So how much would you have today if you just invested 70/30 in Total Stock Market/Total Bond market index funds?
- Also someone posted had I done BH starting October 2021 I would have 10.5m. I didn't double check the math, but I'm pretty sure they are right. However, we are cherry picking times.
- If I had done BH 2 Fund in 2018 when I started tracking, it would be $5.3m today vs $8.5m I actually have. Dates can be arbitrary.
- When my NVDL shares get called away, I will have more than via BH, but with considerably more effort and risk. Although, the end has not been written yet.
You are not considering the important part of taxes, when you get out of your positions. Assuming you will be in a high tax bracket with so much gains, try analyzing your after-tax return and compare with buy-and-hold index funds. You will be surprised.
Statistics: Posted by investlikebogle — Mon Sep 02, 2024 12:09 am — Replies 488 — Views 120978
