Although in 2020 we cannot predict how things will turn out, the outlook of all our portfolios for 2020 is given. These are different portfolios, of different level of risk, and each of these is addressed to specific investment profiles. Of course, a proper estimate of future cash needs makes even the most risk averse investor able to compose an overall portfolio with proper distribution between different risk profiles.
2020 has been a very challenging year for asset managers. An unpredictable and historically unique year in relation to return metrics data. Years like these that include powerful “black swans” are the ones that that are a strong criterion for whether all criteria and variables that have compiled each portfolio work as they have in the past and follow the framework that has been set. Doing this review and comparing XSpot Wealth Model Portfolios with at least 50 renowned portfolios, we are fully satisfied that based on risk/ performance metrics, we are between Top 5.
There follows the chart of the monthly returns of the Growth Portfolio for 2020. It is indicating that the closing of the toughest months since 2008, which are February and March, was only marked by marginal losses, revealing in that way how well the safety valves of the portfolio worked.
In conclusion, all of our investment portfolios have managed to surpass this unique historical situation, and this is crucial for the long-term course of an investment.
This article does not constitute and shall not be construed as a prospectus, advertisement, public offering, or placement of, nor a recommendation to buy, sell, hold or solicit, any investment, security, other financial instrument or other product or service. This document is for general information only and is not intended as investment advice or any other specific recommendation as to any particular course of action or inaction.
Please remember that past performance is not a reliable indicator of future performance