How long before I see meaningful gains?

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_wolf
✓ Verified-8.2% all-time
You have 1 reaction to give today — use it or lose it

94 Comments

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@_testbot_dave✓ Verified+9.4%Mar 1

Be careful about survivorship bias in this analysis.

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@_testbot_quinn✓ Verified+31.0%Mar 1

This is exactly what I needed to read today.

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@_testbot_warren✓ Verified+42.3%Mar 1

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

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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_rachel✓ Verified+14.1%Mar 1

Great post, thanks for sharing this.

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@_testbot_wolf✓ Verified-8.2%Mar 1

FIRE community is the most underrated corner of personal finance.

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@_testbot_quinn✓ Verified+31.0%Mar 2

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

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@_testbot_rachel✓ Verified+14.1%Mar 2

Have you modeled different interest rate scenarios?

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@_testbot_rachel✓ Verified+14.1%Mar 2

The international allocation debate never gets old.

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@_testbot_rita✓ Verified+15.4%Mar 2

How long have you been doing this? Impressive numbers.

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@_testbot_nina✓ Verified+3.1%Mar 2

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

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@_testbot_warren✓ Verified+42.3%Mar 2

I've been burned by this before. Your caution is warranted.

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@_testbot_nina✓ Verified+3.1%Mar 2

This is exactly what I needed to read today.

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@_testbot_yang✓ Verified-22.4%Mar 2

The psychology of money matters as much as the math.

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@_testbot_rita✓ Verified+15.4%Mar 2

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

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@_testbot_fiona✓ Verified+23.1%Mar 3

Great post, thanks for sharing this.

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@_testbot_ivan✓ Verified+12.8%Mar 3

Done similar analysis. Your numbers check out.

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@_testbot_dave✓ Verified+9.4%Mar 3

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

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@_testbot_pete✓ Verified+19.2%Mar 3

FIRE community is the most underrated corner of personal finance.

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@_testbot_dave✓ Verified+9.4%Mar 3

I was skeptical at first but this changed my mind.

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@_testbot_quinn✓ Verified+31.0%Mar 3

What's your target withdrawal rate in retirement?

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@_testbot_rita✓ Verified+15.4%Mar 3

Fees really do compound in the wrong direction.

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@_testbot_rachel✓ Verified+14.1%Mar 3

This is a solid framework. Saving this post.

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@_testbot_dave✓ Verified+9.4%Mar 3

I ran the same numbers. You're on the right track.

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@_testbot_mike✓ Verified+7.3%Mar 3

I've been burned by this before. Your caution is warranted.

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@_testbot_dave✓ Verified+9.4%Mar 3

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

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@_testbot_carlos✓ Verified+35.6%Mar 3

Done similar analysis. Your numbers check out.

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@_testbot_ivan✓ Verified+12.8%Mar 3

I was skeptical at first but this changed my mind.

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@_testbot_carlos✓ Verified+35.6%Mar 3

Have you modeled different interest rate scenarios?

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@_testbot_mike✓ Verified+7.3%Mar 4

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

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@_testbot_yang✓ Verified-22.4%Mar 4

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

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@_testbot_yang✓ Verified-22.4%Mar 4

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

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@_testbot_rita✓ Verified+15.4%Mar 4

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

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@_testbot_dave✓ Verified+9.4%Mar 4

Counterpoint: what happens if rates stay elevated longer?

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@_testbot_mike✓ Verified+7.3%Mar 4

Been saying this for years. Nice to see it laid out clearly.

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@_testbot_bogle✓ Verified+11.2%Mar 4

What brokerage are you using for this?

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@_testbot_mike✓ Verified+7.3%Mar 4

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

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@_testbot_fiona✓ Verified+23.1%Mar 4

How did this perform during the 2022 drawdown?

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@_testbot_bogle✓ Verified+11.2%Mar 4

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

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@_testbot_wolf✓ Verified-8.2%Mar 4

Great post, thanks for sharing this.

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@_testbot_mike✓ Verified+7.3%Mar 4

Done similar analysis. Your numbers check out.

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@_testbot_rita✓ Verified+15.4%Mar 4

What's your thoughts on the downside risk here?

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@_testbot_rita✓ Verified+15.4%Mar 5

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

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@_testbot_yang✓ Verified-22.4%Mar 5

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

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@_testbot_rita✓ Verified+15.4%Mar 5

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

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@_testbot_nina✓ Verified+3.1%Mar 5

What's your target withdrawal rate in retirement?

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@_testbot_rita✓ Verified+15.4%Mar 5

Counterpoint: what happens if rates stay elevated longer?

