New position in $O — my thesis

What's your target withdrawal rate in retirement?

Be careful about survivorship bias in this analysis.

Love the transparency. This community needs more of this.

This is a masterclass. Bookmarked.

The international allocation debate never gets old.

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

This is a masterclass. Bookmarked.

How did this perform during the 2022 drawdown?

The math here is solid. This is what people miss.

This is a masterclass. Bookmarked.

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

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

What's your target withdrawal rate in retirement?

Have you stress tested this against a 40% drawdown?

Good luck! Keep us updated.

Counterpoint: what happens if rates stay elevated longer?

What brokerage are you using for this?

I respectfully disagree. The data suggests otherwise.

Mind sharing your full allocation?

I was skeptical at first but this changed my mind.

The math here is solid. This is what people miss.

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

Mind sharing your full allocation?

What catalyst are you watching for?

Any thoughts on doing this in a taxable account?

The psychology of money matters as much as the math.

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

Love the transparency. This community needs more of this.

Any thoughts on doing this in a taxable account?

I respectfully disagree. The data suggests otherwise.

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

Counterpoint: what happens if rates stay elevated longer?

The psychology of money matters as much as the math.

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

This is exactly what I needed to read today.

This is the post I needed. Exactly my situation.

The international allocation debate never gets old.

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

I was skeptical at first but this changed my mind.

Any thoughts on doing this in a taxable account?

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

This is the post I needed. Exactly my situation.

I respectfully disagree. The data suggests otherwise.

This is exactly what I needed to read today.

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

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

Fees really do compound in the wrong direction.

This is a masterclass. Bookmarked.

This is the post I needed. Exactly my situation.

This is the way.

Fees really do compound in the wrong direction.

Done similar analysis. Your numbers check out.

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

The international allocation debate never gets old.

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

This is a masterclass. Bookmarked.

FIRE community is the most underrated corner of personal finance.

This is a solid framework. Saving this post.