All tagged ETF
Over the last six months, I’ve had the dawning awareness that it was time to take a deep dive into my KiwiSaver fund. From everything I’ve read and watched, and from the people around me who know about KiwiSaver and investing in general, it was becoming clear that my Simplicity High Growth KiwiSaver fund might have got me to this stage in life, but it's not appropriate for the next chapter.
This week, I wanted to show how our US 500 ETF investment is tracking, especially now that this is our only one. And explain how we will use it to provide income for retirement. I also have a quick update on our KiwiSaver. I mainly wanted to share this because investing in KiwiSaver and an Exchange Traded Fund (ETF) provides an alternative to investing in rental property, something we have never wanted to do. This blog explains how Jonny and I invest, that investing this way grows our wealth, and how we see our investments providing us with long-term, easily accessible income.
Over the last 22 weeks, Jonny and I have been doing a bit of life admin that relates to the Christchurch earthquakes. Remember them? We have been working our way through a top-up of our original insurance claim. Recently, this claim paid us out $68,082.50. It’s a significant sum of money which we were grateful to receive. Today I just wanted to share with you why we came to receive this money and what we will do with it.
I’ve had a number of emails asking about the changes to Smartshares, in particular the introduction of their new S&P/NZX 50 ETF (NZG) and how it compares to their existing NZ Top 50 ETF (FNZ). A deep dive into Smartshares for this post was a timely reminder for me just how intertwined and complex the investing marketplace is and that it’s really set up for the investor that already knows how to invest. Finding information was tough, so I reached out directly to Smartshares as I figure it’s best to go straight to the source right?
Since January 2016 I’ve been drip feeding money into the SmartShares NZ Top 50 fund (FNZ) on a monthly basis. I thought it might be interesting for you to actually see what someone else’s ACTUAL investment looks like because chances are that no one else is going to show you their account balance ;-)
Lynn has been thinking many years ahead to her retirement and was wanting to know how to start to sell down her SuperLife funds. It’s a good question to ask because there is always a lot of content on a website about how and what to purchase, but finding how to divest yourself of your funds over time is a little harder to come by.
Sharesies have just celebrated their first birthday and up until this point I have resisted having a play around with their product. But I figure that they are still here after a year, the social media fan party has faded away and yet they still keep coming up in conversation.
