Practical approach to sustainable wealth
My investment philosophy, as outlined here, is guided by the principle of survivorship and long-term sustainable capital appreciation. I want to stay profitable and in the business of investing for a very long time so as to maximally benefit from the magic of compounding. Two key ideas that I have internalized so as to maximize […]
As I have come out of hibernation, I penned my first post– a discussion on my pivot to the types of articles I will be posting on this blog — and announced my desire to pursue a “money manager” career path. In my last post, I laid down the foundations for my investment philosophy! These […]
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 […]
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