SWM ETF portfolio fact sheets January 2020: sustainability continues to drive outperformance

SWM’s sustainability-focused ETF portfolios made a strong start to 2020, adding between 1.2% and 1.8% in further outperformance in January alone, for our multi-asset ETF portfolios. All 5 ETF strategies outperformed their benchmarks in Jan 2020, continuing 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. We will be publishing a thought piece on this topic in the next days.

The key driver of our record outperformance in 2019, and of our strong month in January 2020 was our allocation to sustainable / ESG (Environmental, Social, Governance) ETFs. In addition, our small (2%) position in cryptocurrency proved not only to be a stellar performer (up 33% in January and 107% for the year 2019), but also to be an excellent portfolio diversifier. Our technical and network analytics signals confirm that the intermediate uptrend is intact, and we expect the positive trend to continue for many months.

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