The Fat Wallet Show with Kristia van Heerden

Podcast: If not equities, what?

Kristia van HeerdenLatest, The Fat Wallet

We can all assume the chief economist at Stanlib knows a thing or two about the world. Imagine my alarm when I read he thinks we need to fall out of love with equities. Thankfully the headline was just clickbait and Kevin Lings said nothing about Bitcoin. If you let yourself read beyond the headline ...
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ETF: Understanding the Satrix INDI

Kristia van HeerdenETF Blog, Latest

The Satrix INDI is an ETF with a difference. This week, we look at the benefits of excluding banks and mines from an ETF and what that means for your portfolio. Banks and mines play an important role in the South African economy, which is why many of our indices include big mining and banking ...
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ETF: Understanding the Ashburton Inflation ETF

Kristia van HeerdenETF Blog, Latest

South African household budgets are straining under rising costs in an exceptionally unpredictable market. Bonds are a safe and easy way for cash-strapped investors to protect their money from inflation and volatility. This week, we see what the Ashburton Inflation ETF has to offer. As we explain here, governments use bonds to borrow money from ...
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ETF: Understanding the NewFunds ILBI

Kristia van HeerdenETF Blog, Latest

Effective 1 March 2023, this ETF  is now the Satrix ILBI ETF (JSE code: STXIFL) Being able to retire would be impossible if our investments didn't beat inflation over time. The Satrix ILBI ETF (STXIFL) invests in inflation-linked government bonds in an attempt to preserve your buying power. As we explain here, inflation is when ...
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ETF: Six questions to answer before buying an ETF

Kristia van HeerdenETF Blog, Latest

A strong investment strategy is a critical part of any attempt at successful investing. When you have a record of why you chose a certain type of investment, you are better equipped to handle the inevitable curveballs the market will throw at you. Without an investment strategy, you might be tempted to jump ship at ...
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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 ...
The Fat Wallet Show with Kristia van Heerden

Podcast: Optimal diversification strategy

Kristia van HeerdenLatest, The Fat Wallet

Aside from low cost and simplicity, ETFs are appealing because diversification is built in. When you invest in the 40 biggest South African companies, you invest in different sectors and different regions. You even get a degree of asset diversification in the form of property stocks. Episode 48. 48 minutes long. @simon_brown_za doesn't think I ...
Rand protection for your portfolio

Podcast: Rand protection for your portfolio

Simon BrownJSE 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 ...
Momentum portfolio update

Momentum portfolio update end September 2016

Simon BrownLatest, Learn Trading, Portfolio update

Momentum portfolio update end September 2016 Momentum Portfolio update Update for the period ending 30 September 2016. Find the portfolio details, methodology and previous returns here. For the seven months ending September (remember we enter the new portfolio on 1 March) the return is -0.1% including all costs and dividends receive. Below is a screenshot of ...