Deep dive: why $BRK.B is still the best compounding vehicle
The moat framework: network effects, switching costs, cost advantages, intangible assets. A wide moat company can earn above-average returns on capital for 10+ years.
64 Comments
I respectfully disagree. The data suggests otherwise.
Any thoughts on doing this in a taxable account?
The compounding at year 20+ is when it gets really wild.
How does this compare to just buying VTI and forgetting about it?
I've been thinking about this too. What's your time horizon?
FIRE community is the most underrated corner of personal finance.
Love the transparency. This community needs more of this.
This is the post I needed. Exactly my situation.
Done similar analysis. Your numbers check out.
What brokerage are you using for this?
The hardest part is just not touching it during a crash.
Not financial advice but I'm doing the exact same thing.
I respectfully disagree. The data suggests otherwise.
How long have you been doing this? Impressive numbers.
Counterpoint: what happens if rates stay elevated longer?
Real talk: most people can't stick to this when it gets hard.
FIRE community is the most underrated corner of personal finance.
Appreciate you sharing the L's too. Most people only post wins.
Counterintuitively, the best time to buy is when you're most scared.
Been saying this for years. Nice to see it laid out clearly.
The compounding at year 20+ is when it gets really wild.
Curious about the rebalancing approach. Annual or threshold-based?
Have you stress tested this against a 40% drawdown?
How long have you been doing this? Impressive numbers.
Curious about the rebalancing approach. Annual or threshold-based?
Counterintuitively, the best time to buy is when you're most scared.
I ran the same numbers. You're on the right track.
I've been thinking about this too. What's your time horizon?
The behavioral aspect of investing is so underrated.
Interesting perspective. I see it differently — happy to elaborate.
Be careful about survivorship bias in this analysis.
Have you considered the tax implications of this approach?
The math here is solid. This is what people miss.
How does this compare to just buying VTI and forgetting about it?
The hardest part is just not touching it during a crash.
Mind sharing your full allocation?
FIRE community is the most underrated corner of personal finance.
How long have you been doing this? Impressive numbers.
Real talk: most people can't stick to this when it gets hard.
Love the transparency. This community needs more of this.
Counterintuitively, the best time to buy is when you're most scared.
Fees really do compound in the wrong direction.
What catalyst are you watching for?
Appreciate the transparency here. Most people gatekeep this stuff.
Have you modeled different interest rate scenarios?
Been saying this for years. Nice to see it laid out clearly.
The hardest part is just not touching it during a crash.
Have you modeled different interest rate scenarios?
Have you stress tested this against a 40% drawdown?
How does this compare to just buying VTI and forgetting about it?
Done similar analysis. Your numbers check out.
Be careful about survivorship bias in this analysis.
The international allocation debate never gets old.
The behavioral aspect of investing is so underrated.
I ran the same numbers. You're on the right track.
How does this compare to just buying VTI and forgetting about it?
I respectfully disagree. The data suggests otherwise.
Great post, thanks for sharing this.
The behavioral aspect of investing is so underrated.
Been saying this for years. Nice to see it laid out clearly.
Love the transparency. This community needs more of this.
This is essentially what a financial advisor charges $5k to tell you.
This is essentially what a financial advisor charges $5k to tell you.
What catalyst are you watching for?
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