ETF blog logo

ETF: Value ETFs unpacked

Kristia van HeerdenETF Blog, Latest

Effective 1 March 2023, this ETF  is now Satrix Value Equity ETF (JSE code: STXVEQ) Fans of Warren Buffett are most likely also fans of value investing. The concept is extremely popular due to its intuitive nature. First, you find a good company whose share price is below what the company is really worth. You ...
The Fat Wallet Show with Kristia van Heerden

Podcast: Saving for your kids is not enough

Kristia van HeerdenLatest, The Fat Wallet

So many Fat Wallet listeners are diligently setting money aside for their kids. We often field questions about investments and suitable investment vehicles for children. Being able to send your child into adult life with enough money is a noble aspiration. We don’t often encounter people who benefited from this type of financial leg-up, making ...
ETF blog logo

ETF: Total return ETFs explained

Kristia van HeerdenETF Blog, Latest

Note: New legislation regarding the availability of total return ETFs is expected in the first half of 2023 In this week’s Fat Wallet Show, we talk about the tax implications of investing in a total return ETF. In this article we’ll flesh out the discussion. We’ll explain what a total return ETF is, who might ...
The Fat Wallet Show with Kristia van Heerden

Podcast: Figuring out investment fees

Kristia van HeerdenLatest, The Fat Wallet

A few weeks ago I attended a 10X event in Johannesburg. Being a low-cost retirement annuity (RA)  provider, obviously much of the discussion centred around fees. Steven Nathan, who runs 10X, did an analysis of a statement sent by an old-school retirement product provider. He used the real example to illustrate how impossible it can ...
ETF blog logo

ETF: When companies fall out of the index

Kristia van HeerdenETF Blog, Latest

An ETF is made up of investments in a number of different companies. Many investors worry about the impact of the performance of a single share on the performance of the ETF. This is especially of concern in an ETF weighted by market capitalisation, where bigger companies have a bigger impact on the price movement ...
ETF blog logo

ETF: Stanlib lists tech ETF

Kristia van HeerdenETF Blog, Latest

With the local ETF space becoming more competitive, investors are starting to benefit from a growing number of niche ETF products. We can already buy ETFs based on the quality of the constituents or the momentum of the share price. Soon we’ll be able to buy companies whose share prices are considered cheap in the ...

Tax Tuesday: Capital Gains 101

De Wet De VilliersLatest, Tax Tuesday

To best explain how capital gains tax (CGT) is calculated, we’ll detail each part of a single transaction. When calculating CGT, ‘base cost’ and ‘proceeds’ are important. Base cost refers to the amount you paid for the shares. Proceeds is the amount you receive for selling your shares. In our example, you bought 250 shares ...
ETF blog logo

ETF: How local is your Top40?

Kristia van HeerdenETF Blog, Latest

Geographical earnings is an important consideration when putting together an ETF portfolio. Avoiding over-exposure to a particular region protects your portfolio from geopolitical instability. Local pension and retirement annuities (RAs) have to be Regulation 28 compliant. Until a week ago, 75% of these funds had to be invested locally. Add an ordinary Top 40 ETF ...