Skip to content

Applied Value Investor

Practical approach to sustainable wealth

Menu
  • Home
  • About
  • Contact Us
  • Useful Resources
  • Financial Independence Countdown

Category: Family

Family Vacation- Cancun

By [email protected]
|
December 25, 2023
| No Comments
| Family, Musing

We returned from Cancun vacation last week. This vacation break was some what different from places and things we have been doing over the past several years– namely, children friendly destinations such as Disney or road trips to National Parks. As such not knowing much about popular tourist destinations such as Cancun, we were a […]

Share this:

  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on X (Opens in new window) X
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on WhatsApp (Opens in new window) WhatsApp

Like this:

Like Loading...

Read More »

Posted in %1$s Tagged %1$s

Net Worth End of Sept 2021

By [email protected]
|
October 3, 2021
| No Comments
| Family, Net Worth, Personal Finance

Lets us begin this post by having a look at the following chart: The chart plots the percent change in AVI family net worth (shown in blue) in comparison to change in S&P 500 index (red). In addition, I plot the change in net worth discounting for the unprecedented growth in valuation for AVI family […]

Share this:

  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on X (Opens in new window) X
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on WhatsApp (Opens in new window) WhatsApp

Like this:

Like Loading...

Read More »

Posted in %1$s Tagged %1$s

Networth Oct 2020

By [email protected]
|
November 6, 2020
| No Comments
| Family, Net Worth, Personal Finance, Value Investing

Update to the post: I started writing the post last weekend and almost a week has gone by since and what a week it has been! Some of what I say below may already be history, certainly seems to be the case with markets up 7 % for the week! With this note, here’s what […]

Share this:

  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on X (Opens in new window) X
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on WhatsApp (Opens in new window) WhatsApp

Like this:

Like Loading...

Read More »

Posted in %1$s Tagged %1$s

Middle Class life on $400,000 annual income?

By [email protected]
|
October 11, 2020
| No Comments
| Family, Musing, Personal Finance

The $400,000 number seems to have garnered a lot of interest since recent the vice-presidential debate between the democratic nominee Kamila Harris (KH) and the republican nominee, Mike Pence (MP). During the debate, KH said that Biden would not raise taxes on anyone making under $400,000 a year, which follows from the statement made by […]

Share this:

  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on X (Opens in new window) X
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on WhatsApp (Opens in new window) WhatsApp

Like this:

Like Loading...

Read More »

Posted in %1$s Tagged %1$s

Networth September 2020

By [email protected]
|
October 6, 2020
| No Comments
| Family, FIRE, Personal Finance

I have been meaning to complete my series on Portfolio Hedging for some time now. However, with two kids enrolled in full-time online classes, my mornings are now occupied taking care of kids and their schooling needs. Much of my for-pay work now happens in the evenings and as a result the times that I […]

Share this:

  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on X (Opens in new window) X
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on WhatsApp (Opens in new window) WhatsApp

Like this:

Like Loading...

Read More »

Posted in %1$s Tagged %1$s

Networth update June 2020

By [email protected]
|
July 13, 2020
| 1 Comment
| Family, Musing, Net Worth, Personal Finance

The past week was extremely busy for AVI family. Mrs AVI took keen interest in painting the younger AVI kiddo room and the only contribution from Mr AVI, remove cover panels from electric outlets! Before you think how insensitive, Mr AVI was busy as well and doing the stuff that most Americans supposedly hate, filing […]

Share this:

  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on X (Opens in new window) X
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on WhatsApp (Opens in new window) WhatsApp

Like this:

Like Loading...

Read More »

Posted in %1$s Tagged %1$s 1 Comment

Its been a good week

By [email protected]
|
May 4, 2020
| No Comments
| Family, Musing

The title for today’s post is a personal. Its been a good week because AVI kiddo topped in his section (2nd grade) of WA State Chess Championship for the year 2020. Kiddo has been participating in this annual event for the last 3 years. In the first year, he won 3 games of the 5 […]

Share this:

  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on X (Opens in new window) X
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on WhatsApp (Opens in new window) WhatsApp

Like this:

Like Loading...

Read More »

Posted in %1$s Tagged %1$s

Line in Sand

By [email protected]
|
April 21, 2020
| No Comments
| Family, FIRE, Musing

Its been more than a month since work from home policy was put in place by my employer. Its also almost month to the date since schools in our neighborhood have been closed. Enough of a time has now passed for me to assess the pros and cons of how I and AVI family are […]

Share this:

  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on X (Opens in new window) X
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on WhatsApp (Opens in new window) WhatsApp

Like this:

Like Loading...

