The Personal Finance series with Warren Ingram

How to use exchange-traded funds (ETFs) in your portfolio

We track the index and the performance should be exactly the same, over time.

Helena Conradie, Satrix

On average, 10% to 15% of active managers beat the market.

Simon Brown, Just One Lap

Debit orders are your friend… we think we are disciplined, but we are not…

Candice Paine, Satrix

An exchange-traded fund (ETF) is an investment fund that trades on the stock market.

An ETF holds assets such as shares, commodities, bonds, etc.

Most ETFs track an index (e.g. the Top-40 index).

One advantage of ETFs is their low costs.

ETFs trade like normal shares.

The price of an ETF rises and falls during the day as it is traded.

The Money Show’s Bruce Whitfield interviewed Simon Brown (Financial Educator at Just One Lap), Candice Paine (Strategist and consultant at Satrix) and Helena Conradie (CEO at Satrix) for his weekly personal finance feature.

Whitfield asked them how to use ETFs in an investment portfolio.

Listen to the interview in the audio below (and/or scroll down for more quotes from it).

There are 15 ETFs [offered by Satrix].

Helena Conradie, Satrix

We sell both [lower costs and returns].

Helena Conradie, Satrix

Index trackers make up only 2% of the market.

Candice Paine, Satrix

Warren Buffett wants his wife to put 90% of her inheritance in an index tracker.

Simon Brown, Just One Lap

I don’t believe that [you should only invest in ETFs].

Candice Paine, Satrix

ETFs are high-risk investments… you need time… if you’re scared of volatility you need to keep your money in the bank.

Candice Paine, Satrix

It comes down to price these days.

Simon Brown, Just One Lap

Your biggest risk is you.

Simon Brown, Just One Lap

The Top-40, probably between 66% and 75% of their profits come from beyond our borders.

Simon Brown, Just One Lap

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This article first appeared on 702 : How to use exchange-traded funds (ETFs) in your portfolio


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