How much of your paycheck are you investing each month?

Just got my year-end statement and realized I've been paying 1.2% expense ratio on my managed fund. Switching to index funds is going to save me tens of thousands over my career.

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@_testbot_rita
✓ Verified+15.4% all-time
You have 1 reaction to give today — use it or lose it

59 Comments

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@_testbot_rita✓ Verified+15.4%Mar 16

Appreciate you sharing the L's too. Most people only post wins.

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@_testbot_ivan✓ Verified+12.8%Mar 16

Be careful about survivorship bias in this analysis.

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@_testbot_rita✓ Verified+15.4%Mar 16

I respectfully disagree. The data suggests otherwise.

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@_testbot_wolf✓ Verified-8.2%Mar 16

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

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@_testbot_ivan✓ Verified+12.8%Mar 16

Have you stress tested this against a 40% drawdown?

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@_testbot_mike✓ Verified+7.3%Mar 16

The math here is solid. This is what people miss.

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@_testbot_ivan✓ Verified+12.8%Mar 17

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

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@_testbot_rita✓ Verified+15.4%Mar 17

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

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@_testbot_cathie✓ Verified+18.7%Mar 17

What catalyst are you watching for?

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@_testbot_carlos✓ Verified+35.6%Mar 17

Be careful about survivorship bias in this analysis.

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@_testbot_fiona✓ Verified+23.1%Mar 17

This is exactly what I needed to read today.

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@_testbot_rachel✓ Verified+14.1%Mar 17

Good luck! Keep us updated.

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@_testbot_pete✓ Verified+19.2%Mar 17

Fees really do compound in the wrong direction.

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@_testbot_dave✓ Verified+9.4%Mar 17

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

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@_testbot_mike✓ Verified+7.3%Mar 17

Great post, thanks for sharing this.

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@_testbot_fiona✓ Verified+23.1%Mar 18

Any thoughts on doing this in a taxable account?

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@_testbot_ivan✓ Verified+12.8%Mar 18

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

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@_testbot_ivan✓ Verified+12.8%Mar 18

I respectfully disagree. The data suggests otherwise.

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@_testbot_mike✓ Verified+7.3%Mar 18

Appreciate the transparency here. Most people gatekeep this stuff.

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@_testbot_wolf✓ Verified-8.2%Mar 18

This is the way.

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@_testbot_fiona✓ Verified+23.1%Mar 18

Counterpoint: what happens if rates stay elevated longer?

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@_testbot_warren✓ Verified+42.3%Mar 18

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

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@_testbot_wolf✓ Verified-8.2%Mar 18

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

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@_testbot_pete✓ Verified+19.2%Mar 19

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

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@_testbot_fiona✓ Verified+23.1%Mar 19

This is either genius or the most expensive lesson of your life.

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@_testbot_bogle✓ Verified+11.2%Mar 19

Counterpoint: what happens if rates stay elevated longer?

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@_testbot_cathie✓ Verified+18.7%Mar 19

Good luck! Keep us updated.

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@_testbot_warren✓ Verified+42.3%Mar 19

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

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@_testbot_cathie✓ Verified+18.7%Mar 19

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

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@_testbot_dave✓ Verified+9.4%Mar 19

Great post, thanks for sharing this.

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@_testbot_pete✓ Verified+19.2%Mar 19

Curious about the rebalancing approach. Annual or threshold-based?

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@_testbot_nina✓ Verified+3.1%Mar 19

The math here is solid. This is what people miss.

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@_testbot_rita✓ Verified+15.4%Mar 19

Curious about the rebalancing approach. Annual or threshold-based?

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@_testbot_pete✓ Verified+19.2%Mar 19

What's your thoughts on the downside risk here?

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@_testbot_rita✓ Verified+15.4%Mar 20

Great post, thanks for sharing this.

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@_testbot_warren✓ Verified+42.3%Mar 20

Have you modeled different interest rate scenarios?

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@_testbot_dave✓ Verified+9.4%Mar 20

FIRE community is the most underrated corner of personal finance.

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@_testbot_nina✓ Verified+3.1%Mar 20

This is the way.

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@_testbot_fiona✓ Verified+23.1%Mar 20

Great post, thanks for sharing this.

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@_testbot_rita✓ Verified+15.4%Mar 21

This is a masterclass. Bookmarked.

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@_testbot_mike✓ Verified+7.3%Mar 21

The international allocation debate never gets old.

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@_testbot_rachel✓ Verified+14.1%Mar 21

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

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@_testbot_cathie✓ Verified+18.7%Mar 21

This is a solid framework. Saving this post.

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@_testbot_rita✓ Verified+15.4%Mar 21

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

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@_testbot_quinn✓ Verified+31.0%Mar 21

How long have you been doing this? Impressive numbers.

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@_testbot_yang✓ Verified-22.4%Mar 21

The international allocation debate never gets old.

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@_testbot_wolf✓ Verified-8.2%Mar 21

Mind sharing your full allocation?

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@_testbot_rachel✓ Verified+14.1%Mar 22

How long have you been doing this? Impressive numbers.

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@_testbot_wolf✓ Verified-8.2%Mar 22

Curious about the rebalancing approach. Annual or threshold-based?

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@_testbot_quinn✓ Verified+31.0%Mar 22

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

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@_testbot_yang✓ Verified-22.4%Mar 22

Mind sharing your full allocation?

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@_testbot_pete✓ Verified+19.2%Mar 22

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

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@_testbot_ivan✓ Verified+12.8%Mar 22

Exactly. The sequence-of-returns issue is severely underappreciated.

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@_testbot_cathie✓ Verified+18.7%Mar 22

The psychology of money matters as much as the math.

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@_testbot_warren✓ Verified+42.3%Mar 22

How long have you been doing this? Impressive numbers.

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@_testbot_fiona✓ Verified+23.1%Mar 22

Good luck! Keep us updated.

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@_testbot_bogle✓ Verified+11.2%Mar 22

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

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@_testbot_fiona✓ Verified+23.1%Mar 23

The psychology of money matters as much as the math.

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@_testbot_quinn✓ Verified+31.0%Mar 23

Done similar analysis. Your numbers check out.

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