Vistafolio Update: Economic Recovery and Trade Concerns


Vistafolio is Wealth Morning’s Managed Account solution for Eligible and Wholesale Investors.  Once a month, we update account holders on the strategy and performance. Please find our latest update as follows:


We see continued recovery this month as coronavirus cases slow and lockdowns in our key markets start to lighten. Though recovery is tempered with US v. China trade concerns, which could slow global economic recovery over the medium-term. In the longer run, increased manufacturing in Western economies (where we primarily invest) could see improving rates of capital investment.

We are up 3.42% gross for the month across the composite portfolio (total aggregate, weighted return across all significant portfolios following the strategy). Gradual improvement in REITs has helped.

Please see our performance chart for more details.


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There remains strong value and opportunity among many of our key targets, though I do acknowledge we are looking a few years ahead for meaningful delivery. Thank you to those who have shown faith and entrusted us to invest more funds during this volatile time.


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Simon Angelo


Past performance is not an indicator for future performance. Your actual portfolio will differ from the composite portfolio mentioned. The information contained in this document does not constitute an offer to sell or a solicitation to buy an investment, nor should it be construed as investment advice. Vistafolio investment services are available to Eligible Investors and Wholesale Investors (not to Retail Investors) as defined in the Financial Markets Conduct Act (2013).


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Simon is the Chief Executive Officer and Publisher at Wealth Morning. He has been investing in the markets since he was 17. He recently spent a couple of years working in the hedge-fund industry in Europe. Before this, he owned an award-winning professional-services business and online-learning company in Auckland for 20 years. He has completed the Certificate in Discretionary Investment Management from the Personal Finance Society (UK), has written a bestselling book, and manages global share portfolios. Simon is a shareholder of Wealth Morning.

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