SWM ETF portfolio fact sheets, February 2020: Covid-19 sell-off presents buying opportunity

The levels of panic selling in last week’s Covid-19-driven sell-off were exceptional. Our tried-and-tested signals indicate that the intermediate- and long-term equity up-trend is intact. Hence there is currently an interesting buying opportunity for those investors willing to buy when panic abounds. Despite suffering losses in the correction, SWM’s sustainability-focused ETF portfolios all outperformed in February, and are outperforming their benchmarks by between 1% and 2% year-to-date.  

This continues the trend we have now demonstrated over many years. All our ETF portfolios are outperforming since inception (including conservative by 26%, balanced by 29% and growth by 15%), over 5 years, 3 years and 1 year. We have proven conclusively that investing sustainably generates excess returns for investors.

Please follow this link to read Secure Wealth Management’s monthly ETF portfolio review for February 2020.