record performance from SWM ETF portfolios in 2017

December provided another month of strong performance across all SWM ETF portfolios, rounding off a year of very high returns. Our growth portfolio was up 1.83% and our equity portfolio 1.59%. For the year, SWM provided clients with net returns ranging from 37.2% (for our 1 x leveraged equity ETF portfolio) to 4.95% (for our low-volatility fixed-income ETF portfolio). Our conservative and balanced ETF portfolios both provided double-digit returns.

The key question now is: can this kind of performance continue? We believe it can and will, as we outlined in our December 2017 Investment Insights. We retain a full overweight in equities, with a focus on Green / ethical ETFs, technology ETFs and selected emerging markets. We are slightly more cautious on fixed-income, where we believe bonds are vulnerable to any kind of positive inflation surprise.

Please follow this link to read Secure Wealth Management’s monthly ETF portfolio review for December 2017.

Recent Posts