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 start to 2022 saw expected volatility.

Investors took December profits, feared the spread of Omicron, and Europe saw tensions over Ukraine.

But the fears were overcome by month-end.

Omicron seems mild. It could signal an endgame for the virus.

Our call on Russian brinkmanship has thus far proved right. Though there are still risks it could turn ugly.

Overall, for the month of January 2022, we were up 1.66% across the composite portfolio (total aggregate return across all portfolios following the strategy).

If we can annualise this across the year, we would be up 19.92% since the start of the year.

But, of course, it is early days for 2022.

Please see our performance chart for more details.

 

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Volatility in 2022 could present an excellent opportunity to ‘buy the dips’ and continue to capture value for the long-run.

Our strategy of buying value and holding it across the market cycle is proving resilient.

If you would like a free consultation to discuss your eligibility, please register your interest here.

 

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).