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ETF: Should I consolidate my ETF portfolio?

Kristia van HeerdenETF Blog, Latest

So, you went a little overboard with the new ETF listings. Currently your portfolio has a tiny bit of exposure to 30 ETFs. You’ve officially earned your rookie investor badge. Well done! Now that you’re All Grown Up, you are ready to be more strategic with your ETF investments. Should you consolidate your thousands of ...
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ETF: Understanding the iTrix FTSE 100 ETF

Kristia van HeerdenETF Blog, Latest

The Sygnia iTrix FTSE 100 ETF (SYGUK) gives investors exposure to the 100 largest companies on the London stock exchange. The index, which launched at 1000 points in 1984, is weighted by market capitalisation and represents 81% of the United Kingdom market. Trading on the JSE in rands, the portfolio currency remains British pounds, giving ...
The Fat Wallet Show with Kristia van Heerden

Podcast: Factor-based investing

Kristia van HeerdenLatest, 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.

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ETF: Six questions to answer before buying an ETF

Kristia van HeerdenETF 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 ...

Money Hacks: Bonds to cover your funeral

Kristia van HeerdenLatest, Money hacks

UPDATE: As of 1 October 2018, savings bonds no longer bypass deceased estates. Find more information here.
At our most recent Power Hour, One Lapper Chris pointed out that government retail savings bonds pay out to your dependants when you die. He suggested using these as an alternative to funeral policies.