SWM ETF portfolio fact sheets October 2019: ongoing outperformance
Secure Wealth’s ETF portfolios performed in-line with benchmarks in October 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 0.6%. 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).
The small position in cryptocurrency, the Platinum ETF and our currency-hedged Japanese equity ETF all performed strongly during the month. 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) and expect the positive trend to continue into 2020.
Please follow this link to read Secure Wealth Management’s monthly ETF portfolio review for October 2019.