Jsedirect With Simon Brown

Nerina Visser ETF strategist at ETFSA.co.zaWe discuss building an Exchange Traded Fund (ETF) portfolio with either; R300 monthly, R1,000 monthly or a larger lump sum. The end of the conversation is also around tax and in particular the R30,000 tax free CGT and how one can make use of it. ETFs and ETNs covered include; BBET40, DBXWD, PTXTEN, RMBINF, STXDIV, DIVTRX, LVLTRX and SBAEI. Q&A with Keith MaCachlan of Alpha Wealth and SmallCaps.co.zaA half session with listener driven questions. We cover different investment models, risk free rate, small cap liquidity risk, management, investing as an art or a science and more. Link for the weekA Dozen Things I’ve Learned from Joel Greenblatt about Value Investing Subscriber to our feed here or sign up for email alerts as a new show goes live or subscribe in iTunes.

Link for the week What Is a "Strong" Balance Sheet? Anthony Clark Analyst Vunani Securities His five small/midcap picks for 2015; Anchor Capital (ACG), Consolidated Infrastructure Group (CIL), Quantum Foods (QFH), Curro (COH) and Torre (TOR).

We’re back! After a six month sabbatical JSEDirect is back and running from JustOneLap coming to you every Thursday. We’re making some changes that we’ll detail in the weeks ahead. This week’s show is our annual predictions show with Marc Ashton, GM at Moneyweb, Keith Mclachlan, Small/Midcap fund manager at Alpha Wealth and Simon Brown from JustOneLap. We did our first predictions show in January 2014 and promised to revisit our predictions a year later (find that show here) and here we are marking our 2014 predictions and also making our 2015 predictions. Subscriber to our feed here.