Perth Tolle

Founder, Life + Liberty Indexes
@Perth_Tolle · tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
FRDM long +19.0%
Worst Calls
No live losers yet
Most Mentioned
FRDM ×1
Recent Calls
FRDM long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d 100%
Average Return +19.0% Long Return +19.0% Short Return -
Average Return
7d +4.9%
30d -7.0%
90d +11.0%
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Thesis
Theme
Source
Long
Feb 19
$60.05
+19.0%
FRDM (EM ex-China) has outperformed broad EM indices significantly over 5 years. Autocracies (China) create capital flight and inefficient capital allocation. Free markets (Taiwan, South Korea, Poland) offer "real growth" and flexibility. LONG. Avoid the "value trap" of cheap Chinese valuations in favor of freedom-weighted growth. A massive stimulus-driven rally in Chinese equities.
FRDM (EM ex-China) has outperformed broad EM indices significantly over 5 years. Autocracies (China) create capital flight and inefficient capital allocation. Free markets (Taiwan, South Korea, Poland) offer "real growth" and flexibility. LONG. Avoid the "value trap" of cheap Chinese valuations in favor of freedom-weighted growth. A massive stimulus-driven rally in Chinese equities.
Macro
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