SWM ETF portfolio fact sheets, July 2020: major gains across the board

July 2020 was a near-record month for SWM’s ETF portfolios with ESG/sustainability focus. All our strategies posted very strong gains, with the fixed-income portfolio up 3.18% (a record month), conservative up 5.1% (second-highest monthly gain on record) and equity and growth ETF portfolios both up almost 6% in one month alone. Our equity overweight in place since April has driven strong outperformance. Our multi-asset and equity ETF portfolios are outperforming their benchmarks by between 4% and 9% year-to-date. This continues our long-running outstanding track record.

We have generated outperformance in all strategies on a 12-month, 3-year and 5-year horizon. Our conservative and balanced ETF portfolios have outperformed by over 30% since inception in 2009. Drivers of July 2020 SWM outperformance were 1) equity overweight in ESG / US / global technology equity ETFs; 2) boost from small (2%) position in cryptocurrency, now up 60% year-to-date; 3) overweight in corporate bonds and gold. We believe a huge wave of growth and innovation will be triggered post Covid-19 and continue to recommend a high weighting in equities. We expect further strong gains in the months ahead.

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