…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
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:…
Podcast: If not equities, what?
…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…
ETF: Understanding the Satrix MSCI World ETF
…movements. In addition to 63.15% exposure to the dollar, the ETF also has 10.72% exposure to the Euro and 8.30% exposure to the Japanese Yen. The greatest news is that the TER is only 0.35% per year, making it the cheapest ETF with worldwide exposure around. ETF name Satrix MSCI World ETF JSE code STXWDM…
Top ETF returns for 2021
…+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…
Podcast: ETF pricing and side hustle tax
…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?…
Podcast: How to buy a house
…They are both about a year old. Instead of paying out the dividends, the Satrix ETF will simply raise the ETF price by the dividend amount. I can only see this if I overlay the STXWDM and SYGWD charts, squint, and use plenty of imagination. A year is a very short timeframe to see a…
Podcast: How to set portfolio up for financial freedom
…have: – Started a maxing my TFSA which I spilt 70/30 between STXWDM and STXEMG – I have created a sizeable emergency fund, which already saved me on one occasion – Started some discretionary investments in the ETF space – Moved my RA from a advisor-fee stacked unit trust to 10X. I’ve stopped contributing to…
Podcast: When should I care about performance?
…STXWDM – STXNDQ – STX500 – PREFTX – PTXTEN – Standard Bank Rhodium ETF – Standard Bank Palladium ETF I also bought equity shares via EasyEquities in Discovery and Shoprite. Lastly you spoke about Bond ETFs. Any recommendation to which one will be suitable with a portfolio like mine? Lavinia And if I haven’t said…
Podcast: What happens to my investments in a market crash?
…speculative smaller caps) on OST, an Allan Grey RA and a small amount in STXWDM. Jonathan My financial advisor friend says the better funds in SA have a proven track record of 10 years beating the index Because 10x reports before fees while all other funds report after fees, 10x is obscuring a true comparison….


