portfolio Archives - Page 2 of 7

ETF: Commodity ETFs in your portfolio

Kristia van Heerden 12 August 2020ETF Blog, Latest

Commodities tend to give investors a sense of security. Gold is especially popular during political and economical turmoil as the current COVID rally is making abundantly clear. The presence of a tangible asset at the other end of the transaction is comforting to those who are at all times geared for the apocalypse. While it’s ...

ETF: Understanding the CoreShares Global Property ETF

Kristia van Heerden 5 August 2020ETF Blog, Latest

Fortunately the abysmal performance of the local property sector is not the symptom of a global problem. The CoreShares S&P Global Property (GLPROP) exchange-traded fund (ETF) offers property lovers an opportunity to enjoy the security of a physical investment and steady income in developed economies. Unlike local ETFs that invest heavily in commercial real estate ...

Video: Pandemic portfolio management

Simon Brown 16 July 2020Power Hour, Video Invest, Webinar and Video

Ringing in the new decade, few people thought by July 2020 we’d be living through a dystopian nightmare. And yet, the dramatic impact of Covid-19, global lockdowns and the accelerated rise of global protectionism has fundamentally changed the world we live in. But, while you may have assumed financial markets would react negatively, many client’s ...

Video: Trading 101, Managing risk

Simon Brown 15 July 2020ThinkMarkets

In the third in this series, Simon Brown covers the very important aspect of managing risk as a trader. He covers; Stop loss ~ what, where how and why? Position size ~ the 2% rule Portfolio risk ~ Elders 6% rule and 3x geared [adrotate banner="6"] Standard Bank Power Hour: Getting Started in Shares18 April ...

ETF: Satrix China in IPO

Kristia van Heerden 8 July 2020ETF Blog, Latest

ETF issuer Satrix is in the process of listing a new Chinese exchange-traded fund (ETF). Until 14 July 2020, ETF investors seeking access to the Chinese economy can pick up ETF units at no brokerage cost in the initial public offering (IPO). Considering China is the second-largest economy in the world, gaining access to that ...

ETF: Concentration risk in ETFs

Kristia van Heerden 27 May 2020ETF Blog, Latest

In an ETF weighted by market capitalisation, your exposure to companies with rising value will increase as share prices rise, and decrease as share price falls. The risk is that over time your overall portfolio could inadvertently become over-exposed to a single sector or even share.

The Fat Wallet Show with Kristia van Heerden

Podcast: 200 Fat Wallets!

Kristia van Heerden 18 May 2020Latest, The Fat Wallet

As we mentioned at the top of the show, today’s episode was made possible by a new financial education initiative by Momentum-Metropolitan. You can play the FinEazy game here and register for the story-driven educational programme called FunDza here. This is the 200th time Simon Chuckles Brown and I sit down to record a Fat ...

Podcast: Restructuring my portfolio

Simon Brown 30 January 2020JSE Direct, Latest

Simon Shares Correction, last week I said Naspers got some R100billion from selling Prosus shares. It was more like R22billion. Apple (NYSE code: AAPL) results knocked it out the park, again. Profits up 11% to US$22.2billion, EPS up 19% to US$4.99 and revenues up 9% to US$91.8billion (US$1billion revenue for each trading day in the ...

Podcast: Understanding a risk parity portfolio

Simon Brown 12 December 2019JSE Direct, Latest

This podcast brought to you by Absa CIB Len Jordaan, Index and Structured Solutions, Absa CIB Simon and Len delve into understanding risk and how it applies to your Exchange Traded Fund (ETF) selection, both as a basket of different ETFs you put together but also as to which individual ETF you may be buying ...

ETF: Understanding the Satrix Emerging Market ETF

Kristia van Heerden 7 August 2019ETF Blog, Latest

While South Africa itself is an emerging market, local investors hoping to access other emerging economies have had limited options in the past. These days, we can conveniently access emerging market economies, including the economies of our neighbours, using ETFs. Tip: We discuss the difference between developed and emerging economies in this podcast. 2017 saw the ...