SWM ETF portfolio fact sheets May 2019: another month of strong outperformance

Secure Wealth’s core multi-asset ETF portfolios outperformed benchmarks by 1%-2% during May 2019 and are now showing outperformance of between 3% and 4% year-to-date. Every single one of our 5 ETF strategies is outperforming on a 12-month, 3-year and 5-year horizon. Our ESG / sustainable ETFs selection is a key contributor to this outperformance. May was a weak month for equities generally, however, and the SWM equity-based ETF portfolios were not immune to this, showing declines of 3.5%-4.5% but still significantly better than the 6% decline experienced by global equities.

Ongoing trade tensions and Trump alarmist rhetoric were the main reasons for the equity market declines. Bonds, however, gained in May, with the SWM fixed-income portfolio up 1% for the month. Technical indicators also weakened during May, but these suggest the market decline is likely to be a shorter-term correction rather than the start of the long-term equity bear market. The equity market is beginning to look oversold and we recommend adding to positions for the long-term.

Please follow this link to read Secure Wealth Management’s monthly ETF portfolio review for May 2019.