Practical approach to sustainable wealth
Todays article is an update on my active-portfolio investments. Musing Much like October of 2018, the month of October this year has been anything but calm, consistent with historical data on high-October volatility. In a perverse way, I am glad to see that at least some trends seem to hold true to their historical precedence […]
Earlier this week CNBC posted a news article titled: There’s is a sudden transformation taking place in the stock market and it’s unnerving some investors. The news article was highlighting the market performance for Monday, September 9th, and Tuesday, September 10th, when S&P 500 closed little changed for the session, where as value stocks– those […]
In my last blog post I introduced the AppliedValue (AV) portfolio, which was constructed using the tools available at portfoliocharts.com. Preliminary analysis of AV portfolio pointed to the importance of Gold as an asset in the portfolio and its effect on damping the portfolio volatality without impacting the average annual returns. I was curious whether […]
Its time of the year to ponder on the year bygone and look to the future. In that spirit, in this article, I will dig into my actively managed portfolio of investments and summarize my performance for the year. I will begin with the following chart that compares my performance for the year to those […]
In this article, I will discuss my philosophy for investing in individual stocks. I will present my current stock portfolio, built around my investment philosophy and will discuss how the portfolio has fared in the year gone by. Investment Philosophy My investment philosophy can be summarized succinctly as “contrarian value”. My investments have historically geared […]
Recently I came across the book, 100 Baggers, by Chris Myers. The book presents a case study of 100-bagger stocks, i.e., stocks that turned $10,000 investment into a whopping Million Dollars. The book promotes a rather simple, yet fundamental concept of “buy and hold”, rain or shine. In addition, there are several key nuggets spread […]
This is continuation of part II on my series on Retirement Portfolio’s. In this article, we will look at the 7Twelve Portfolio. In my last blog article (see here), we looked at the Permanent Portfolio (PP). While PP provides broader diversification into asset types that are uncorrelated at the macro-level, the diversification is not quite […]
The second topic in the series on Retirement Portfolio will focus on portfolio diversification. I will share my thoughts on 2 specific retirement-portfolio ideas, (a) the Permanent Portfolio and (b) the 7Twelve Portfolio. Each satisfies the following two basic requirements, that I feel are essential for self-directed individual investor: offer broader diversification (as compared to […]
In this 3 part series, I will present my thoughts on the topic Retirement Portfolio. The series will cover the following topics: In the first part, I will explore in some details what Warren Buffet has to say on the topic of retirement portfolio. The second part of the series will explore strategies for portfolio […]
In this article, I will cover my thoughts on the following topics: What is value investing? What is intrinsic value? What are some common accounting metrics to identify value stocks? What is some of the criticism of value investment strategy? Buffet-notion of value investing My take on value investing as an applied value investor. Value […]
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