Finding value in financials — my $JPM thesis

Great post, thanks for sharing this.

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

Counterpoint: what happens if rates stay elevated longer?

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

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

I was skeptical at first but this changed my mind.

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

Be careful about survivorship bias in this analysis.

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

Have you stress tested this against a 40% drawdown?

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

This is the post I needed. Exactly my situation.

What brokerage are you using for this?

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

How long have you been doing this? Impressive numbers.

Have you stress tested this against a 40% drawdown?

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

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

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

Have you stress tested this against a 40% drawdown?

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

FIRE community is the most underrated corner of personal finance.

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

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

Done similar analysis. Your numbers check out.

Great post, thanks for sharing this.

Any thoughts on doing this in a taxable account?

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

This is why I come to this community. Real numbers, real analysis.

Love the transparency. This community needs more of this.

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

Have you considered the tax implications of this approach?

Have you modeled different interest rate scenarios?

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

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

This is the post I needed. Exactly my situation.

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

Have you modeled different interest rate scenarios?

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

This is the post I needed. Exactly my situation.