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ETF: Income ETFs III – Bonds and Preference Shares

Kristia van Heerden ETF Blog, Latest

In the first two posts in this series, we investigated dividend-hugging ETFs and listed property ETFs. While both of these are worth consideration when investing for income, both are listed instruments, which introduces volatility to your investments. This makes them more appropriate for investors with a longer investment horizon. For those nearing financial independence, debt ...
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ETF: Income ETFs II – Listed Property ETFs

Kristia van Heerden ETF Blog, Latest

The right type of income investment depends on two important considerations. The first is your investment horizon. Your asset allocation will depend on the amount of time you plan on being invested. The closer you get to cashing out your investment, the less volatility you can afford. The second is your tax situation. Income from ...
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ETF: Understanding the NewFunds ILBI

Kristia van Heerden ETF Blog, Latest

Being able to retire would be impossible if our investments didn't beat inflation over time. The NewFunds ILBI ETF (NFILBI) invests in inflation-linked government bonds in an attempt to preserve your buying power. As we explain here, inflation is when the prices of goods and services go up over time due to factors in the ...
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ETF: Understanding the SYGWD

Kristia van Heerden ETF Blog, Latest

Since this blog first appeared in February 2016, the local market hasn’t made you rich. Internationally, too, the markets haven’t exactly been sweeping us off our feet. Luckily for investors in this and other dollar-denominated ETFs, there has been plenty of currency movement; for offshore ETF investors a weak rand makes for a strong portfolio. ...
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ETF: Deutsche Bank ETF panic

Kristia van Heerden ETF Blog, Latest

South African ETF investors looking for offshore exposure have had a convenient vehicle in the Deutsche Bank x-tracker ETF products. We have been supporters of these products, both through personal investments in x-tracker ETFs and by recommending the ETFs to our users. Last week the global financial system was rocked by speculation that the German ...