Episode 4 - PSG’s Wendy Myers on the impact of corporate actions on your portfolio

In this Business Talk with Michael Avery interview, PSG Head of Securities Wendy Myers discusses how to handle market volatility.

Myers is a qualified Chartered Accountant with over 20 years of experience in the finance and investing industries.

Myers joined PSG Wealth as its Head of Securities in 2021.

She has also served in several other roles, including being a member of the South African Institute of Stockbrokers since 2000.

Myers begins this interview by explaining how investors should calculate their investment returns in the context of a long-term investing strategy.

She then unpacks the difference between measuring portfolio performance based on dividends received and corporate actions – as these two factors can impact your portfolio in different ways.

Myers then expands upon corporate actions, including how they impact investors’ tax liability.

She concludes the interview by explaining how a financial advisor can help you navigate the implications of corporate actions on your portfolio

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