strong performance for SWM ETF portfolios in February 2019

February 2019 was a strong month for SWM’s ETF portfolios, with gains of between 1.4% and 4%, and outperformance in every ETF strategy bar fixed income (which performed in-line with benchmark). SWM’s ETF portfolios continue to show outperformance on a 1 year, 3 year and 5 year horizon. Our ESG (Environmental, Social, Governance) approach led to outperformance this month, with ESG ETFs moving higher than mainstream equity indices.

Equity markets continued to be boosted by the Fed’s U-turn announced in January, improving trade talks and strong technicals (please see our January 2019 market commentary). As we suggested at the turn of the year, a combination of deeply oversold markets at the end of 2018 and very strong rebound signals have combined to put in place the basis for a sustained rally in equity markets this year. We remain overweight equities.

Please follow this link to read Secure Wealth Management’s monthly ETF portfolio review for February 2019.


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