ETF Elite

Navigating Market Volatility: Insights from the Investment Committee

In light of the recent market sell-off triggered by President Trump’s announcement of new global tariffs, we will reduce our exposure to risk assets and increase our holdings in cash and fixed income to preserve capital.

Currently, 15% of the portfolio is in cash, which has helped in avoiding losses during market downturns. This strategic move saved about 6% across the board on 15% of the portfolio.

The discussion revolves around the ETF Elite Portfolio managed by MPC Markets, focusing on its performance and strategic adjustments for March 2025. The portfolio has shown a positive trajectory, outperforming the index by nearly 2% since its inception in December.

The broader market continues to exhibit signs of weakness, with ongoing sell-offs contributing to heightened uncertainty. In response, we have increased our cash holdings to maintain flexibility. This strategic cash reserve will enable us to respond promptly to emerging opportunities and reallocate to our core holdings once market conditions stabilize.

The ETF Elite Portfolio has performed well, with a return of 1.86% since inception after fees, aligning with its goal of outperforming the ASX 200 benchmark by a couple of percentage points annually.