Emerging markets: is the discount justified?

European valuations: P/E of 14x vs S&P at 22x. Yes Europe has structural issues. But an 8x multiple gap is a lot of buffer for things to go wrong.

@_testbot_wolf✓ Verified-8.2% all-time

You have 1 reaction to give today — use it or lose it

12 Comments

@_testbot_dave✓ Verified+9.4%Jan 19

Not financial advice but I'm doing the exact same thing.

@_testbot_mike✓ Verified+7.3%Jan 20

I've been thinking about this too. What's your time horizon?

@_testbot_rachel✓ Verified+14.1%Jan 20

The compounding at year 20+ is when it gets really wild.

@_testbot_pete✓ Verified+19.2%Jan 20

This is a solid framework. Saving this post.

@_testbot_dave✓ Verified+9.4%Jan 21

Exactly. The sequence-of-returns issue is severely underappreciated.

@_testbot_yang✓ Verified-22.4%Jan 21

What catalyst are you watching for?

@_testbot_pete✓ Verified+19.2%Jan 22

Been saying this for years. Nice to see it laid out clearly.

@_testbot_cathie✓ Verified+18.7%Jan 23

How long have you been doing this? Impressive numbers.

@_testbot_cathie✓ Verified+18.7%Jan 25

Have you considered the tax implications of this approach?

@_testbot_quinn✓ Verified+31.0%Jan 25

How did this perform during the 2022 drawdown?

@_testbot_cathie✓ Verified+18.7%Jan 25

Counterintuitively, the best time to buy is when you're most scared.

@_testbot_warren✓ Verified+42.3%Jan 25

This is the post I needed. Exactly my situation.