The Fat Wallet Show with Kristia van Heerden

Podcast: Where budgets fail

Kristia van HeerdenLatest, The Fat Wallet

STXWDM as the one ETF to rule the world. The argument for ASHGEQ is more diversification + emerging market exposure. The argument for STXWDM is lower fees. DOES STXWDM + STXEMG GIVE THE BEST OF BOTH? The argument against STXEMG could be too much Tencent exposure. In episode #72 Simon did some math and determined…

STXWDM

Simon BrownETF Data

        Satrix MSCI World Feeder ETF Type: Passive ETF JSE code: STXWDM Search Just One Lap for more on this ETF Benchmark: MSCI World Net Total Return Index Classification: Global Equity Tax-free investing: Allowed (What is tax-free?) Market cap: R24.2 billion TIC (TER where TIC not indicated): 0.27% (What is TER?) Distribution:…

The Fat Wallet Show with Kristia van Heerden

Podcast: If not equities, what?

Kristia van HeerdenLatest, The Fat Wallet

…out… I have life insurance for my kids… and a will… I max out my RA annually. This is with 10X now, at 75% local exposure? (Reg. 28) I don’t want any more developing market (or RSA) exposure. Because I don’t want further rand exposure than already in my RA, I believe the STXWDM is…

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Top ETF returns for 2021

Simon BrownETF Blog, Latest

…+32.0% CoreShares S&P 500 CSP500 +31.3% Sygnia Itrix MSCI US SYGUS +30.8% 1nvest Global REIT ETF ETFGRE +28.9% CoreShares SAProp CSPROP +28.0% Satrix MSCI World ESG ETF STXESG +27.7% Satrix MSCI World Feeder STXWDM +27.2% Simon * Data all year-to-date 7 December 2021. ETF blog   At Just One Lap, we are big fans of…

The Fat Wallet Show with Kristia van Heerden

Podcast: ETF pricing and side hustle tax

Kristia van HeerdenLatest, The Fat Wallet

…and STXWDM aren’t equal, asks listener Gerhard Jacobs this week. Simon and I discuss the impact of dividend reinvestment on price, as well as the unreliable nature of the closing auction price. If two #ETFs track the same #index, why would their prices be different? And how do you run a #tax efficient side #hustle?…