based ETFs are as interesting for their weighting as their methodology. In this episode, we talk about whether factor-based investing has a place in passive investing.

ETF: Six questions to answer before buying an ETF

Kristia van Heerden 2 May 2018ETF Blog, Latest

A strong investment strategy is a critical part of any attempt at successful investing. When you have a record of why you chose a certain type of investment, you are better equipped to handle the inevitable curveballs the market will throw at you. Without an investment strategy, you might be tempted to jump ship at ...