offshore Archives - Page 2 of 3

ETF: Understanding the SYGUS

Kristia van Heerden 17 October 2018ETF Blog, Latest

Whether you’re a Millennial looking to invest in selfie stocks (we call dibs on that phrase) or a Dallas-loving Baby Boomer hating on the rand, the SYGUS ETF is for you. The name on the birth certificate is actually the Sygnia Itrix MSCI US ETF, but we don’t appreciate such prolixity in investment products. Aside ...

Podcast: The case against offshore investing

Simon Brown 14 June 2018JSE Direct, Latest

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 ...

ETF: How local is your Top40?

Kristia van Heerden 28 February 2018ETF 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 ...

Community post: Buying ETFs offshore

Web Admin 8 December 2017Community post, Latest

This post was submitted by a Fat Wallet listener on 4 December. The writer has granted Just One Lap permission to publish this email. I had no problem opening a custody trading account with www.DeGiro.ie which has no platform fee and provides direct access to purchase almost anything you can imagine from a multitude of regions and exchanges. ...

The Fat Wallet Show with Kristia van Heerden

Podcast: Offshore ETFs and currency moves

Kristia van Heerden 22 May 2017Latest, The Fat Wallet

Back in the bad old cabinet reshuffle days, I made some money trading my tax-free savings account. In that account, I was invested in the DBXWD and CSP500. The cabinet reshuffle led to a nauseating drop in the rand. The currency drop, in turn, resulted in an elating increase in the value of my dollar-denominated ...

Podcast: Rand protection for your portfolio

Simon Brown 30 March 2017JSE Direct, Latest

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 ...

Podcast: How do we get smarter?

Simon Brown 12 May 2016JSE Direct, Latest

How do we get smarter? How do we get smarter? Simon Shares Calgro M3 (JSE code: CGR) results were great. We're seeing operational leverage coming through and a lot of projects seem to have only added a modest amount in this year with more coming in the new financial year and the memorial parks look ...

Podcast: Where to invest offshore?

Simon Brown 28 April 2016JSE Direct, Latest

Where to invest offshore? Where to invest offshore? Simon Shares Pick n Pay (JSE code: PIK) results show the turn around is very much working albeit the stock remains very expensive. But the margins are still way to slim at 2% and less than half that of Shoprite (JSE code: SHP). This has to be ...

Video: Profiting in a volatile market

Simon Brown 14 April 2016Learn Investing, Power Hour, Webinar and Video

Profiting in a volatile market Profiting in a volatile market With more than a decade experience in the stock market and a regular in the media, Gary Booysen from Rand Swiss presents this JSE Power Hour. Gary will be helping us understand not only the current local and global market trends but he also focuses on volatility. ...

Video: Investing for income

Simon Brown 12 March 2016Learn Investing, Power Hour, Webinar and Video

Investing for income In this video Just One Lap founder Simon Brown looks at investing for income, more than just a retirement strategy. We can use income from investments to live on but importantly it can also be used to add to existing or new investments. Typically a portfolio gets income from three sources; sales, ...