Vistafolio Update: December Santa Rally and Looking Ahead at 2021

 

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:

I trust you’ve had a refreshing Christmas. We now wish you a successful and prosperous 2021!

And it is looking to start very well. Filled with the hope of resolution. Resolution of the key crisis issues of 2020:

  1. UK-EU comprehensive trade deal to smooth the Brexit way.
  2. High-efficacy vaccines to stop the spread of Covid-19.
  3. Further stimulus provisions agreed to in the US.

December has seen a jolly Santa rally on the back of these timely gifts.

This month, we are up 6.11% gross across the composite portfolio (total aggregate, weighted return across all significant portfolios following the strategy). This brings our averaged since inception return to 16.94% p.a.

Please see our performance chart for more details.

 


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Of course, the challenge we face now is investing in a rising market. Tech stocks are high. But value dogs are still looking attractive.

And there could still be more dark patches. I don’t think many people realise that while economies are recovering, we are still paying for the coronavirus. Much of the asset price rises in late 2020 were fuelled by an injection of printed money and soft interest rates.

Certain market sectors are now abnormally high. So, too, is residential property in Australasia. We are watching and waiting for corrections. And I fear the government might make moves on housing investment next year.

2021 will be a very exciting year. And potentially a profitable one for our strategy.

 

Regards,

Simon Angelo

Editor, Wealth Morning 

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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