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All I want for Christmas is

All I want for Christmas is Updated

What better topic for my last column of the year than to spend the holiday cheer with some cost-effective and financially savvy Christmas gift ideas. For those of our subscribers who don’t celebrate Christmas, not to worry – there is a little something here for you too: improving your financial wellness.

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End-of-year bonus trick or treat

End-of-year bonus trick or treat Updated

Since we are in the festive season consumerism mood, let’s explore all the treats that come with this time of year. Not only are there Christmas parties and presents but if you are fortunate enough you may even get an end-of-year bonus. Sorry to be the Grinch that stole Christmas but your bonus isn’t tax free. Let’s see how we can make your Christmas bonus an investment of sort and not just a treat. The trick is to plan for it.

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The ETF Monthly Review: November 2018

The ETF Monthly Review: November 2018

Welcome to this month’s ETF Review, a neat update of market news affecting ETFs, as well as a set of favourite funds chosen by the Intellidex team. We collaborate with Intellidex to bring you the latest insights on ETFs – probably the niftiest way to invest!

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New year, new savings

New year, new savings

It’s almost that time of the year again where people take leave for the festive season, eat copious amounts of food, sign up for the gym and over-use the phrase “new year, new me”. Something new to also look forward to is the Financial Mail 2019 Guide to Tax-Free Savings, put together by savetaxfree.co.za, that comes out on 25 January.

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We wish you a plastic Christmas

We wish you a plastic Christmas

I was walking through my favourite grocery store last week and of course like clockwork, the Christmas decorations and products were neatly shelved for the festive season consumerism. As I shopped for my favourite weekend treats, I reached the till and I was asked, do you have a store card?

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The lobola pay cheque

The lobola pay cheque

Let’s skip ahead a few years, you’re a fine young African man, you have a steady job, settled in a decent apartment and own a nice set of wheels. Most importantly you feel like you and Bae can finally take that next big step, but you don’t really know the price tag of that age-old tradition known as lobola.

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The ETF Monthly Review: October 2018

The ETF Monthly Review: October 2018

Welcome to this month’s ETF Review, a neat update of market news affecting ETFs, as well as a set of favourite funds chosen by the Intellidex team. We collaborate with Intellidex to bring you the latest insights on ETFs – probably the niftiest way to invest!

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Work, save, travel and repeat

Work, save, travel and repeat

Our daily routines can tend to feel like all we do is work, think about work and prepare for more work. You’re probably wondering, when do I get to spend my money on something fun for all the time I invest? Well great news! We’re going to walk through a way to plan a cost-effective holiday plan.

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The ETF Monthly Review: September 2018

The ETF Monthly Review: September 2018

Welcome to this month’s ETF Review, a neat update of market news affecting ETFs, as well as a set of favourite funds chosen by the Intellidex team. We collaborate with Intellidex to bring you the latest insights on ETFs – probably the niftiest way to invest!

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To credit or not to credit? The debt’s the question

To credit or not to credit? The debt’s the question

Have you noticed that the moment you start working the banks suddenly find you particularly attractive? They start calling you, out of the blue, to sign up for a credit card – that sexy piece of plastic that holds so much promise and peril. This is the key to buying anything you want. Right? Well the banks will tell you that, but be careful, it starts with buying a few items here and there until you find yourself sucked into the debt trap.

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ETF ANALYSIS: Industrials sector ETF

ETF ANALYSIS: Industrials sector ETF

Performance review: Industrials had a strong run over the past decade. The industrials index (J257) grew a staggering 254% surpassing financials (J580) and resources (J258) which grew 135% and -24% respectively.

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Exchange Traded Fund (ETF) Analysis: NewFunds NewSA Index Fund

Exchange Traded Fund (ETF) Analysis: NewFunds NewSA Index Fund

Performance review: The first half of 2018 has been mostly subdued for domestic equities. The JSE all share index surrendered some of the gains it made during the second half of last year. The poor first-quarter GDP numbers for South Africa and the uncertainty caused by the land debate seem to have dampened investor sentiment.

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That special something

That special something

Since we started our financial journey together, we’ve explored long-term savings concepts, geared mostly for your retirement. But what about that special something, those big-ticket items that everyone has to consider sooner or later?

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ETF ANALYSIS Standard & Poor Top 50 ETFs: CoreShares S&P Top 50 ETF and NewFunds S&P GIVI Top 50 ETF

ETF ANALYSIS Standard & Poor Top 50 ETFs: CoreShares S&P Top 50 ETF and NewFunds S&P GIVI Top 50 ETF

Performance review: The two ETFs invest in the 50 biggest companies on the JSE, which consist of a range of sectors. Effectively, therefore, their returns are tied to the performance of the broad market. Positive performances from Naspers and British American Tobacco (BAT) largely drove the indices over a five year period.

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ETF ANALYSIS Resource Sector ETFs August 2018

ETF ANALYSIS Resource Sector ETFs August 2018

Performance review: The resources sector has performed poorly over the past five years. It has returned a negative 2.44% a year for the past 5-year, while financials and industrials have grown by 14.81% and 16.69% respectively. However, the resource index benefited from its exposure to the likes of Sasol, BHP and Mondi, which mainly performed positively over the 5-year period.

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