SWM ESG portfolio performance November 2018: a strong month

November was a strong month for SWM’s ESG portfolios, with all our strategies outperforming. Outperformance was in the order of 1% to 3%. Our portfolios are showing outperformance across-the-board on a 12-month, 3-year and 5-year horizon. Equity markets rallied in November to recover around half of October’s sharp declines. This was fuelled by better sentiment re the global trade war, the possibility that the Fed may restrain interest rate rises, and oversold readings on a host of technical indicators.

We recommended to clients to buy during the recent correction and indeed this remains a key component of any long-term equity strategy. SWM’s technical indicators, network analytics signals and fundamental inputs suggest that equity markets will rally into year-end and beyond. We continue to monitor closely for early warning signs of a long-term market top forming.

Please follow this link to read Secure Wealth Management’s monthly ETF portfolio review for November 2018.

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