Practical approach to sustainable wealth
Its been a month since my last post. Most certainly the frequency of my blog posts have gone down significantly. I want to in part blame myself for the time mis-management and in part to the phenomenon called “life-happens”! Regardless, one constant in my life has been investment readings and in general keeping abreast of […]
STEP stands for (S)imple, (T)olerable, (E)nduring and (P)assive. Before I dig deep into my revised investment philosophy and the changes in AVI portfolio that it has entailed, lets take a look back into the 3-years of investing life that was guided by my prior investment philosophy, which I put to pen in late 2017. For […]
Let me begin by showing the following chart, Buffet indicator, otherwise the ratio of US total stock market valuation to US GDP, has officially crossed the peak value reached during the dot-com bubble, not withstanding the correction in the stock price of growth oriented stocks in the past week. The rapid rise in the 10 […]
As the saying goes hindsight is 2020, so are we all great to see 2020 in the hindsight! The first two weeks of 2021, however, do not seem any different from what the bygone year looked like! Covid-19 is on tear unabated, the economy is still suffering, infact, the non-farm payroll entered into negative territory […]
For the regular followers of this blog, I want to apologize for the hiatus. I started writing this blog on Aug 18th, however family and work priorities meant, I just could not muster the time to finish writing the article. The following chart is quite stunning! The chart represents the price of QQQ, an ETF […]
In one of the very first articles for the year, I did a pre-mortem analysis on my investment portfolio. The very first question I tackled was, What will I do and how will I feel if stocks reverse from these levels and fall 10%, 20% or 30%? I presented data supporting the evidence that >30 % […]
We are already six months into the year 2020! Unless you live on Mars, there was no avoiding terms like COVID-19, Corona Virus, Black Lives Matter, Pandemic, and Recession. Amidst all of the chaos that has been 2020 thus far, there are some good things that have transpired as well, see here to see the […]
Last weeks post was my final post for the year on net worth progress report for AVI family. In my final article for the year, I am going to take a deep dive into growth and returns for my investment-portfolio, both retirement and non-retirement. This article is a follow up on the Asset Distribution blog […]
Cash portion of my asset is growing beyond what I feel is necessary (2 years worth liquid funds to maintain AVI family life-style). With US-market tops being breached consistently without any signs of slow-down, investment opportunities in the US markets is increasingly getting harder to come by. As such, I am starting to look into […]
Over the long week-end break, AVI Family took a road-trip along Oregon coastline. Here are some images from the trip. As a consequence, I did not find enough time to compile data for my blog post that I had in mind. I am therefore re-posting (with some modifications as highlighted in italics) a popular blog-post […]
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