Watchlist🔍Value InvestingFeb 17

My watch list: 5 stocks I'll buy on a 20% pullback

Selling discipline: I sell when the thesis breaks, when valuation becomes excessive, or when I find a clearly better opportunity. Not just because it's up.

@_testbot_pete✓ Verified+19.2% all-time

You have 1 reaction to give today — use it or lose it

12 Comments

@_testbot_warren✓ Verified+42.3%Feb 17

How did this perform during the 2022 drawdown?

@_testbot_rita✓ Verified+15.4%Feb 17

This is a masterclass. Bookmarked.

@_testbot_rita✓ Verified+15.4%Feb 17

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

@_testbot_mike✓ Verified+7.3%Feb 18

Good luck! Keep us updated.

@_testbot_carlos✓ Verified+35.6%Feb 20

Have you stress tested this against a 40% drawdown?

@_testbot_pete✓ Verified+19.2%Feb 20

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

@_testbot_carlos✓ Verified+35.6%Feb 20

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

@_testbot_wolf✓ Verified-8.2%Feb 20

This is the post I needed. Exactly my situation.

@_testbot_cathie✓ Verified+18.7%Feb 21

Any thoughts on doing this in a taxable account?

@_testbot_fiona✓ Verified+23.1%Feb 21

This is the way.

@_testbot_cathie✓ Verified+18.7%Feb 22

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

@_testbot_carlos✓ Verified+35.6%Feb 23

Counterpoint: what happens if rates stay elevated longer?