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, ...
Podcast: The case against offshore investing
Download the audio file here Subscriber to our feed here Sign up for email alerts as a new show goes live Subscribe or review us in iTunes. Simon Shares Stor-age (JSE code: SSS) results were totally solid and in a very niche property space that is doing very well. When they listed a few people recommended them to me ...
Podcast: Factor-based investing
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.
Podcast: Is this the right type of investment for me?
Growing up, investments weren’t often a topic of conversation. Even so, I knew that people got rich from property. I don’t ever remember someone telling me this outright. I knew for sure we weren’t the people getting rich. Still, it’s just one of those “universal truths” I absorbed as a kid.
Podcast: The financial literacy test
If you secretly hate us but haven’t been able to find a different source of financial information, I have some great news! I found a Freakonomics Radio episode that summed up exactly the principles we champion on this show. In this episode, Simon and I take the financial literacy survey. It’s only three questions, but ...
Podcast: Getting to grips with S12J
Simon Shares Dual CEOs at Investec (JSE codes: INL / INP)? Market sells off and rebounds (a bit) and we're in correction territory (down 10%). The falling property stocks of Resilient, Nepi Rockcastle, ForstressB & Greenbay (JSE codes: RES, NRP, FFB & GRB) continue to trade down at the low levels they hit when Viceroy ...
ETF: Are cheaper ETFs better?
The local ETF market continues to expand. Greater competition in the space achieved what greater competition always achieves - lower prices. We’ll never complain about low investment costs, but having so many similar ETFs to choose from is causing some anxiety. If two index-trackers track the same index, the one with a lower TER will ...
Podcast: Rand protection for your portfolio
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 ...
Video: Wealth creation 101 (back to basics)
Wealth creation 101 (back to basics) Wealth creation 101 (back to basics) At its heart wealth creation 101 is easy. We buy assets (shares or ETFs) and hold them long term and watch as they increase in value and pay us while we hold them (dividends). But life and debt gets in the way and ...
Video: Investors are normal not rational
Investors are normal not rational Investors are normal not rational Replacing our bad investment habits with good habits will help us create wealth as we become more profitable investors - but investors are normal not rational. But when market uncertainty such as the recent Brexit vote in the UK, leads to market volatility as a ...