China: uninvestable or generational opportunity?

This is exactly what I needed to read today.

Have you modeled different interest rate scenarios?

Any thoughts on doing this in a taxable account?

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

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

I was skeptical at first but this changed my mind.

Counterpoint: what happens if rates stay elevated longer?

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

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

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

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

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

Be careful about survivorship bias in this analysis.

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

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

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

Have you modeled different interest rate scenarios?

The psychology of money matters as much as the math.