SWM fact sheets December 2021: another year of outperformance for our sustainable and crypto portfolios

Our sustainable portfolios using ETFs rounded off 2021 with another year showing outperformance in every strategy. Our equity and growth ETF portfolios were up 18.3% and 17.0% respectively. Since launch in April 2021, our ETP-based crypto portfolio outperformed the crypto index by over 27% (our strategy was up 21%, the benchmark down 6.5% in the same period). December itself saw slight relative weakness due to declines in Ethereum and the Solar ETF (TAN), however this did not materially detract from the strong full-year performance for all strategies.

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 ETF 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. Other asset classes do not look more attractive for 2022: fixed-income and precious metals are in negative trends, and property is neutral. 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 December 2021.