20 months ago, in October of 2018, I launched the Freedom Portfolio. Its continuing mission: to beat the S&P 500, to provide financial freedom, to boldly go where no portfolio has gone before. Today, it has reached an impressive milestone: an increase of 50% from inception. That’s a compound annual growth rate of around 26%. Put another way, the portfolio has appreciated about 2% a month for its first 20 months of life.

Of course, that milestone is meaningless without comparing it to the benchmark that I am measuring myself against: the S&P 500. So what has the S&P done during that same time period? It has provided an increase of 4.65%. That means the Freedom Portfolio has outperformed the market by over 45 percentage points. That’s incredible, and I strongly believe it is only getting started.

Shout out to some of the top performers in the Freedom Portfolio since inception, all wonderful companies I am happy to be an investor in:

• Shopify (SHOP) – Up 357%
• Tesla (TSLA) – Up 168%
• MercadoLibre (MELI) – Up 138%
• Sea Limited (SE) – Up 116%
• JD.com (JD) – Up 114%
• Teladoc (TDOC) – Up 106%
• Livongo Health (LVGO) – Up 100%

This is a great start. I’m looking forward to continuing for the next 20+ years.