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ETF: Understanding the CoreShares Preftrax ETF

Kristia van Heerden ETF Blog

 Investments make money in one of three ways - dividend income, capital gains or interest. When investing in a debt instrument, income from interest (sometimes called coupons) is what you can expect. This week’s featured ETF is a good option for investors who hope to earn an income from their investments. The CoreShares Preftrax ETF ...
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Comparing ETFs: Asset classes

Kristia van Heerden ETF Blog, Latest

Investing is about more than just shares. There are a number fo different asset classes we can buy and this article digs into the details.

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ETF: How to read your MDD holdings

Kristia van Heerden ETF Blog, Latest

Inside each ETF is a number of companies. Comparing the sectoral and top 10 exposure of these ETFs will help you understand where exactly your money is going. Here we help you unpack your sectoral exposure and the top 10 holdings in your MDD. The point of this exercise is to avoid concentration risk.

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ETF: How to buy the whole world

Kristia van Heerden ETF Blog, Latest

In this episode of The Fat Wallet Show, Simon and I discussed the merits of a single ETF strategy based on this Lars Kroijer video. By the end of the episode I land on an ETF investment strategy that is simple and easy to implement. I want exposure to all the world’s markets, weighted by ...
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ETF: A place for new ETFs in your portfolio

Kristia van Heerden ETF Blog, Latest

While ETFs started out as broad-market products weighted by capitalisation, local ETF issuers have also ventured into more complex index methodologies to offer something for every taste. Here we explain more about these ETFs so you can decide if they have a place in your portfolio.

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ETF: Satrix offers ethical ETFs

Simon Brown ETF Blog, Latest

Environmental, social & governance (ESG) has become the investing buzz phrase in 2020 as the new theme for investors. Environmental metrics cover climate risks, natural resources scarcity, pollution and waste, and environmental opportunities. Social metrics include labour issues and product liability, risks such as data security, and stakeholder opposition. Governance refers to items relating to ...
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ETF: Bonds in your ETF portfolio

Kristia van Heerden ETF Blog, Latest

Danish fund manager and author Lars Kroijer advocates for a simplified do-it-yourself investment strategy comprising of two simple investments. The first is an ETF with global exposure. The second is bonds with a time horizon similar to our investment horizon. For the ETF, the Ashburton 1200 caught our attention because it offers a small amount ...
Pro-active passive management

Video: Pro-active passive management

Simon Brown JSE Power Hour, Video Invest, Webinar

Nerina Visser of etfSA is one of the foremost Exchange Traded Fund (ETF) experts in South Africa and while Just One Lap takes the one ETF to rule them all approach, Nerina takes a much more nuanced approach. In this JSE Power Hour Nerina focuses on how to analyse and evaluate individual ETFs for their suitability for ...