Practical approach to sustainable wealth
On to the numbers for April 2020! After a disastrous March, AVI family NW has improved, much in line with the rise in markets. The NW is now back to levels we reached in Oct of 2019. The key numbers are: Net Worth (as fraction of FI number): 57.47 Liquid Assets/ Debt Ratio: 1.337 Cash […]
Its the time of the month when I provide an update on AVI family net worth. I began compiling data for this post with some trepedition. As most of my readers know, I am heavily invested in stocks and the events of past one month were, to put it mildly, devastating for my portfolio. The […]
The bull run in American equity markets officially ended on Thursday, March 12th. At the end of that day, S&P 500 index stood at 2480, about 26 % below the peak S&P 500 closing of 3386, reached just 3 weeks prior on Feb 19th 2020. The markets rebounded about 9.29 % on Friday, March 13th, […]
UPDATE TO THIS POST: Date 10/28/2020 I cited research from CITI global research (referencing Robert Bucklands work) on why the growth bias in the markets still has sufficient leg-room to go. I got a copy-right infringement notification to take down the graphs that I posted in this blog post. As a result, I am modifying […]
This past weekend, Avi Family was invited to a Valentine-day party in our neighborhood. Folks at the party were the usual gang of local Indian families from our small town in the suburbs of Seattle. The hosts put together a fun event, especially the balloon-dance, where by couples hold an inflated ballon in between them […]
We are already a month into the new year, which means it is time for net worth updates. It will be my first NW update for the new decade and I am making some changes in how I present the numbers. Without further ado, here we go: And the key numbers are: Liquid Net worth/Debt […]
For the last couple of years I have been publishing my year-end portfolio synopsis. As I document my findings, the hope is that there are some lessons that I can carry forward into the new year. This process is akin to what is known in the criminology world as post-mortem analysis. In recent years, a […]
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 […]
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 […]
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 […]
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