Practical approach to sustainable wealth
As I embark on my life as a “money manager”, it is important for me to codify my investment philosophy, which will be the guiding principle for all my investment decision making. Its practice will reflect the ways in which my investment portfolio is constructed and managed. It will also serve as a guide for […]
If you have a look at the About section of this website, I noted down 4 key goals for me to start and maintain this website: A repository for me to collect ideas and compile lessons learned in my journey as a value investor An education platform for fellow small-scale retail investors such as myself […]
After a couple month hiatus I want to get back on track with net worth updates. Several things have transpired both in Mr AVIs personal life and world in general since my last formal post back in Feb of this year, which I will get to in a bit, but for the first order of […]
Its been a while since my last and the only post for 2022! I ended that post with a confident claim that my portfolio is designed to pull-through market volatility and the impending correction that would ensue the hawkish stance that FED may persue in response to increasing inflationary pressure. Top two investments in my […]
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 […]
Lets us begin this post by having a look at the following chart: The chart plots the percent change in AVI family net worth (shown in blue) in comparison to change in S&P 500 index (red). In addition, I plot the change in net worth discounting for the unprecedented growth in valuation for AVI family […]
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 […]
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