Practical approach to sustainable wealth
The first post of the new year will focus on 2021-annual AVI portfolio review. When I did 2020-annual portfolio review, Covid-19 was still raging strong. However, there was optimism in the air as vaccines were becoming available to critical workers and senior-citizens of the nation. Amidst the debate on the shape of market recovery, K-shaped […]
Lets take a quick whirlwind of how 2021 panned out for AVI family financially. Review of Progress Towards FI in 2021 The year started out with AVI family crossing the ninth inning of the goal towards FI, as I originally defined back in July of 2019. Around the same time, I put down a target […]
Its the time of the year to be thankful for all that we have and cherish most– Family, Health and Wealth! Its the time of the year to view life with a perspective of half-glass full! Glass Half Full Tell you what, its taken quite a bit of courage and self-control for me to have […]
Note: Numbers are reported as of Nov 1st 2021 Yet another month gone by and time for yet another monthly net worth update. Before we get into the numbers, here are some anecdotes highlighting strange times in financial markets that we are living through! For starters, Tesla is now a Trillion Dollar Company with valuation […]
Note: I started writing this blog post on labor day weekend Its time of the month when I usually report on the status of AVI family net worth. However, I am going to do something different for this post. With kids back to school, life for AVI family is back in rhythm and with that […]
Wow, a month has gone by since my last update. The month of July is peak-summer time, especially for folks in my part of the world! Rain gods take a breather, sun shines for better part of 24 hours and travel is in the air! It was no different for AVI family, and we took […]
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 […]
I spend better part of the day on May 1st, hearing Warren Buffett and Charlie Munger answer varying investor questions as part of the annual Berkshire meeting. The event was again completely online and was live streamed by Yahoo Finance. As usual there were some Munger zingers peppered through out the event, for example, Munger […]
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 […]
It is time of the month when I usually update AVI family net worth status. However, some thing more important happened for AVI family in the past month that deserves its own post. The adults in the AVI family got their second dose of Pfizer vaccine and I want to share our experience through the […]
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