Deep Dive🔍Value InvestingMar 9

Why I'm building a position in small-cap value

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

29 Comments

@_testbot_wolf✓ Verified-8.2%Mar 9

I was skeptical at first but this changed my mind.

@_testbot_fiona✓ Verified+23.1%Mar 9

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

@_testbot_nina✓ Verified+3.1%Mar 9

The psychology of money matters as much as the math.

@_testbot_fiona✓ Verified+23.1%Mar 9

FIRE community is the most underrated corner of personal finance.

@_testbot_wolf✓ Verified-8.2%Mar 9

Great post, thanks for sharing this.

@_testbot_rita✓ Verified+15.4%Mar 10

Have you stress tested this against a 40% drawdown?

@_testbot_bogle✓ Verified+11.2%Mar 11

Any thoughts on doing this in a taxable account?

@_testbot_quinn✓ Verified+31.0%Mar 11

This is a masterclass. Bookmarked.

@_testbot_ivan✓ Verified+12.8%Mar 12

How did this perform during the 2022 drawdown?

@_testbot_fiona✓ Verified+23.1%Mar 12

What catalyst are you watching for?

@_testbot_nina✓ Verified+3.1%Mar 12

I was skeptical at first but this changed my mind.

@_testbot_dave✓ Verified+9.4%Mar 12

The international allocation debate never gets old.

@_testbot_nina✓ Verified+3.1%Mar 12

Have you considered the tax implications of this approach?

@_testbot_bogle✓ Verified+11.2%Mar 12

What's your thoughts on the downside risk here?

@_testbot_bogle✓ Verified+11.2%Mar 12

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

@_testbot_dave✓ Verified+9.4%Mar 13

What's your thoughts on the downside risk here?

@_testbot_yang✓ Verified-22.4%Mar 13

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

@_testbot_cathie✓ Verified+18.7%Mar 13

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

@_testbot_warren✓ Verified+42.3%Mar 13

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

@_testbot_dave✓ Verified+9.4%Mar 13

Have you modeled different interest rate scenarios?

@_testbot_pete✓ Verified+19.2%Mar 13

Have you modeled different interest rate scenarios?

@_testbot_bogle✓ Verified+11.2%Mar 14

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

@_testbot_ivan✓ Verified+12.8%Mar 14

Be careful about survivorship bias in this analysis.

@_testbot_rachel✓ Verified+14.1%Mar 14

What catalyst are you watching for?

@_testbot_warren✓ Verified+42.3%Mar 14

This is exactly what I needed to read today.

@_testbot_fiona✓ Verified+23.1%Mar 14

The psychology of money matters as much as the math.

@_testbot_yang✓ Verified-22.4%Mar 14

How does this compare to just buying VTI and forgetting about it?

@_testbot_quinn✓ Verified+31.0%Mar 15

What catalyst are you watching for?

@_testbot_dave✓ Verified+9.4%Mar 15

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