SWM fact sheets October 2021: huge outperformance in crypto, ETF portfolios also outperforming

October 2021 was a very strong month for all SWM portfolios: our crypto portfolio notched up another 13% outperformance, taking year-to-date outperformance vs. the benchmark to a whopping 34%. Our traditional ETF portfolios also showed strong gains in October, mainly driven by our selection of sustainable equity ETFs. In our multi-asset portfolios, outperformance was driven by our equity ETFs and crypto, more-than-offsetting the drag from not holding any oil-related ETFs.

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 ESG 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. In recent weeks, however, there has been a resurgence of positive signals for equities and we retain our Neutral weighting across all strategies.

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Please follow this link to read Secure Wealth Management’s monthly ETF portfolio review for October 2021.