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:

The ‘Santa rally’ has been strong this year, with swift rises to Christmas.

As investors consider 2022, the fact remains, there are few other places to obtain yield (some reinstated dividends are now sitting at 5%+) with the prospect of recovery growth.

The pandemic is still with us. But we are also learning to live with it, and vaccines are responding to new variants, or they are appearing less severe. Suggesting a burnout of the virus itself.

There will be an end point, and the world will move to deal with new problems.

Adaptable investors will prevail.

Overall, for the month of December, we were up 8.06% across the composite portfolio (total aggregate return across all portfolios following the strategy). And we are up 18.47% since the start of the year.

Please see our performance chart for more details.


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I believe 2022 will be a great year.

We will be hunting hard for value. Fear and volatility around the pandemic and State-caused inflation should still present great opportunity.



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).