By Sherwin Govender, Business Development Manager at Glacier by Sanlam It's perfectly natural for clients to feel nervous about their investments, given the low-return environment over the past few years, and even more so when the client is nearing...
Building a share portfolio is like building a capsule wardrobe. According to Susie Faux, the owner of a London boutique called "Wardrobe" a capsule wardrobe is a collection of a few essential items of clothing that don't go out of fashion, such as...
By Emma Heap, Chief Growth Officer, 10X Investments Even if you feel a tinge of anxiety each time you see another news report about the damage high fees have done to someone’s retirement plans, you remind yourself that your financial adviser is an...
Under section 12J of the Income Tax Act, investors can invest in qualifying venture capital companies (VCCs) and receive a 100% tax deduction on the amount invested, as long as the investment is held for a period of five years. This has been a...
As the returns from Bitcoin and other cryptocurrencies hit stratospheric levels, Bitcoin scamsters have crawled out of the woodwork to take advantage, as the lure of big profits makes people less cautious and more willing to hand over their money...
New transformation fund offers black investors an opportunity to diversify their savings while building a new class of African businesses. We all know that the key to transformation in South Africa lies in the creation of black businesses across...
Testing out the iTradeGlobal demo platform on a teenager I still remember a conversation I had with my then 11-year-old son in January 2016. As we were hiking in the Drakensberg he told me he wanted to buy some oil. He had been listening to the...
Christopher Renwick, Attorney at Tax Consulting SA investigates the tax implications of making money from cryptocurrency. Although usually behind the global curve, South Africa seems to be keeping pace with the current Bitcoin trend. This is...
*This content is brought to you by Sanlam iTrade. An iTrade investor proves that you are never too old to start investing yourself, but why wait? I farmed in the bushveld and had a red brahman Stud. When I was 70 years old, I realised I will have...
There is always a frenzy to devour and dissect Warren Buffett’s shareholder letter and extract the freshest pearls of wisdom. This year was no exception, even though the pickings seemed a bit slim. On more leisurely reading, says Steven Nathan, 10X...
*This content is brought to you by Sanlam iTrade. Share investor Peter Imrie shares his story of being nearly ‘conned’ by a company selling trading software. In many cases the only ones who make money out of these computer-based trading programs are the sellers, not...
It is always easy to know the “right” decision in hindsight, but rather than regretting the past, we should remember why we made the decisions we did. As part of the #TradeMyWay competition, Tim O’Hagan shared his story about how he cashed in his Naspers share options...
*This content is brought to you by Sanlam iTrade. By Gerhard Lampen, Head: Sanlam iTrade Global equity markets in 1996 were in a very bullish mood and that included the JSE. It was in the time leading up to the dotcom bubble at the end of that decade. I was trading...
During my three years working for a stockbroking firm, I learned the difference between being an investor and being a speculator. During the time that I was responsible for setting up the retail trading desk, I saw firsthand the mistakes many private clients made when...
One of the more common questions I receive is “where should I invest?” The answer is not a simple one as proper financial planning requires a few questions to ascertain the correct investment objective and therefore the most appropriate product. For example, the first...
By Jacques Plaut, portfolio manager at Allan Gray The total market value of all bitcoins is US$80bn, which is more than the value of Richemont and triple the value of Anglo American. It is the topic on which we currently receive the most questions from clients. Before...
As the need for capital preservation and cautious portfolio positioning becomes more apparent, Head of Business Development at Foord Asset Management, Nick Curtin, unpacks the strategic stance Foord’s portfolio managers have adopted given the prevailing high-risk...
Tax-efficient products are an easy sell, but are you paying your tax benefit away in fees? With personal and investment taxes on the increase, high-net-worth individuals look to product offerings that can – legally – help them offset their tax liability. Endowment...
In late August I attended the Allan Gray Investment Summit which brought together a range of investment professionals. Most of the day was dedicated to experts discussing investment strategies and their top share picks. But it was the final speaker of the day, Morgan...
Forex trading has taken on mythical dimensions, with many believing it’s a way to trade themselves out of poverty and into riches. What is the truth? “I run an online share trading platform and I don’t consider myself a forex trader; in fact, I would not want to try...