Emerging markets: is the discount justified?
European valuations: P/E of 14x vs S&P at 22x. Yes Europe has structural issues. But an 8x multiple gap is a lot of buffer for things to go wrong.
46 Comments
Counterpoint: what happens if rates stay elevated longer?
Be careful about survivorship bias in this analysis.
Interesting perspective. I see it differently — happy to elaborate.
The psychology of money matters as much as the math.
I ran the same numbers. You're on the right track.
Be careful about survivorship bias in this analysis.
This is a masterclass. Bookmarked.
Real talk: most people can't stick to this when it gets hard.
This is the way.
Appreciate you sharing the L's too. Most people only post wins.
This is why I come to this community. Real numbers, real analysis.
Been saying this for years. Nice to see it laid out clearly.
What brokerage are you using for this?
The psychology of money matters as much as the math.
Be careful about survivorship bias in this analysis.
I was skeptical at first but this changed my mind.
The psychology of money matters as much as the math.
I've been thinking about this too. What's your time horizon?
The behavioral aspect of investing is so underrated.
This is exactly what I needed to read today.
The hardest part is just not touching it during a crash.
Done similar analysis. Your numbers check out.
Not financial advice but I'm doing the exact same thing.
What catalyst are you watching for?
Great post, thanks for sharing this.
How did this perform during the 2022 drawdown?
Have you modeled different interest rate scenarios?
The math here is solid. This is what people miss.
Real talk: most people can't stick to this when it gets hard.
The hardest part is just not touching it during a crash.
Fees really do compound in the wrong direction.
Love the transparency. This community needs more of this.
The fee math always surprises people when you actually do it out.
How did this perform during the 2022 drawdown?
What's your thoughts on the downside risk here?
I've been burned by this before. Your caution is warranted.
What's your target withdrawal rate in retirement?
Counterintuitively, the best time to buy is when you're most scared.
Counterpoint: what happens if rates stay elevated longer?
Great post, thanks for sharing this.
Have you stress tested this against a 40% drawdown?
What's your target withdrawal rate in retirement?
Not financial advice but I'm doing the exact same thing.
What catalyst are you watching for?
This is a masterclass. Bookmarked.
Counterpoint: what happens if rates stay elevated longer?
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