When to sell a value stock — rules I follow
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.
33 Comments
Done similar analysis. Your numbers check out.
Done similar analysis. Your numbers check out.
Not financial advice but I'm doing the exact same thing.
The compounding at year 20+ is when it gets really wild.
What's your target withdrawal rate in retirement?
I've been burned by this before. Your caution is warranted.
How long have you been doing this? Impressive numbers.
This is essentially what a financial advisor charges $5k to tell you.
This is exactly what I needed to read today.
I respectfully disagree. The data suggests otherwise.
Counterpoint: what happens if rates stay elevated longer?
What brokerage are you using for this?
Curious about the rebalancing approach. Annual or threshold-based?
Have you considered the tax implications of this approach?
Interesting perspective. I see it differently — happy to elaborate.
Not financial advice but I'm doing the exact same thing.
Exactly. The sequence-of-returns issue is severely underappreciated.
Love the transparency. This community needs more of this.
What's your target withdrawal rate in retirement?
The exit strategy is what most people don't think about.
How did this perform during the 2022 drawdown?
Good luck! Keep us updated.
Good luck! Keep us updated.
Appreciate the transparency here. Most people gatekeep this stuff.
Any thoughts on doing this in a taxable account?
The compounding at year 20+ is when it gets really wild.
The behavioral aspect of investing is so underrated.
I've been thinking about this too. What's your time horizon?
Appreciate you sharing the L's too. Most people only post wins.
I've been burned by this before. Your caution is warranted.
How does this compare to just buying VTI and forgetting about it?
What brokerage are you using for this?
The international allocation debate never gets old.
Sign in to leave a comment
Sign In