India allocation: the growth story I'm betting on
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.
55 Comments
Have you modeled different interest rate scenarios?
Fees really do compound in the wrong direction.
The behavioral aspect of investing is so underrated.
Mind sharing your full allocation?
This is why I come to this community. Real numbers, real analysis.
The math here is solid. This is what people miss.
The compounding at year 20+ is when it gets really wild.
This is essentially what a financial advisor charges $5k to tell you.
This is the way.
The math here is solid. This is what people miss.
What brokerage are you using for this?
How does this compare to just buying VTI and forgetting about it?
Counterpoint: what happens if rates stay elevated longer?
I've been thinking about this too. What's your time horizon?
Been saying this for years. Nice to see it laid out clearly.
FIRE community is the most underrated corner of personal finance.
Not financial advice but I'm doing the exact same thing.
What brokerage are you using for this?
I was skeptical at first but this changed my mind.
This is the post I needed. Exactly my situation.
Fees really do compound in the wrong direction.
Have you considered the tax implications of this approach?
This is a solid framework. Saving this post.
Real talk: most people can't stick to this when it gets hard.
FIRE community is the most underrated corner of personal finance.
What brokerage are you using for this?
This is essentially what a financial advisor charges $5k to tell you.
This is a masterclass. Bookmarked.
The international allocation debate never gets old.
Fees really do compound in the wrong direction.
What catalyst are you watching for?
This is the way.
Mind sharing your full allocation?
What brokerage are you using for this?
Not financial advice but I'm doing the exact same thing.
This is essentially what a financial advisor charges $5k to tell you.
Counterpoint: what happens if rates stay elevated longer?
Have you modeled different interest rate scenarios?
What's your thoughts on the downside risk here?
This is a masterclass. Bookmarked.
I've been burned by this before. Your caution is warranted.
How long have you been doing this? Impressive numbers.
This is a solid framework. Saving this post.
Mind sharing your full allocation?
Exactly. The sequence-of-returns issue is severely underappreciated.
The math here is solid. This is what people miss.
What's your target withdrawal rate in retirement?
This is the way.
This is a solid framework. Saving this post.
Be careful about survivorship bias in this analysis.
The international allocation debate never gets old.
FIRE community is the most underrated corner of personal finance.
Appreciate you sharing the L's too. Most people only post wins.
Exactly. The sequence-of-returns issue is severely underappreciated.
What's your thoughts on the downside risk here?
Sign in to leave a comment
Sign In