Read More »

Posted in %1$s

Final Net Worth Progress Report for the year

By [email protected]
|
December 24, 2019
| No Comments
| Family, FIRE, Personal Finance

In about 7 days we will usher in a new decade. The decade of teens, will soon be bygone, a decade of American prosperity in which markets (S&P 500) returned 250 % on the upside, never once dipping more than 20 % from the peak. Assuming nothing goes wrong in the last few days that […]

Share this:

  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on X (Opens in new window) X
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on WhatsApp (Opens in new window) WhatsApp

Like this:

Like Loading...

Read More »

Posted in %1$s Tagged %1$s

Net worth Update Nov 2019

By [email protected]
|
November 25, 2019
| No Comments
| Family, FIRE, Personal Finance

Its time for net worth update. Starting from Oct. 2019, in addition to tracking net worth as a percentage of our FI number, I started tracking two additional metrics: (a) Liquid Net Worth/ Debt Ratio (LND) and (b) Cash Balance/ Two years living expense (CBT). These two metrics are designed for me to know when […]

Share this:

  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on X (Opens in new window) X
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on WhatsApp (Opens in new window) WhatsApp

Like this:

Like Loading...

Read More »

Posted in %1$s Tagged %1$s

Posts pagination

1 2 Next

Recent Posts

  • Why I am suddenly so excited to look into Tech investing as a Contrarian play
  • End of 2024 Financial Status Updates
  • End of FIRE Journey
  • Revisiting the Question: Should I Payoff Mortgage Early?
  • 2023 end of the year networth update
  • Family Vacation- Cancun
  • Invert Always Invert– The Man Who Danced to the tune of his own Music is Dead!
  • Bank on the Run
  • Berkshire Annual Letter 2022
  • Career break!
  • FIRE Life-Style Achieved!
  • Deep Dive–Brookfield Corporation
  • 2022 End of the Year Portfolio Review
  • 2022 End of Year Net Worth Update
  • What does chatGPT think of my investment principles?

This blog should not be considered as investment advice of any kind. Any opinions expressed in this blog are solely for information or entertainment purpose only. Do not consider any information in this blog as a recommendation or an offer or solicitation for purchase (or sale) of any investment vehicle.

Copyright © 2017. All rights reserved AppliedValueInvestor. No part of this blog may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of the author of this blog, except in the case of brief quotations embodied in critical reviews and certain other noncommercial uses permitted by copyright law. Please contact me if you want to use any part of my writing.

Categories

  • Active Portfolio
  • Behavioral Biases
  • Education
  • Family
  • FIRE
  • Investing
  • Musing
  • Net Worth
  • Personal Finance
  • Retirement Portfolio
  • Value Investing

Cannot load blog information at this time.

Meta

  • Register
  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Recent Posts

  • Why I am suddenly so excited to look into Tech investing as a Contrarian play
  • End of 2024 Financial Status Updates
  • End of FIRE Journey
  • Revisiting the Question: Should I Payoff Mortgage Early?
  • 2023 end of the year networth update
  • Family Vacation- Cancun
  • Invert Always Invert– The Man Who Danced to the tune of his own Music is Dead!
  • Bank on the Run
  • Berkshire Annual Letter 2022
  • Career break!
  • FIRE Life-Style Achieved!
  • Deep Dive–Brookfield Corporation
  • 2022 End of the Year Portfolio Review
  • 2022 End of Year Net Worth Update
  • What does chatGPT think of my investment principles?

This blog should not be considered as investment advice of any kind. Any opinions expressed in this blog are solely for information or entertainment purpose only. Do not consider any information in this blog as a recommendation or an offer or solicitation for purchase (or sale) of any investment vehicle.

Copyright © 2017. All rights reserved AppliedValueInvestor. No part of this blog may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of the author of this blog, except in the case of brief quotations embodied in critical reviews and certain other noncommercial uses permitted by copyright law. Please contact me if you want to use any part of my writing.

Categories

  • Active Portfolio
  • Behavioral Biases
  • Education
  • Family
  • FIRE
  • Investing
  • Musing
  • Net Worth
  • Personal Finance
  • Retirement Portfolio
  • Value Investing

Cannot load blog information at this time.

Meta

  • Register
  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Powered by WordPress Applied Value Investor 2025 | All Rights Reserved.

%d