SWM ETF portfolio fact sheets September 2019: ongoing outperformance
Secure Wealth’s ETF portfolios performed in-line with benchmarks in September 2019 and are showing outperformance of between 4% and 6% year-to-date. The exception is the SWM fixed-income portfolio, which is outperforming by 0.5%. 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 currency-hedged Japanese equity ETF and Robotics ETF were a strong support to performance during the month. Global recession risk and trade war escalation mean that the risk/return for equities has become somewhat less attractive. However, our technical and network analytics signals confirm that the intermediate uptrend is intact. We pared back equity weightings to neutral in August (after several years at full overweight) but still expect the positive trend to continue into 2020.
Please follow this link to read Secure Wealth Management’s monthly ETF portfolio review for September 2019.