SWM ETF portfolio fact sheets, January 2021: a strong start to the year

SWM’s ETF portfolios with ESG focus started 2021 with a very strong month: our equity ETF portfolio was up 1.53% vs. global equities declining 0.5%. This was driven by 3 elements: our increased weighting in the US ESG small- and mid-caps; our ongoing high weighting in technology ETFs; and our small position in cryptocurrency, which was up 8% for the month (and we also took significant profits early in January, which turned out to be good timing). We continue to show large outperformance for every strategy, on every time horizon (please see page 2 of the attached fact sheets).

We would highlight that both our conservative and balanced ETF portfolios have outperformed global equities over the last 12 months, and with materially lower volatility. For 2021 our signals indicate a strong outlook for equities. In the US market, our technical indicators are showing the typical signs of the start of a long-term, significant equity rally. We are likely to use any material short-term correction to move to a full overweight in equities (we are currently neutral), in anticipation of strong gains over 2021 full year.

Please follow this link to read Secure Wealth Management’s monthly ETF portfolio review for January 2021.