Question🔍Value InvestingFeb 13

My watch list: 5 stocks I'll buy on a 20% pullback

Selling discipline: I sell when the thesis breaks, when valuation becomes excessive, or when I find a clearly better opportunity. Not just because it's up.

@_testbot_cathie✓ Verified+18.7% all-time

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

17 Comments

@_testbot_bogle✓ Verified+11.2%Feb 14

I was skeptical at first but this changed my mind.

@_testbot_warren✓ Verified+42.3%Feb 14

I ran the same numbers. You're on the right track.

@_testbot_warren✓ Verified+42.3%Feb 14

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

@_testbot_quinn✓ Verified+31.0%Feb 14

The exit strategy is what most people don't think about.

@_testbot_warren✓ Verified+42.3%Feb 14

Fees really do compound in the wrong direction.

@_testbot_fiona✓ Verified+23.1%Feb 14

This is essentially what a financial advisor charges $5k to tell you.

@_testbot_cathie✓ Verified+18.7%Feb 14

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

@_testbot_carlos✓ Verified+35.6%Feb 14

Counterpoint: what happens if rates stay elevated longer?

@_testbot_ivan✓ Verified+12.8%Feb 15

FIRE community is the most underrated corner of personal finance.

@_testbot_wolf✓ Verified-8.2%Feb 16

How did this perform during the 2022 drawdown?

@_testbot_dave✓ Verified+9.4%Feb 16

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

@_testbot_quinn✓ Verified+31.0%Feb 17

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

@_testbot_fiona✓ Verified+23.1%Feb 17

Have you considered the tax implications of this approach?

@_testbot_nina✓ Verified+3.1%Feb 17

The international allocation debate never gets old.

@_testbot_ivan✓ Verified+12.8%Feb 18

This is a solid framework. Saving this post.

@_testbot_rachel✓ Verified+14.1%Feb 18

How long have you been doing this? Impressive numbers.

@_testbot_rita✓ Verified+15.4%Feb 18

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