The Freedom Portfolio was designed to be simple, forward-looking, and transparent, and is an actively managed portfolio; however, trades are made infrequently and are based on moving averages. Many traders refer to this style of trading as "Swing Trading". The majority of holdings in the Freedom Portfolio pay a quarterly dividend, although some companies pay dividends monthly, semi-annually, or annually. At Noble Street, we are big fans of compound interest. Our portfolio manager looks for companies whose stock price has been beaten down for no good reason and buys them when they are at historically low prices. He constantly monitors price action, and when those companies' stock price reaches historically high price valuations, he begins to close out the position to create cash to repeat the process. All while collecting dividends along the way.

We believe passively investing in markets, given all of the stimulus injected into markets since 2009, along with the passive investments of the working class, has created an unstable environment with extremely high valuations. As the old saying goes, what goes up must come down. We believe a major market downturn is on the horizon, and many investors will get caught with their pants down and incur big losses in their retirement portfolios. If Investors do not have someone prudently watching markets on their behalf, they could lose a lot of money by the time their financial advisor can recommend or make any changes. We believe the days of "buy and hold" are over. We are in the days of buy, hold, sell, and repeat.

Click on the flags below to see up-to-date information on our Freedom Portfolio.

Freedom Portfolio positions are updated every Monday for the general public.