SWM ETF portfolio fact sheets December 2019: a record year of outperformance

Secure Wealth’s ETF portfolios rounded off a year of record performance for 2019, with portfolios up between 27% (equity ETF portfolio) and 6% (fixed-income portfolio). We achieved between 3% and 5% outperformance vs. benchmarks, with the exception of our fixed-income ETF portfolio which outperformed by 0.7%. The outperformance was driven by our sustainability-focused ETFs and, to a lesser extent, the small position in cryptocurrency.

We have had many months now where every single one of our 5 ETF strategies is significantly outperforming on a 12-month, 3-year and 5-year horizon (see page 2 of the fact sheets, link below). Our technical and network analytics signals confirm that the intermediate uptrend is intact. We pared back equity weightings to neutral in August (after several years at full overweight) and expect the positive trend to continue in 2020.

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