Freedom Investing in Review (December 2023)
with No Comments

This quarter, we saw that in 1-year returns using the dynamic tilt and ending December 31, 2023, Developed Freedom Investing had a -4.21% disadvantage, Emerging Market Freedom Investing had a +4.78% advantage, and Overall Freedom Investing had a -1.46% disadvantage.

Freedom Investing in Review (September 2023)
with No Comments

This quarter, we saw that in 1-year returns ending September 30, 2023, Developed Freedom Investing had a -4.77% disadvantage, Emerging Market Freedom Investing had a +3.89% advantage, and Overall Freedom Investing had a -1.63% disadvantage.

Freedom Investing in Review (June 2023)
with No Comments

This quarter, we saw that in 1-year returns ending June 30, 2023, Developed Freedom Investing had a -3.68% disadvantage, Emerging Market Freedom Investing had a +4.15% advantage, and Overall Freedom Investing had a -0.61% disadvantage.

Freedom Investing in Review (April 2023)
with No Comments

This quarter, we saw that in 1-year returns ending April 30, 2023, Developed Freedom Investing had a -2.99% disadvantage, Emerging Market Freedom Investing had a +1.85% advantage, and Overall Freedom Investing had a -0.4% disadvantage.

Freedom Investing in Review (September 2022)
with No Comments

This quarter, we saw that in 1-year returns ending September 30, 2022, Developed Freedom Investing had a -0.44% disadvantage, Emerging Market Freedom Investing had a -0.34% disadvantage, and Overall Freedom Investing had a +0.14% advantage.

Freedom Investing in Review (June 2022)
with No Comments

This quarter, we saw that in 1-year returns ending June 30, 2022, Developed Freedom Investing had a -1.19% disadvantage, Emerging Market Freedom Investing had a +0.46% advantage, and Overall Freedom Investing had a -0.12% disadvantage.

Freedom Investing in Review (March 2022)
with No Comments

This quarter, we saw that in 1-year returns ending March 31, 2022, Developed Freedom Investing had a +1.44% advantage, Emerging Market Freedom Investing had a +2.07% advantage, and Overall Freedom Investing had a +1.28% advantage.

Freedom Investing in Review (December 2021)
with No Comments

This quarter, we saw that in 1-year returns ending December 31, 2021, Developed Freedom Investing had a -0.12% disadvantage, Emerging Market Freedom Investing had a +1.27% advantage, and Overall Freedom Investing had a +0.21% advantage.

Freedom Investing in Review (September 2021)
with No Comments

This quarter, we saw that in 1-year returns ending September 30, 2021, Developed Freedom Investing had a +0.70% advantage, Emerging Market Freedom Investing had a +1.64% advantage, and Overall Freedom Investing had a +0.71% advantage.

Freedom Investing in Review (June 2021)
with No Comments

This article is part of my series where I review how Freedom Investing performs for the quarter.

Freedom Investing in Review (March 2021)
with No Comments

While many have been following the domestic returns and recovery, fewer investors know how well foreign investments did this past year.

Risk-Return Analysis of Freedom Investing
with No Comments

In this article, I am reviewing the quantitative measurements and performance metrics of Freedom Investing to see how its risk and return compare to the EAFE Index, its benchmark.

A 25-Year Review of Freedom Investing
with No Comments

These findings together demonstrate how Economic Freedom seems to have been a valid factor for higher expected returns than investing in the EAFE Index alone.

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