International small cap: the most overlooked asset class
India thesis: 1.4B population, median age 28, rising middle class, English-speaking workforce, democratic rule of law. GDP growth 6-7%. Market is expensive but for a reason.
41 Comments
I was skeptical at first but this changed my mind.
Appreciate you sharing the L's too. Most people only post wins.
This is the way.
What's your thoughts on the downside risk here?
I've been thinking about this too. What's your time horizon?
Interesting perspective. I see it differently — happy to elaborate.
What catalyst are you watching for?
This is either genius or the most expensive lesson of your life.
How long have you been doing this? Impressive numbers.
I've been thinking about this too. What's your time horizon?
This is a solid framework. Saving this post.
The hardest part is just not touching it during a crash.
How did this perform during the 2022 drawdown?
The fee math always surprises people when you actually do it out.
This is a masterclass. Bookmarked.
How did this perform during the 2022 drawdown?
What catalyst are you watching for?
Have you stress tested this against a 40% drawdown?
Love the transparency. This community needs more of this.
This is essentially what a financial advisor charges $5k to tell you.
Not financial advice but I'm doing the exact same thing.
Great post, thanks for sharing this.
I ran the same numbers. You're on the right track.
Have you stress tested this against a 40% drawdown?
The fee math always surprises people when you actually do it out.
What brokerage are you using for this?
How did this perform during the 2022 drawdown?
Counterintuitively, the best time to buy is when you're most scared.
Have you considered the tax implications of this approach?
Love the transparency. This community needs more of this.
The exit strategy is what most people don't think about.
How does this compare to just buying VTI and forgetting about it?
Curious about the rebalancing approach. Annual or threshold-based?
This is a solid framework. Saving this post.
Any thoughts on doing this in a taxable account?
The exit strategy is what most people don't think about.
FIRE community is the most underrated corner of personal finance.
How does this compare to just buying VTI and forgetting about it?
Love the transparency. This community needs more of this.
What's your thoughts on the downside risk here?
This is why I come to this community. Real numbers, real analysis.
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