Tuesday, November 19, 2024

Ghost Stories #20: Dividends – Delights and Dangers with Nico Katzke (Head of Portfolio Solutions at Satrix)

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Are dividends always worth celebrating? Does a company paying a dividend really reward shareholders, or is this just shuffling money around?

These are the kinds of questions that Nico Katzke of Satrix discussed with The Finance Ghost on this episode of Ghost Stories. Nico is a wealth of information about the markets and these podcasts are always highly interactive.

Topics covered included:

  • Headlines were all over the place recently about Michael Burry shorting the US market – did the media get it wrong? What does it actually mean to short the market?
  • After many investors learnt the hard way that “stonks” don’t always go up, how should investors manage their mindset around volatility? Does the difference between saving and investing come in here?
  • What is the danger of fully allocating your portfolio to fixed income vehicles in an environment of high yields?
  • How important is it to include dividends when looking at equity performance?
  • What is the peril of trailing dividend yields vs. forward dividend yields?
  • What is capital allocation policy and what are the pros and cons of a management team paying dividends?
  • How do share buybacks work as an alternative to dividends?
  • Can you directly compare dividends on shares to yields on fixed income investments?
  • What are the dangers of the “Dividend Aristocrat” label in the US market?
  • What role might Artificial Intelligence play in asset management and investment strategies?

To end off the show, Nico shared how he manages his own investing every month.

To find out more about SatrixNOW, visit this link>>>

Disclosure
Satrix Investments (Pty) Ltd is an approved FSP in term of the Financial Advisory and Intermediary Services Act (FAIS). The information does not constitute advice as contemplated in FAIS. Use or rely on this information at your own risk. Consult your Financial Adviser before making an investment decision.
While every effort has been made to ensure the reasonableness and accuracy of the information contained in this podcast (“the information”), the FSP’s, its shareholders, subsidiaries, clients, agents, officers and employees do not make any representations or warranties regarding the accuracy or suitability of the information and shall not be held responsible and disclaims all liability for any loss, liability and damage whatsoever suffered as a result of or which may be attributable, directly or indirectly, to any use of or reliance upon the information.

For more from the Satrix – Ghost Mail partnership, visit this link to find various podcasts and articl

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