Tag: investment portfolio

In an exciting recent development, National Treasury published a set of draft Tax and Revenue Law Amendment Bills, together with accompanying Explanatory Memorandums thereto, for public comment. These draft bills contained a host of robust proposed changes to tighten certain loopholes and inconsistencies in South Africa’s tax laws.

Despite great strides being made towards shaping a more diverse and equitable future for the world of investment, many women still underestimate their abilities. A growing body of research, however, suggests that women’s natural traits may in fact put them at a significant advantage compared to their male counterparts.

The renowned behavioural finance research duo, Barber and Odean, published a paper in 2001 entitled Boys will be boys that ruffled a few feathers. The duo studied and reported on the performance difference males versus females generated on their investments. Not only did they find a statistically significant difference in favour of women, but they also found that men had better investment performance in the mere presence of women.

This vidcast takes an in-depth look at luxury stocks, luxury brands, and the investment case that exists for the market locally and globally. We highlight any preferred investment opportunities identified by our community and peers and share thoughts and opinions on those. Important developments and consumer awareness conversations are also covered.

No Worries shows how anyone can live a stress-free financial life and build wealth for the long term. This is not about millions of tiny decisions that drain the joy from life, like skipping daily coffee to save a few bucks. And it’s not simply about having more money.

Warren Buffet’s favourite holding period for a stock is “forever”, but even he acknowledges there are valid reasons for selling a stock. Deciding when to sell a stock is something both professional and retail investors grapple with. In fact, it’s accepted wisdom that it is psychologically easier to buy a stock than to sell one.

When we think about estate planning, we think of a plan outlining a tax-efficient way to deal with our assets when we pass away. Instead of viewing this as a ‘death plan’, try to think of it as a ‘life plan’ – a strategy created during your lifetime to ensure that your wishes are fulfilled, and that your loved ones benefit as intended after you pass away.

Traders and investors must overcome many hurdles in order to succeed. Among the most common of these hurdles are emotional pitfalls such as fear and greed, and behavioural shortcomings such as impulsivity. Neuroeconomics – a relatively new discipline – may hold the key to understanding the neural processes that govern the way traders make decisions, and assist them in making the right ones.

For most people, purchasing a home represents the largest investment they will ever undertake, and carries emotional significance as a symbol of stability, security, and achievement. Property can offer much more than just a place to live – and it can also be a powerful investment vehicle capable of generating wealth, providing liquidity, enhancing cash flow, and diversifying one's portfolio.

Although decarbonising an investment portfolio is a multi-faceted, multi-stage exercise, it needn’t be complicated. Adding the dimension of sustainability – in this case, decarbonisation – to your portfolio construction process does not mean changing your approach entirely.