Archive : Investment Decisions and Review| Marotta On Money
This quarter, we saw that in 1-year returns ending December 31, 2023, Developed Freedom Investing had a -3.97% disadvantage, Emerging Market Freedom Investing had a +4.9% advantage, and Overall Freedom Investing had a -1.27% disadvantage.| Marotta On Money
Archive : Marotta’s Gone-Fishing Portfolio| Marotta On Money
We are constantly reviewing our portfolios' asset allocations in order to bring them more in line with our Investment Committee's best practices. Here is a summary of our recent changes.| Marotta On Money
This quarter, we saw that in 1-year returns using the dynamic tilt and ending June 30, 2024, Developed Freedom Investing had a -0.14% disadvantage, Emerging Market Freedom Investing had a -0.02% disadvantage, and Overall Freedom Investing had a +0.36% advantage.| Marotta On Money
Last year, our 2023 Marotta’s Gone-Fishing Portfolio was a recommendation of 12 stock investments. This article is to report on the 2023 performance of those twelve stocks.| Marotta On Money
