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Participating in the Markets

By [email protected]
|
December 2, 2019
| No Comments
| Education, Personal Finance, Retirement Portfolio

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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Net worth Update Nov 2019

By [email protected]
|
November 25, 2019
| No Comments
| Family, FIRE, Personal Finance

Its time for net worth update. Starting from Oct. 2019, in addition to tracking net worth as a percentage of our FI number, I started tracking two additional metrics: (a) Liquid Net Worth/ Debt Ratio (LND) and (b) Cash Balance/ Two years living expense (CBT). These two metrics are designed for me to know when […]

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Zero Commission Trades

By [email protected]
|
November 18, 2019
| 1 Comment
| Education, Personal Finance, Value Investing

For today’s article, I want to talk about a subject matter that in the recent past has rocked the world of retail brokerage, zero commission trading. On the face of it, paying no commissions for any type of trading activity sounds like a dream come true for retail investors, but is it? I wanted to […]

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Time for a new family car- Part 3

By [email protected]
|
November 10, 2019
| 1 Comment
| Family

This is the final post in our family quest for a new car.  At the end of my last post in this series, Time for a new family car- Part 2, my conclusion was that the AVI family would lease a new Acura RDX vehicle. While the Acura RDX part of the plan did not […]

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Net worth Update – Oct 2019

By [email protected]
|
November 4, 2019
| No Comments
| Family, FIRE, Personal Finance

My regular cadence for update on net worth for the month of Oct was last week, which happened to be the Diwali day. Avi family got involved in local diwali festivities and I was unable to compile our net worth report for Oct on time. So the first article of the new month will have […]

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Timeless Investing (and life lesson) Quotes

By [email protected]
|
October 28, 2019
| No Comments
| Education

Its again the time of the month to update AVI family net worth status. The timing for this update coincides with an auspicious day of the year, the day when majority of Indians celebrate Diwali, the festivities of light. Wishes from Avi Family to all the readers of this blog, Happy Diwali! Like many Indian […]

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Pay Off Mortgage Early?

By [email protected]
|
October 21, 2019
| No Comments
| Family, Personal Finance

Today’s article is on my analysis of the question: Should I pay-off my mortgage early? Full disclosure; as I embark on summarizing my analysis of above question, I may have suffered from confirmation bias.  The bias stems from the fact that I hate debt. I do not find it appealing nor comfortable to my mental […]

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Investments Update- Oct 2019

By [email protected]
|
October 14, 2019
| 1 Comment
| Value Investing

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 […]

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Time for a new family car- Part 2

By [email protected]
|
October 7, 2019
| No Comments
| Family, Personal Finance

Part 1 of this series focused on how I got around to accepting the idea that we need a new family car. I also addressed the question, how much car we could comfortably afford? In this post I will address several of additional questions as we narrow down our search for our new family vehicle. […]

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Net worth – Sept 2019

By [email protected]
|
September 29, 2019
| No Comments
| Family, Personal Finance

Part 2 of my post on our family’s progress towards a new car will have to wait for one more week as it is the time of the month for me to update on AVI family net-worth. Musing The financial markets have been good to me in the month of September, as value seems to […]

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Posts pagination

Previous 1 … 9 10 11 12 Next

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.

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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

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