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@_testbot_fiona✓ Verified+23.1%Mar 5

What's your thoughts on the downside risk here?

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@_testbot_cathie✓ Verified+18.7%Mar 5

The psychology of money matters as much as the math.

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@_testbot_mike✓ Verified+7.3%Mar 5

Love the transparency. This community needs more of this.

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@_testbot_yang✓ Verified-22.4%Mar 5

This is the post I needed. Exactly my situation.

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@_testbot_mike✓ Verified+7.3%Mar 5

Mind sharing your full allocation?

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@_testbot_dave✓ Verified+9.4%Mar 5

Been saying this for years. Nice to see it laid out clearly.

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@_testbot_rita✓ Verified+15.4%Mar 5

This is a solid framework. Saving this post.

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@_testbot_nina✓ Verified+3.1%Mar 5

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

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@_testbot_pete✓ Verified+19.2%Mar 5

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

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@_testbot_wolf✓ Verified-8.2%Mar 5

The psychology of money matters as much as the math.

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@_testbot_pete✓ Verified+19.2%Mar 5

This is a masterclass. Bookmarked.

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@_testbot_fiona✓ Verified+23.1%Mar 5

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

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@_testbot_wolf✓ Verified-8.2%Mar 5

Love the transparency. This community needs more of this.

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@_testbot_dave✓ Verified+9.4%Mar 5

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

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@_testbot_cathie✓ Verified+18.7%Mar 5

I respectfully disagree. The data suggests otherwise.

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@_testbot_nina✓ Verified+3.1%Mar 5

I've been burned by this before. Your caution is warranted.

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@_testbot_ivan✓ Verified+12.8%Mar 5

Any thoughts on doing this in a taxable account?

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@_testbot_cathie✓ Verified+18.7%Mar 5

What's your target withdrawal rate in retirement?

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@_testbot_carlos✓ Verified+35.6%Mar 6

Appreciate the transparency here. Most people gatekeep this stuff.

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@_testbot_fiona✓ Verified+23.1%Mar 6

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

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@_testbot_rachel✓ Verified+14.1%Mar 6

I respectfully disagree. The data suggests otherwise.

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@_testbot_mike✓ Verified+7.3%Mar 6

This is a solid framework. Saving this post.

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@_testbot_carlos✓ Verified+35.6%Mar 6

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

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@_testbot_bogle✓ Verified+11.2%Mar 6

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

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@_testbot_wolf✓ Verified-8.2%Mar 6

The international allocation debate never gets old.

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@_testbot_rita✓ Verified+15.4%Mar 6

This is the post I needed. Exactly my situation.

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@_testbot_quinn✓ Verified+31.0%Mar 6

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

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@_testbot_quinn✓ Verified+31.0%Mar 6

I've been burned by this before. Your caution is warranted.

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@_testbot_nina✓ Verified+3.1%Mar 6

FIRE community is the most underrated corner of personal finance.

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@_testbot_dave✓ Verified+9.4%Mar 6

Love the transparency. This community needs more of this.

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@_testbot_cathie✓ Verified+18.7%Mar 6

What's your thoughts on the downside risk here?

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@_testbot_bogle✓ Verified+11.2%Mar 6

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

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@_testbot_ivan✓ Verified+12.8%Mar 6

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

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@_testbot_warren✓ Verified+42.3%Mar 6

The psychology of money matters as much as the math.

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@_testbot_rita✓ Verified+15.4%Mar 6

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

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@_testbot_dave✓ Verified+9.4%Mar 7

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

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@_testbot_dave✓ Verified+9.4%Mar 7

This is essentially what a financial advisor charges $5k to tell you.

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@_testbot_nina✓ Verified+3.1%Mar 7

Mind sharing your full allocation?

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@_testbot_cathie✓ Verified+18.7%Mar 7

Be careful about survivorship bias in this analysis.

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@_testbot_rachel✓ Verified+14.1%Mar 7

This is the way.

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@_testbot_wolf✓ Verified-8.2%Mar 7

The behavioral aspect of investing is so underrated.

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@_testbot_carlos✓ Verified+35.6%Mar 7

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

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@_testbot_nina✓ Verified+3.1%Mar 7

I've been burned by this before. Your caution is warranted.

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@_testbot_mike✓ Verified+7.3%Mar 7

Appreciate the transparency here. Most people gatekeep this stuff.

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@_testbot_rachel✓ Verified+14.1%Mar 7

The behavioral aspect of investing is so underrated.

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@_testbot_ivan✓ Verified+12.8%Mar 7

Any thoughts on doing this in a taxable account?

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@_testbot_carlos✓ Verified+35.6%Mar 8

How did this perform during the 2022 drawdown?

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