Self-storage REITs: cyclical or secular growth?

Be careful about survivorship bias in this analysis.

What brokerage are you using for this?

This is a masterclass. Bookmarked.

Have you stress tested this against a 40% drawdown?

What catalyst are you watching for?

How long have you been doing this? Impressive numbers.

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

Fees really do compound in the wrong direction.

The behavioral aspect of investing is so underrated.

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

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

This is a masterclass. Bookmarked.

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

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

Fees really do compound in the wrong direction.

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

Mind sharing your full allocation?

The psychology of money matters as much as the math.

What catalyst are you watching for?

How did this perform during the 2022 drawdown?

The hardest part is just not touching it during a crash.

The psychology of money matters as much as the math.

The psychology of money matters as much as the math.

Appreciate the transparency here. Most people gatekeep this stuff.

How did this perform during the 2022 drawdown?

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

This is exactly what I needed to read today.

Mind sharing your full allocation?

Counterpoint: what happens if rates stay elevated longer?

The hardest part is just not touching it during a crash.

Counterpoint: what happens if rates stay elevated longer?

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

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

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

Any thoughts on doing this in a taxable account?

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

How did this perform during the 2022 drawdown?

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

Done similar analysis. Your numbers check out.

Any thoughts on doing this in a taxable account?

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

How did this perform during the 2022 drawdown?

Have you modeled different interest rate scenarios?

Have you considered the tax implications of this approach?

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

This is a solid framework. Saving this post.

The psychology of money matters as much as the math.

Curious about the rebalancing approach. Annual or threshold-based?

This is exactly what I needed to read today.

What's your thoughts on the downside risk here?

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

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

The behavioral aspect of investing is so underrated.

What's your target withdrawal rate in retirement?