SWM fact sheets November 2021: slight consolidation for both ETF portfolios and crypto
November 2021 was a month of consolidation for our ETF and crypto portfolios, with declines of between 1.5% and 2.5% for all strategies. Year-to-date, our crypto portfolio is showing huge outperformance of 29% vs the crypto benchmark, and our equity and conservative ETF portfolios are outperforming by 3.85% and 2% respectively. We continue to show material outperformance in every strategy on a 3-year, 5-year and since inception view. Our balanced and growth portfolio relative performance benefitted from the 20% decline in the oil price during November.
How should investors position going forward? We believe the best mix of capital preservation and upside return is represented by a 60%-80% allocation to the SWM balanced or conservative ESG portfolio, with 20%-40% invested in crypto. We are neutral re mainstream equity markets, where our technical trading signals have been mixed for several months now. In recent weeks, there had been a resurgence of positive signals for equities, however this was followed by a sharp selloff into the end of November. We retain our Neutral equity weighting across all strategies, and believe that the returns from cryptocurrency investment will far outstrip traditional asset class returns over the next 3 to 5 years.
Please follow this link to read Secure Wealth Management’s monthly ETF portfolio review for November 2021.