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Networth July 2020

By [email protected]
|
August 1, 2020
| No Comments
| FIRE, Net Worth

Summer vacation for AVI family this year was unsurprisingly rather different. To avoid crowds and popular tourist destinations, AVI family decided to go camping instead. To further minimize contact, we thought it was a smart idea to avoid a weekend getaway.  Mr AVI took advantage of one of the few perks of a salaried man, […]

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Investment updates… tread water in a pandemic

By [email protected]
|
July 26, 2020
| No Comments
| Active Portfolio, Retirement Portfolio, Value Investing

In one of the very first articles for the year, I did a pre-mortem analysis on my investment portfolio. The very first question I tackled was, What will I do and how will I feel if stocks reverse from these levels and fall 10%, 20% or 30%? I presented data supporting the evidence that >30 % […]

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Networth update June 2020

By [email protected]
|
July 13, 2020
| 1 Comment
| Family, Musing, Net Worth, Personal Finance

The past week was extremely busy for AVI family. Mrs AVI took keen interest in painting the younger AVI kiddo room and the only contribution from Mr AVI, remove cover panels from electric outlets! Before you think how insensitive, Mr AVI was busy as well and doing the stuff that most Americans supposedly hate, filing […]

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Mid Year Portfolio Review

By [email protected]
|
July 3, 2020
| 1 Comment
| Active Portfolio, Personal Finance, Retirement Portfolio, Value Investing

We are already six months into the year 2020! Unless you live on Mars, there was no avoiding terms like COVID-19, Corona Virus, Black Lives Matter, Pandemic, and Recession. Amidst all of the chaos that has been 2020 thus far,  there are some good things that have transpired as well, see here to see the […]

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10 steps to becoming Rich… Errr Wealthy

By [email protected]
|
June 20, 2020
| No Comments
| FIRE, Personal Finance

Recently I came across an interesting video from Mark Cuban, the billionaire famous for his gig on ABC’s hit series Shark Tank and for being the owner of NBA’s Dallas Mavericks. The video is titled “How you get rich (In 9 steps)“. While the title of the video is tongue-in-cheek, the advise that Mark gives […]

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Networth Update-May 2020

By [email protected]
|
June 7, 2020
| No Comments
| FIRE, Personal Finance

We are still in the first week of June and I thought may be its not too late to do a short post on NW updates for month of May using numbers from last updates in my excel log. Without further ado, the key numbers for the month-past (from April 25th through June 3rd) are: […]

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Geoarbitrage

By [email protected]
|
June 1, 2020
| No Comments
| FIRE

Arbitrage is a fancy way of saying there is (risk free) money to be had by exploiting certain opportunities, for example, the act of buying and selling stocks in different markets to take advantage of different pricing for the same asset in different markets. When the arbitrage is applied to geography, we get Geoarbitrage. Geoarbitrage […]

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Bershire Annual Meeting 2020

By [email protected]
|
May 22, 2020
| No Comments
| Active Portfolio, Value Investing

Its been almost 3 weeks since the 4 hr marathon talk by Warren Buffett at the annual Berkshire meeting. The entire investing world was anxious to find out  what Buffett had to say, especially, since the start of the pandemic Buffett had not made any public statement. With a cash hoard of upwards of $130 […]

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Keeping it Short

By [email protected]
|
May 13, 2020
| No Comments
| Value Investing

It will soon be two months since WFH mandate was put in place by Mr Avi employer. By now Mr Avi should have figured out an optimal schedule of work hours that would  maximize work efficiency and productivity, thereby allowing for more time to spend quality time with family and kids and at the same […]

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Its been a good week

By [email protected]
|
May 4, 2020
| No Comments
| Family, Musing

The title for today’s post is a personal. Its been a good week because AVI kiddo topped in his section (2nd grade) of WA State Chess Championship for the year 2020. Kiddo has been participating in this annual event for the last 3 years. In the first year, he won 3 games of the 5 […]

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Posts pagination

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Recent Posts

  • End of 2025 Financial Status Updates
  • My trip to the altar of value investing!
  • 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

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

  • End of 2025 Financial Status Updates
  • My trip to the altar of value investing!
  • 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

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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