Free cash flow yield: my primary valuation metric

The international allocation debate never gets old.

What's your target withdrawal rate in retirement?

This is a solid framework. Saving this post.

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

Appreciate the transparency here. Most people gatekeep this stuff.

This is exactly what I needed to read today.

Good luck! Keep us updated.

The psychology of money matters as much as the math.

Interesting perspective. I see it differently — happy to elaborate.

Done similar analysis. Your numbers check out.

This is exactly what I needed to read today.

Great post, thanks for sharing this.

Any thoughts on doing this in a taxable account?

The psychology of money matters as much as the math.

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

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

What brokerage are you using for this?

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

Appreciate you sharing the L's too. Most people only post wins.

The international allocation debate never gets old.

Any thoughts on doing this in a taxable account?

This is the way.

Be careful about survivorship bias in this analysis.

Mind sharing your full allocation?

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

How long have you been doing this? Impressive numbers.

Have you modeled different interest rate scenarios?

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

The international allocation debate never gets old.

The international allocation debate never gets old.

This is why I come to this community. Real numbers, real analysis.

This is a solid framework. Saving this post.

This is a solid framework. Saving this post.

How long have you been doing this? Impressive numbers.

This is a solid framework. Saving this post.

What catalyst are you watching for?

This is exactly what I needed to read today.

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

The psychology of money matters as much as the math.

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

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

Have you stress tested this against a 40% drawdown?

Have you modeled different interest rate scenarios?

This is why I come to this community. Real numbers, real analysis.