Practical approach to sustainable wealth
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 […]
Wow, a month has gone by since my last update. The month of July is peak-summer time, especially for folks in my part of the world! Rain gods take a breather, sun shines for better part of 24 hours and travel is in the air! It was no different for AVI family, and we took […]
Its again time of the month when I report net worth status for AVI family. For folks who are new to this blog, I want to quickly summarize how I report net worth and what are the key metrics that I track month-to-month. The basic Net Worth equation is: [math] \text{Net Worth} = \text{Total Asset} […]
Its been a month since my last post. Most certainly the frequency of my blog posts have gone down significantly. I want to in part blame myself for the time mis-management and in part to the phenomenon called “life-happens”! Regardless, one constant in my life has been investment readings and in general keeping abreast of […]
The month of May went by in a breeze. In literal sense, we experienced almost perfect spring weather through the month of May in our region, see below. With so much sun to enjoy, it was very difficult to stay put in front of computer! As such, my plans for a follow up to my […]
I spend better part of the day on May 1st, hearing Warren Buffett and Charlie Munger answer varying investor questions as part of the annual Berkshire meeting. The event was again completely online and was live streamed by Yahoo Finance. As usual there were some Munger zingers peppered through out the event, for example, Munger […]
STEP stands for (S)imple, (T)olerable, (E)nduring and (P)assive. Before I dig deep into my revised investment philosophy and the changes in AVI portfolio that it has entailed, lets take a look back into the 3-years of investing life that was guided by my prior investment philosophy, which I put to pen in late 2017. For […]
Time for yet another monthly update on AVI family net worth status. As I noted in my last net worth update post, AVI family net worth has surpassed the semi-retirement phase of the 4 phase FIRE path (these being: accumulation; semi-retirement; financial independence and traditional-retirement), i.e., net worth is equal to or greater than AVI […]
It is time of the month when I usually update AVI family net worth status. However, some thing more important happened for AVI family in the past month that deserves its own post. The adults in the AVI family got their second dose of Pfizer vaccine and I want to share our experience through the […]
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