Japan equities: is the cheap valuation finally working?
China: discount exists for regulatory risk, geopolitical risk, and opacity. I reduced China from 15% to 5% of my international allocation. Still there, but sizing reflects the risks.
21 Comments
This is exactly what I needed to read today.
Fees really do compound in the wrong direction.
I was skeptical at first but this changed my mind.
How did this perform during the 2022 drawdown?
The fee math always surprises people when you actually do it out.
FIRE community is the most underrated corner of personal finance.
The exit strategy is what most people don't think about.
The behavioral aspect of investing is so underrated.
Be careful about survivorship bias in this analysis.
Have you modeled different interest rate scenarios?
How did this perform during the 2022 drawdown?
The psychology of money matters as much as the math.
The international allocation debate never gets old.
I respectfully disagree. The data suggests otherwise.
What brokerage are you using for this?
Fees really do compound in the wrong direction.
Any thoughts on doing this in a taxable account?
Mind sharing your full allocation?
What brokerage are you using for this?
The psychology of money matters as much as the math.
This is essentially what a financial advisor charges $5k to tell you.
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