My watch list: 5 stocks I'll buy on a 20% pullback
BRK.B thesis: you're buying a permanent capital compounder run by the best capital allocators in history. Trading at 1.5x book, I think it's reasonable.
61 Comments
Great post, thanks for sharing this.
Appreciate you sharing the L's too. Most people only post wins.
Interesting perspective. I see it differently — happy to elaborate.
Done similar analysis. Your numbers check out.
How long have you been doing this? Impressive numbers.
This is a masterclass. Bookmarked.
The exit strategy is what most people don't think about.
The exit strategy is what most people don't think about.
What brokerage are you using for this?
Not financial advice but I'm doing the exact same thing.
Great post, thanks for sharing this.
Any thoughts on doing this in a taxable account?
The compounding at year 20+ is when it gets really wild.
The international allocation debate never gets old.
Love the transparency. This community needs more of this.
Interesting perspective. I see it differently — happy to elaborate.
I've been thinking about this too. What's your time horizon?
Curious about the rebalancing approach. Annual or threshold-based?
What catalyst are you watching for?
Counterintuitively, the best time to buy is when you're most scared.
Fees really do compound in the wrong direction.
What brokerage are you using for this?
The international allocation debate never gets old.
The exit strategy is what most people don't think about.
Love the transparency. This community needs more of this.
I've been thinking about this too. What's your time horizon?
This is a solid framework. Saving this post.
Counterintuitively, the best time to buy is when you're most scared.
The hardest part is just not touching it during a crash.
This is a solid framework. Saving this post.
How did this perform during the 2022 drawdown?
Counterpoint: what happens if rates stay elevated longer?
The fee math always surprises people when you actually do it out.
The math here is solid. This is what people miss.
I ran the same numbers. You're on the right track.
Been saying this for years. Nice to see it laid out clearly.
Be careful about survivorship bias in this analysis.
Be careful about survivorship bias in this analysis.
Exactly. The sequence-of-returns issue is severely underappreciated.
This is either genius or the most expensive lesson of your life.
I respectfully disagree. The data suggests otherwise.
The math here is solid. This is what people miss.
Good luck! Keep us updated.
Mind sharing your full allocation?
I've been burned by this before. Your caution is warranted.
What's your target withdrawal rate in retirement?
How does this compare to just buying VTI and forgetting about it?
What's your thoughts on the downside risk here?
Any thoughts on doing this in a taxable account?
The compounding at year 20+ is when it gets really wild.
This is a masterclass. Bookmarked.
This is exactly what I needed to read today.
This is a solid framework. Saving this post.
Have you modeled different interest rate scenarios?
This is the post I needed. Exactly my situation.
Appreciate you sharing the L's too. Most people only post wins.
This is a masterclass. Bookmarked.
This is the way.
The international allocation debate never gets old.
How does this compare to just buying VTI and forgetting about it?
Any thoughts on doing this in a taxable account?
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