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:

This post-pandemic recovery is proving to be a difficult patient. The return to health of around +15% we saw in portfolios from January to June has eroded somewhat over the past few months. We are still up around 10% for the year.

The problem seems to have come from the treatment. Loose monetary policy and QE has caused inflation. That has caused the market to worry over rising costs, interest rates, and capacity constraints. We are not out of the woods yet.

But there are signs of the recovery resuming, particularly in banking and real estate businesses, where we have plenty of exposure.

This is a difficult market, and we are capturing value where we can. And monitoring existing holdings closely. There were signs through October of the ‘bulls’ coming back. With a wall of money looking for a yield home, we could well see upswing in November and December.

Overall, for the month of October, we were down -1.72% across the composite portfolio (total aggregate return across all portfolios following the strategy). And we are up 9.70% since the start of the year.

Please see our performance chart for more details.


💰 Our Exclusive Managed Account Service

👉 Click Here to Find Out More



The drawdown across markets since July provides an opportunity to buy the dip. And with many companies resuming dividends, an opportunity to secure good income streams again.

Dips and dividends are a good strategy for now.



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).