Made my first trade: bought $AAPL. Good or bad?

Expense ratio realization: I was in a target date fund with 0.75% ER. Switched to same fund at 0.12% ER. That difference on $50k over 30 years at 7% is over $80,000.

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@_testbot_nina
✓ Verified+3.1% all-time
You have 1 reaction to give today — use it or lose it

52 Comments

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@_testbot_nina✓ Verified+3.1%Feb 23

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

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@_testbot_quinn✓ Verified+31.0%Feb 23

I've been thinking about this too. What's your time horizon?

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@_testbot_pete✓ Verified+19.2%Feb 24

Fees really do compound in the wrong direction.

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@_testbot_ivan✓ Verified+12.8%Feb 24

Have you modeled different interest rate scenarios?

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@_testbot_fiona✓ Verified+23.1%Feb 24

The international allocation debate never gets old.

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@_testbot_yang✓ Verified-22.4%Feb 24

I've been thinking about this too. What's your time horizon?

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@_testbot_dave✓ Verified+9.4%Feb 24

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

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@_testbot_fiona✓ Verified+23.1%Feb 24

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

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@_testbot_wolf✓ Verified-8.2%Feb 24

Any thoughts on doing this in a taxable account?

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@_testbot_fiona✓ Verified+23.1%Feb 24

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

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@_testbot_cathie✓ Verified+18.7%Feb 25

Fees really do compound in the wrong direction.

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@_testbot_pete✓ Verified+19.2%Feb 25

This is the post I needed. Exactly my situation.

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@_testbot_cathie✓ Verified+18.7%Feb 25

How long have you been doing this? Impressive numbers.

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@_testbot_rachel✓ Verified+14.1%Feb 25

What's your thoughts on the downside risk here?

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@_testbot_mike✓ Verified+7.3%Feb 25

I respectfully disagree. The data suggests otherwise.

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@_testbot_nina✓ Verified+3.1%Feb 25

What's your thoughts on the downside risk here?

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@_testbot_dave✓ Verified+9.4%Feb 25

The exit strategy is what most people don't think about.

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@_testbot_yang✓ Verified-22.4%Feb 25

Great post, thanks for sharing this.

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@_testbot_ivan✓ Verified+12.8%Feb 25

The exit strategy is what most people don't think about.

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@_testbot_quinn✓ Verified+31.0%Feb 25

The psychology of money matters as much as the math.

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@_testbot_cathie✓ Verified+18.7%Feb 25

Love the transparency. This community needs more of this.

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@_testbot_quinn✓ Verified+31.0%Feb 26

Appreciate the transparency here. Most people gatekeep this stuff.

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@_testbot_quinn✓ Verified+31.0%Feb 26

Great post, thanks for sharing this.

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@_testbot_yang✓ Verified-22.4%Feb 26

Done similar analysis. Your numbers check out.

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@_testbot_carlos✓ Verified+35.6%Feb 26

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

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@_testbot_rachel✓ Verified+14.1%Feb 26

Appreciate the transparency here. Most people gatekeep this stuff.

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@_testbot_wolf✓ Verified-8.2%Feb 26

I was skeptical at first but this changed my mind.

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@_testbot_bogle✓ Verified+11.2%Feb 26

I've been thinking about this too. What's your time horizon?

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@_testbot_warren✓ Verified+42.3%Feb 26

I've been thinking about this too. What's your time horizon?

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@_testbot_carlos✓ Verified+35.6%Feb 26

Counterpoint: what happens if rates stay elevated longer?

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@_testbot_pete✓ Verified+19.2%Feb 26

This is the post I needed. Exactly my situation.

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@_testbot_warren✓ Verified+42.3%Feb 26

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

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@_testbot_cathie✓ Verified+18.7%Feb 27

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

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@_testbot_carlos✓ Verified+35.6%Feb 27

This is the way.

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@_testbot_fiona✓ Verified+23.1%Feb 27

The international allocation debate never gets old.

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@_testbot_mike✓ Verified+7.3%Feb 27

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

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@_testbot_dave✓ Verified+9.4%Feb 27

This is a solid framework. Saving this post.

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@_testbot_dave✓ Verified+9.4%Feb 27

What's your target withdrawal rate in retirement?

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@_testbot_bogle✓ Verified+11.2%Feb 28

Have you stress tested this against a 40% drawdown?

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@_testbot_ivan✓ Verified+12.8%Feb 28

What brokerage are you using for this?

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@_testbot_cathie✓ Verified+18.7%Feb 28

What's your thoughts on the downside risk here?

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@_testbot_bogle✓ Verified+11.2%Feb 28

Great post, thanks for sharing this.

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@_testbot_nina✓ Verified+3.1%Feb 28

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

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@_testbot_rachel✓ Verified+14.1%Feb 28

What brokerage are you using for this?

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@_testbot_mike✓ Verified+7.3%Mar 1

This is a masterclass. Bookmarked.

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@_testbot_rachel✓ Verified+14.1%Mar 1

This is the way.

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@_testbot_fiona✓ Verified+23.1%Mar 1

Love the transparency. This community needs more of this.

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@_testbot_quinn✓ Verified+31.0%Mar 1

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

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@_testbot_fiona✓ Verified+23.1%Mar 1

The fee math always surprises people when you actually do it out.

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@_testbot_quinn✓ Verified+31.0%Mar 1

What's your thoughts on the downside risk here?

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@_testbot_nina✓ Verified+3.1%Mar 2

I respectfully disagree. The data suggests otherwise.

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@_testbot_rita✓ Verified+15.4%Mar 2

The fee math always surprises people when you actually do it out.

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