SWM ETF portfolio fact sheets, June 2020: further gains across the board

All five of our ETF portfolios showed further gains during June. Our equity overweight since April has led to between 3% and 8% outperformance year-to-date for our portfolios which contain equity exposure. Performance vs. benchmarks in June was in-line, with slight underperformance in the growth ETF portfolio. The latter was due to the ongoing recovery in the oil price. SWM does not invest in any oil ETFs as part of our commitment to ESG (Environmental, Social, Governance) investing.

We believe that ESG investing will boom post-Covid. Our technical and network analytics signals indicate that a strong rally is underway in equity markets, with selling pressure crossing back below buying power in late May (for the first time since February). This is a significant and positive intermediate signal. Market breadth has also expanded, with selling pressure showing material further declines in the latter part of June. We continue to recommend a high weighting in equities and expect further strong gains in the months ahead.

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