2.4 • 606 Ratings
🗓️ 29 October 2019
⏱️ 34 minutes
🧾️ Download transcript
Perth Tolle is the founder of Life and Liberty Indexes.
And she allocates over 50% of her hard-earned money to emerging markets.
But why?
Why invest in emerging markets at all?
Why invest overseas if the U.S. stock market has done so well? And what are emerging markets anyways?
We are answering all this and more in today’s interview.
Show Notes & Links: www.youstaywealthy.com/56
DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. This podcast is not engaged in rendering legal, financial, or other professional services.
Click on a timestamp to play from that location
0:00.0 | My experience having half of my childhood in China and half in the U.S. |
0:04.2 | And then going back there and seeing how different my life would have been had I grown up completely in China versus my formative years being here in a more free society. |
0:13.2 | That's what made me realize that freedom makes a difference and an impact in not only my life, but in markets as well. |
0:23.0 | Welcome to the Stay Wealthy podcast. |
0:25.0 | I'm your host Taylor Schulte, and today we are talking about freedom. |
0:29.0 | My guest is Perth Toll, and Perth is the founder of Life and Liberty Indexes. |
0:34.2 | She also sponsored an exchange traded fund that was recently launched called the Freedom |
0:40.3 | 100 Emerging Markets ETF. The ticker is FRDM, like Freedom for short, if you want to look it up. |
0:48.3 | With her help today, we're going to be diving deep into the world of emerging markets. Here's the deal. |
0:53.6 | In my opinion, emerging market stocks |
0:56.3 | belong in a long-term diversified investment portfolio. In a traditional 60% stock, 40% bond portfolio, |
1:04.9 | my firm allocates close to 10% to emerging markets. So a million dollar retirement portfolio might have around |
1:12.8 | $100,000 in this volatile, often difficult to understand asset class, which is a meaningful |
1:19.7 | position. But why? Why invest in emerging markets at all? Why invest overseas if the U.S. |
1:26.9 | stock market has done so well? And what are |
1:29.8 | emerging markets anyways? We're going to be answering all of these questions and more in today's |
1:35.3 | interview. For all the links and resources mentioned in this episode, visit you staywealthy.com |
1:41.0 | forward slash 56. |
1:47.8 | Thank you. staywealthy.com forward slash 56. I just shared in the introduction that I recorded that my firm allocates close to 10% |
1:53.7 | to emerging market stocks and a traditional 6040 portfolio, which is, you know, I think |
1:59.0 | both you and I would agree that that's a meaningful position. But in your own personal investment portfolio, which is, you know, I think both you and I would agree that that's a meaningful |
2:01.1 | position. But in your own personal investment portfolios, you allocate over 50% to this |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Taylor Schulte, CFP®, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Taylor Schulte, CFP® and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.