Skip to content

Applied Value Investor

Practical approach to sustainable wealth

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

Category: Net Worth

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

Net Worth End of June 2021

By [email protected]
|
July 5, 2021
| No Comments
| FIRE, Net Worth, Personal Finance

Its again time of the month when I report net worth status for AVI family. For folks who are new to this blog, I want to quickly summarize how I report net worth and what are the key metrics that I track month-to-month. The basic Net Worth equation is: [math] \text{Net Worth} = \text{Total Asset} […]

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 May End 2021

By [email protected]
|
June 2, 2021
| No Comments
| Net Worth

The month of May went by in a breeze. In literal sense, we experienced almost perfect spring weather through the month of May in our region, see below. With so much sun to enjoy, it was very difficult to stay put in front of computer! As such, my plans for a follow up to my […]

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 status April 2021

By [email protected]
|
April 5, 2021
| No Comments
| FIRE, Net Worth, Personal Finance

Time for yet another monthly update on AVI family net worth status. As I noted in my last net worth update post, AVI family net worth has surpassed the semi-retirement phase of the 4 phase FIRE path (these being: accumulation; semi-retirement; financial independence and traditional-retirement), i.e., net worth is equal to or greater than AVI […]

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– Mid March 2021.. Say Hello to Flamingo FI

By [email protected]
|
March 15, 2021
| 2 Comments
| FIRE, Net Worth, Personal Finance, Value Investing

Wow! its mid March and for the very first time in a very long time, I missed out on updating AVI family net worth status on time. In the hind sight the delay in reporting has been worth it! As of this writing, I am happy to announce that AVI family has achieved their first […]

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 2 Comments

Networth Update–First for the year 2021

By [email protected]
|
February 6, 2021
| No Comments
| FIRE, Net Worth, Personal Finance

Note: I began writing this article last weekend, but for some reasons could not finish it. A few updates since, Gamestop stonk seems to have fizzled; markets seem to have re bounced back very nicely from the 3 % decline of prior week and it looks very likely that Biden 1.9 Trillion dollar bill will […]

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

Easing into FI/RE

By [email protected]
|
October 28, 2020
| No Comments
| FIRE, Net Worth

Back in June, I talked about flavors of FI/RE, in particular the two versions there of, coast-FI/RE and flamingo FI/RE. These flavors of FI/RE are quite similar in their core ideas, i.e., transition from the rat-race of full-time employment to financial independence and retirement, through an intermediate step of semi-retirement. The essense of this idea […]

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 July 2020

By [email protected]
|
August 1, 2020
| No Comments
| FIRE, Net Worth

Summer vacation for AVI family this year was unsurprisingly rather different. To avoid crowds and popular tourist destinations, AVI family decided to go camping instead. To further minimize contact, we thought it was a smart idea to avoid a weekend getaway.  Mr AVI took advantage of one of the few perks of a salaried man, […]

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

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