SWM ETF portfolio fact sheets November 2019: ongoing outperformance

Secure Wealth’s ETF portfolios performed slightly below benchmarks in November 2019, mainly due to weakness in precious metals and the small position in cryptocurrency. However, we continue to show strong outperformance for a single year: between 3.5% and 5.5% year-to-date. The exception is the SWM fixed-income portfolio, which is outperforming by 0.3%. 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 sustainability / ESG-focused ETFs performed strongly in November, this has been a consistent driver of our portfolios’ outperformance in recent years. 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 into 2020.

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