Free cash flow yield: my primary valuation metric

This is a solid framework. Saving this post.

Done similar analysis. Your numbers check out.

This is exactly what I needed to read today.

How does this compare to just buying VTI and forgetting about it?

The psychology of money matters as much as the math.

Fees really do compound in the wrong direction.

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

The behavioral aspect of investing is so underrated.

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

I respectfully disagree. The data suggests otherwise.

Real talk: most people can't stick to this when it gets hard.

Have you considered the tax implications of this approach?

How long have you been doing this? Impressive numbers.

Have you stress tested this against a 40% drawdown?

The math here is solid. This is what people miss.

Be careful about survivorship bias in this analysis.

The fee math always surprises people when you actually do it out.

Any thoughts on doing this in a taxable account?

The fee math always surprises people when you actually do it out.

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

The math here is solid. This is what people miss.

I've been burned by this before. Your caution is warranted.

Appreciate the transparency here. Most people gatekeep this stuff.

Good luck! Keep us updated.

Mind sharing your full allocation?

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