Hong Kong Still Has a Place in Freedom Investing
on June 29, 2020
with No Comments
Hong Kong has always been an anomaly: a tiny, extremely free country with an expiration date in 2047.
More Freedom Investing Added to Marotta’s Schwab IIP Asset Allocation (June 2020)
on June 22, 2020
with No Comments
As a result of new fund additions, we added five new country-specific funds to our Schwab Institutional Intelligent Portfolio asset allocations.
A 25-Year Review of Freedom Investing
on June 16, 2020
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.
This Month, We Leveled Our Small Cap Value Allocation (June 2020)
on June 15, 2020
with No Comments
As we are still in the midst of COVID-19 quarantines, we will have to wait to see what continuing or lifting restrictions actually does to companies, their expected earnings, and their market pricing.
Energy Stocks Have Been Disappointing Recently (April 2020)
on May 21, 2020
with No Comments
Diversification means always having something to complain about. Recently, it has been energy.
This May 2020, Our Dynamic Tilt Tilted Away from Energy
on May 18, 2020
with No Comments
For many whose Energy sector has experienced large losses, lowering your sector allocation might effectively mean holding onto the shares that you currently own without adding more.