Performance of ETF portfolios
in Purple Trading - Q3 2021

Please note that none of our ETF portfolios is actively managed and they all just basically copy the development on the main stock indices in a passive way. Therefore, its performance mirrors the development of the global financial markets quite precisely.

We are regularly informing you about the main events in the financial markets in a form of articles and analysis, so let’s take a look at how it affected the performance of the ETF portfolios now.
 

Mixed portfolios

Each of the three mixed ETF portfolios contains the same underlying ETF instruments, but the differences between them are only in the allocation of invested client funds between the bond and stock based ETFs. Therefore, charts of each of the three portfolios look very much alike and they vary only in nominal values with deviations between profits and losses.

 

Performance of mixed ETF portfolios in % on September 30, 2021, incl. fees*:

 

	Bonds / Stocks	Q3 2021	YTD (from 1.1.2021)	Inception (1.2.2019)
Conservative	70 / 30	+1.68 %	+6.93 %	+20.30 %
Balanced	50 / 50	+2.54 %	+11.75 %	+30.81 %
Dynamic	30 / 70	+3.28 %	+16.22 %	+41.27 %

_{* Information stated above is related to the past; however, past development represents no guarantee or reliable indicator for future profits. Please, take into account that your net profit may differ depending on the time you invested your funds, due to the fees related to your portfolio (Management fee and/or Front fee), but also on the basis of potential differences between the performance of EUR, CZK or USD versions of this portfolio.}
 

Stocks portfolios

 

 

Purely stock ETF portfolios consist of ETF instruments, copying only stock indices, so this is a riskier, but also a more interesting category from the potential profits’ perspective.

 

Performance of purely stock ETF portfolios in % on September 30, 2021, incl. fees*:

 

	Bonds / Stocks	Q2 2021	YTD (from 1.1.2021)	Inception (1.2.2019)
Global stocks	0 / 100	+2.02 %	+18.71 %	+47.29 %
Sector based stocks	0 / 100	-0.32 %	+8.60 %	+44.21 %

_{* Information stated above is related to the past; however, past development represents no guarantee or reliable indicator for future profits. Please, take into account that your net profit may differ depending on the time you invested your funds, due to the fees related to your portfolio (Management fee and/or Front fee), but also on the basis of potential differences between the performance of EUR, CZK or USD versions of this portfolio.}

As always, you can find the actual performance of all ETF portfolios in your PurpleZone.

If you see rather an opportunity in the actual turbulent situation and believe, as we do, that the global economies as well as the shares of the most valued companies will be recovering even further from the recent drops, and you don’t want to analyze and handpick from the hundreds of single stocks, nor to send your investments into the expensive mutual funds or non-performing bank products, don’t hesitate to open an ETF investment account directly in the PurpleZone and try to invest in a diversified and simple way (either regularly or at one time), and from 20 EUR already.