Investing in a Better Future: Analysis of Freedom Day Solutions, LLC Q3 2022 vs. Q4 2022 13F Holdings

As we navigate the complex and ever-changing landscape of the investment world, it's important to take a step back and analyze market trends to make informed decisions. Freedom Day Solutions, LLC's Q3 2022 vs. Q4 2022 13F Holdings Comparison provides insights into changes in the holdings of The Freedom Fund, which invests in a variety of asset classes, including equities, fixed income, and alternative investments. In this article, we'll analyze the performance of the fund's holdings, discuss notable changes, and explore the potential impact on investors.

Performance Analysis

The Freedom Fund had a strong Q4 2022, with its total value increasing by 22.6% to $241,522,000 from $197,002,000 in Q3 2022. The fund's equity holdings also performed well, with an overall increase of 28.8%. Notable equity holdings like EA Series Trust and iShares TR experienced significant growth of 28.1% and 67.5%, respectively.

However, there were some equity holdings that didn't perform as well. Apple Inc's shares decreased by 10.3% in Q4, with the Q3 value of $6,756,000 decreasing to $6,056,000. Amazon.com Inc also experienced a dip of 27.4% in share value, from $2,933,000 in Q3 to $2,128,000 in Q4.

The fixed income holdings had mixed results. SPDR SER TR and Thermo Fisher Scientific Inc were among the holdings that saw their share value increase by 16.4% and 5.6%, respectively. Meanwhile, Innovative Industrial Properties Inc had a significant decrease of 100%, with its share value of $9,080,000 in Q3 dropping to $0 in Q4.

Notable Changes

The Freedom Fund had several notable changes in Q4 2022. The fund significantly increased its holdings in Vanguard Index FDS, with shares increasing by 61.8% and value increasing by 61.9%. Berkshire Hathaway Inc Del and Autozone Inc were also among the holdings that experienced notable percentage increases in shares, with an increase of 13% and 100%, respectively.

On the other hand, the fund reduced its holdings in NetApp Inc and Topgolf Callaway Brands Corp, with shares decreasing by 38% and 25%, respectively. Mueller Inds Inc had the largest percentage decrease in shares, with a decrease of 100% from 16,146 to 0.

Impact on Investors

The changes in Freedom Day Solutions, LLC's Q3 2022 vs. Q4 2022 13F Holdings Comparison can have significant implications for investors. The notable increase in the fund's equity holdings could mean an increased appetite for risk and bullish market outlook, while the mixed results in the fixed-income holdings could indicate a divide in the outlook for interest rates.

Investors in The Freedom Fund should closely monitor these trends and changes to make informed decisions. It's important to note that past performance doesn't guarantee future results, and that diversification across different asset classes and sectors is crucial for long-term success.

Conclusion

Freedom Day Solutions, LLC's Q3 2022 vs. Q4 2022 13F Holdings Comparison provides insights into the performance of The Freedom Fund's holdings. While the fund had an overall strong performance in Q4 2022, there were notable changes in equity and fixed-income holdings that investors should be aware of. By monitoring these trends and diversifying investments, investors can make informed decisions that align with their long-term investment goals.