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.
23 Comments
What's your target withdrawal rate in retirement?
The psychology of money matters as much as the math.
What brokerage are you using for this?
What's your thoughts on the downside risk here?
Not financial advice but I'm doing the exact same thing.
I respectfully disagree. The data suggests otherwise.
The compounding at year 20+ is when it gets really wild.
Mind sharing your full allocation?
I've been burned by this before. Your caution is warranted.
Interesting perspective. I see it differently — happy to elaborate.
What catalyst are you watching for?
Have you considered the tax implications of this approach?
Real talk: most people can't stick to this when it gets hard.
The hardest part is just not touching it during a crash.
Been saying this for years. Nice to see it laid out clearly.
Good luck! Keep us updated.
The exit strategy is what most people don't think about.
Great post, thanks for sharing this.
Fees really do compound in the wrong direction.
Appreciate the transparency here. Most people gatekeep this stuff.
Interesting perspective. I see it differently — happy to elaborate.
Have you modeled different interest rate scenarios?
The hardest part is just not touching it during a crash.
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