SWM ETF portfolio fact sheets July 2019: major outperformance continues

Secure Wealth’s ETF portfolios yet again outperformed benchmarks in July 2019 and are now showing outperformance of between 3.5% and 6% year-to-date. The exception is the SWM fixed-income portfolio, which is outperforming by 0.4%. Every single one of our 5 ETF strategies is significantly outperforming on a 12-month, 3-year and 5-year horizon (see page 2 of the fact sheets, link below). Our ESG / sustainable ETFs selection is a key contributor to this outperformance.

We are monitoring our tried-and-tested trading signals carefully. If the trade war escalates further, a mild global recession will be triggered, and this is not currently priced into markets. However, as we saw with the Fed rate cut this week, central banks are standing by to accommodate any sharper-than-expected slowdown.

The intermediate-term positive technical trends remain intact, and these are confirmed by our Network Analytics indicators. Given the major outperformance that we have generated year-to-date, we may consider taking some money off the table for our clients during the next weeks. This would be a tactical trade only. We continue to believe that the overall equity bull market will continue for many months.

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