In a recent report from ETF.com data released shows that the US have had $250 billion worth of cash inflows into ETF's during 2017 alone!
According to an estimate by The New Yorker, around 20 percent of the market in the US is made up out of JUST ETF's.
And “When you factor in “closet indexing”—when individual or institutional investors pursue indexing strategies without declaring... ››› more
There are just two certainties in life: Death and taxes. Unfortunately, these are also the two topics people find most unpleasant to think about.
For higher net worth individuals, understanding your taxes is almost as important as understanding investments. If you're a high income earner in South Africa, a return of 11% can be equal to one of 20% under the correct tax treatment.
Many reader... ››› more
Around decades ago, offshore investing was only available to ultra-high net worth investors; but we've come a long way since then.
Now you can invest in markets across America, Asia, Africa…you name it.
And this makes the idea of offshore investing not only interesting, but downright exciting too.
However, just as there are endless opportunities out there for you to choose from, ther... ››› more
Before we jump into what the market did and what you should look out for this week, I would like to mention a few interesting retirement articles you should consider reading.
This week's Business Times had some excellent articles by Laura du Preez on Retirement Planning, take note of the following:
New disclosure of RA costs is highlighting rampant abuse in this area
How a ... ››› more
These days with the internet and the wealth of information out there everyone wants to run their own portfolio. And who better to do that, as nobody else cares more for your money than yourself?
The fact is, anyone can manage a stock portfolio.
Just like anyone can drive a car.
But in the same way, it doesn't mean you won't hit a tree or slide off of the road every once in a while.
... ››› more
Investing for income is a wonderful thing.
Income is what gives you the freedom to enjoy your life.
Income supercharges your retirement savings.
More importantly, income is what you need to ensure you and your family live a comfortable life.
So what's really the best form of income?
Dividends are “rewards” you get for investing in stocks. And they're vital to... ››› more
Last week's interest rate cut of 25 basis points (0.25%) has boosted retailers and shares with high debt levels. Improving sentiment and the prospect of a boost to economic growth provided support for the Rand.
Earning season is in full swing, as of Friday, 19% of the companies in the S&P 500 had reported results for Q2 2017 and 73% had beaten earnings and sales expectations.
In the we... ››› more
What if I told you, that you could get a big business for free? You don't have to put money down, but you'd own a portion of a franchise store, a farm or a factory…
Sounds too good to be true.
But the fact is, right now there are scores of opportunities like this on the JSE.
I call them “No money down shares”.
Simply put, these are companies where if you pay for a portion of ... ››› more
Like many of you, I receive a lot of emails every day.
Usually, my inbox is filled with new investment ideas from some of the world's best financial publications - Daily Wealth, Sovereign Society, Capital & Conflict, Motley Fool to name a few.
While I was reading, trying to find new investment ideas to share with my readers, one email in particular caught my eye.
And I just had to shar... ››› more
Global stocks are making record high after record high on the back of monetary policy that remains accommodative globally, inflation that's surprisingly low, the oil price below $50 and improving manufacturing data.
All this positivity is feeding into investor sentiment and it appears the rally that started out as a “Trump Bump” is growing stronger daily.
Locally, it's all about confid... ››› more
WTI Crude oil hit a low of $22 a barrel in early 2016. It then rose for much of the year, ending the year at $53.
But since the start of 2017, the oil price is down around 12% to $46.60.
So, with the oil price at lows, should you look at investing in the oil sector again?
Is demand growing fast enough or is supply still too high?
Get everyt... ››› more
The revolution in electric vehicles set to upturn industries from energy to infrastructure is also creating winners and losers within the world's biggest commodities markets.
When Tesla first passed Ford's market cap, it was a big deal.
The bigger news came later, when the electric automaker passed General Motors.
Now Tesla's technological revolution in electric cars has paid off again.... ››› more
Global markets have retreated over the past week as tensions rose on Trumps threats directed at North Korea.
Tensions will subside and global markets will continue their rallies on the back of positive earnings surprises.
The big earnings release for our market will be Tencent's (due to Nasper's stake in it) that will be released in the early hours of Wednesday.
All 32 major analysts tha... ››› more
The gold price in rand terms just hit its highest levels since April this year.
It has averaged around R16,400 per ounce for 2017, with a spike to R17,600 in April following Pravin Gordhan's axing.
More recently, the rand has weakened following yet another unsuccessful vote of no confidence in President Zuma.
At the same time, the dollar price of gold spiked with tensions between the U... ››› more
Over the past three years, the JSE's Financial index would've made you around 7%.
The JSE's Industrial's index would've returned around 27%, and had you invested in the Resources Index, you'd have lost a whopping 38% over the same period.
Clearly, you need to pay attention to where you're investing if you want to make money in today's tough market.
So, as we're heading into the last qu... ››› more
Disclaimer Note that FSP Invest, a division of Fleet Street Publications (Pty) Ltd, is a research house and not a registered broker, financial advisor or financial service provider. Our editors and customer services teams also do not give personal investment advice. The advice in this website is general advice only and may not be appropriate to your particular investment objectives, financial situation or particular needs, so before investing or if in any doubt about your personal situation, you should seek professional advice from a stockbroker or independent financial adviser authorised by the Financial Services Board.
We research our recommendations and articles thoroughly, but disclaim all liability for any inaccuracies or omissions found in this publication.
Remember: Never invest more than you can afford to spare and that the value of any investment, and the income derived from it, can go down as well as up. The past is not necessarily a guide to future performance.
Editors or contributors may have an interest in investments commented on in this newsletter. However they have signed restraints to prevent the abuse of their position as contributors to this publication.