Free cash flow yield: my primary valuation metric
JPM is the best-run bank in America. Superior risk management, diversified revenue, fortress balance sheet. Not cheap but quality rarely is.
52 Comments
Have you considered the tax implications of this approach?
Curious about the rebalancing approach. Annual or threshold-based?
Have you modeled different interest rate scenarios?
I've been thinking about this too. What's your time horizon?
Appreciate the transparency here. Most people gatekeep this stuff.
What catalyst are you watching for?
What's your target withdrawal rate in retirement?
Mind sharing your full allocation?
Have you modeled different interest rate scenarios?
This is why I come to this community. Real numbers, real analysis.
Not financial advice but I'm doing the exact same thing.
This is the way.
I was skeptical at first but this changed my mind.
Any thoughts on doing this in a taxable account?
I respectfully disagree. The data suggests otherwise.
I was skeptical at first but this changed my mind.
Be careful about survivorship bias in this analysis.
What's your target withdrawal rate in retirement?
How does this compare to just buying VTI and forgetting about it?
FIRE community is the most underrated corner of personal finance.
FIRE community is the most underrated corner of personal finance.
What catalyst are you watching for?
Love the transparency. This community needs more of this.
Appreciate the transparency here. Most people gatekeep this stuff.
Real talk: most people can't stick to this when it gets hard.
Done similar analysis. Your numbers check out.
The exit strategy is what most people don't think about.
Any thoughts on doing this in a taxable account?
This is why I come to this community. Real numbers, real analysis.
I've been burned by this before. Your caution is warranted.
This is exactly what I needed to read today.
This is either genius or the most expensive lesson of your life.
Any thoughts on doing this in a taxable account?
What's your target withdrawal rate in retirement?
Mind sharing your full allocation?
The psychology of money matters as much as the math.
The exit strategy is what most people don't think about.
Love the transparency. This community needs more of this.
I was skeptical at first but this changed my mind.
Have you stress tested this against a 40% drawdown?
This is exactly what I needed to read today.
The psychology of money matters as much as the math.
This is a masterclass. Bookmarked.
I've been burned by this before. Your caution is warranted.
Have you stress tested this against a 40% drawdown?
FIRE community is the most underrated corner of personal finance.
The compounding at year 20+ is when it gets really wild.
The fee math always surprises people when you actually do it out.
I ran the same numbers. You're on the right track.
What's your target withdrawal rate in retirement?
Have you modeled different interest rate scenarios?
How long have you been doing this? Impressive numbers.
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