Under the hood of a passive robo-advisor

Video: Under the hood of a robo-advisor

Simon BrownPower Hour, Video Invest, Webinar and Video

Putting together a state of the art advice algorithm requires some serious data crunching. Analysing over a hundred year’s worth of data teaches one a thing or two about markets and trends. In this presentation, Grant Locke, the brains behind OUTvest, shares some of the incredible insights he’s gained in the process of putting together ...
Pro-active passive management

Video: Pro-active passive management

Simon BrownPower Hour, Video Invest, Webinar and Video

Nerina Visser of etfSA is one of the foremost Exchange Traded Fund (ETF) experts in South Africa and while Just One Lap takes the one ETF to rule them all approach, Nerina takes a much more nuanced approach. In this JSE Power Hour Nerina focuses on how to analyse and evaluate individual ETFs for their suitability for ...
JSE Direct with Simon Brown

Podcast: It’s not ok to just be your best

Simon BrownJSE Direct, Latest

Simon Shares Woolies* (JSE code: WHL) update is same old same old. Local food doing great, fashion okay and Australia still under pressure with the refurbishments due to end March 2020. Brait (JSE code: BAT) announces a large recapitalisation with a cR5.5billion rights issue at a 27% discount to the share price and about 60% ...
ETF blog logo

ETF: Understanding the Ashburton 1200 ETF

Kristia van HeerdenETF Blog, Latest

This ETF is now owned by FNB and the code is FNBEQF. Once we start investing, most of us are in pursuit of the perfect investment. What we want, of course, is the unicorn that goes to the moon the day after we invested. Luckily, we understand our ability to find that needle in the ...

Wealthy Maths: The Rule of 72

Stealthy WealthLatest, Wealthy Maths

The Rule of 72 is a quick and easy way to figure out how long something will take to double in value at a given interest rate. The calculation is simple: If you have a percentage growth rate (e.g., investment returns, interest rate or inflation), divide 72 by the expected rate of growth to work ...
ETF blog logo

ETF: Understanding the NewFunds ILBI

Kristia van HeerdenETF Blog, Latest

Effective 1 March 2023, this ETF  is now the Satrix ILBI ETF (JSE code: STXIFL) Being able to retire would be impossible if our investments didn't beat inflation over time. The Satrix ILBI ETF (STXIFL) invests in inflation-linked government bonds in an attempt to preserve your buying power. As we explain here, inflation is when ...