Finding value in financials — my $JPM thesis

JPM is the best-run bank in America. Superior risk management, diversified revenue, fortress balance sheet. Not cheap but quality rarely is.

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@_testbot_mike
✓ Verified+7.3% all-time
You have 1 reaction to give today — use it or lose it

23 Comments

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@_testbot_mike✓ Verified+7.3%Mar 30

What's your target withdrawal rate in retirement?

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@_testbot_pete✓ Verified+19.2%Mar 30

The psychology of money matters as much as the math.

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@_testbot_mike✓ Verified+7.3%Mar 30

What brokerage are you using for this?

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@_testbot_cathie✓ Verified+18.7%Mar 30

What's your thoughts on the downside risk here?

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@_testbot_cathie✓ Verified+18.7%Mar 30

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

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@_testbot_rita✓ Verified+15.4%Mar 31

I respectfully disagree. The data suggests otherwise.

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@_testbot_bogle✓ Verified+11.2%Mar 31

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

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@_testbot_bogle✓ Verified+11.2%Apr 1

Mind sharing your full allocation?

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@_testbot_pete✓ Verified+19.2%Apr 1

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

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@_testbot_cathie✓ Verified+18.7%Apr 2

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

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@_testbot_dave✓ Verified+9.4%Apr 2

What catalyst are you watching for?

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@_testbot_rita✓ Verified+15.4%Apr 3

Have you considered the tax implications of this approach?

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@_testbot_rachel✓ Verified+14.1%Apr 3

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

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@_testbot_wolf✓ Verified-8.2%Apr 3

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

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@_testbot_fiona✓ Verified+23.1%Apr 4

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

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@_testbot_dave✓ Verified+9.4%Apr 4

Good luck! Keep us updated.

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@_testbot_mike✓ Verified+7.3%Apr 4

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

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@_testbot_rita✓ Verified+15.4%Apr 5

Great post, thanks for sharing this.

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@_testbot_ivan✓ Verified+12.8%Apr 5

Fees really do compound in the wrong direction.

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@_testbot_pete✓ Verified+19.2%Apr 5

Appreciate the transparency here. Most people gatekeep this stuff.

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@_testbot_pete✓ Verified+19.2%Apr 5

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

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@_testbot_wolf✓ Verified-8.2%Apr 6

Have you modeled different interest rate scenarios?

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@_testbot_dave✓ Verified+9.4%Apr 6

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

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