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My First Million

My First Million

The best business ideas come from noticing what's working and doing it better, faster, or for a different audience.

Back to Takes

For entrepreneurs who achieve significant exits, extremely conservative index fund strategies (70-80% allocation) are optimal for wealth preservation despite appearing overly cautious.

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investment_philosophy

The Reasoning

After achieving financial independence through high-risk entrepreneurship, the psychological and practical benefits of guaranteed security outweigh potential higher returns from active investing.

What Needs to Be True

  • Exit amount is sufficient for 3% withdrawal to fund lifestyle
  • Investor has separate income streams for current needs
  • Investor values stress reduction over return maximization
  • Historical market returns continue long-term

Counterargument

This approach severely limits wealth growth potential and may not keep up with lifestyle inflation or economic changes over decades.

What Would Change This View

Evidence that conservative investors consistently underperform in long-term wealth building or that active management provides better risk-adjusted returns for this demographic.

Implications for Builders

Focus on achieving one significant exit rather than multiple moderate successes

Plan post-exit strategy before the exit occurs

Consider wealth preservation as a legitimate business strategy

Don't judge others' conservative approaches if they've already 'won'

Example Application

Entrepreneur who sold company for $20M puts $15M in index funds, continues earning $500K from new ventures, never touches the index fund principal despite it seeming 'boring' to other entrepreneurs.