Practical approach to sustainable wealth
This is a relevant question for a lots of parents in our boat, who are thinking of saving money to, at least to some extent, fund the education for their kids going into college. With the explosion of MOOCs and other disruptive technological forces, education in 10 years time will certainly look very different from today. […]
For those who have been following this blog, I want to begin with an update on my eye. I have come out of hell successfully. The betadine magic worked rather well in curbing the Ad-CS. While I still have minor inflammation in my eye and am continuing to use eye-drops, all the classic symptoms of […]
My regular cadence for this week was to post an update on AVI-family networth for August 2019. However, the events of past week deserve a mention and is the focus of this post. Adenoviral conjunctivitis (Ad-CS) is hell. As of this writing, its been a full-week since I first developed symptoms of Ad-CS. Its only […]
The other day I was having WhatsApp chat with one of my high school buddies. I raised the topic of FIRE (financially independent retire early) as a motivation for me to get back to active blogging. In response, my friend made the following comment: “Minimalistic living life style sounds great but hard to implement“. This […]
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 […]
Back in December of 2017, I outlined specifics of my retirement portfolio (RP) (see here). I talked about asset distribution in my active 401K plan and my Rollover IRA plan. For my 401K plan, I chose a simple portfolio strategy based on the concept of Permanent Portfolio, whereas for my Rollover IRA plan, I chose […]
As soon as one starts looking into popular FIRE blogs, it become apparent that many folks within this community enthusiastically share their net worth. So much so that rockstarfinance.com maintains an active list of all FIRE bloggers who have made their net-worth public. I have spend some time pondering over the question of whether I […]
This is the first blog post for AppliedValueInvestor (AVI) for the year 2019. While I could list several reasons for my lack of blogging activity, the biggest contributor to my lack of blogging productivity has been the paucity of worthwhile value investing ideas in the current market environment. More recently, I have gotten interested in […]
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 […]
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