Practical approach to sustainable wealth
At the end of 2017, I put to pencil my investment philosophy. Essentially, I consider myself a contrarian value investor, who seeks to find investment opportunities in firms with strong fundamentals (strong gross margins, net positive returns on invested capital above cost of capital) that are shareholder friendly and have excellent operational efficiency, which for […]
I started writing this blog yesterday, 02/02/2020 and incase you havent noticed it was a very special day. Never again in this century will the dates align so well to be able to generate a palindrome sequence. Interestingly the day also coincided with the biggest sporting event for the year, the SuperBowl, Kansas Chiefs playing […]
We are already a month into the new year, which means it is time for net worth updates. It will be my first NW update for the new decade and I am making some changes in how I present the numbers. Without further ado, here we go: And the key numbers are: Liquid Net worth/Debt […]
“Sky is the limit” probably does not apply to markets nowadays! The relentless upward trend in equity prices seem to suggest that markets have forgotten that there even exists a sky! The following chart best describes the emotional state at various stages of market cycle and it seems to me we are treading some where […]
In my last article, I did a pre-mortem of my portfolio of investments. Below are the macro-highlights from my analysis. Discounting for where we are in the interest rate cycle, the stock market looks expensive. Taking into account interest rates and the inflation, markets seem fairly priced Unemployment is at historic lows and wage growth […]
For the last couple of years I have been publishing my year-end portfolio synopsis. As I document my findings, the hope is that there are some lessons that I can carry forward into the new year. This process is akin to what is known in the criminology world as post-mortem analysis. In recent years, a […]
Last weeks post was my final post for the year on net worth progress report for AVI family. In my final article for the year, I am going to take a deep dive into growth and returns for my investment-portfolio, both retirement and non-retirement. This article is a follow up on the Asset Distribution blog […]
In about 7 days we will usher in a new decade. The decade of teens, will soon be bygone, a decade of American prosperity in which markets (S&P 500) returned 250 % on the upside, never once dipping more than 20 % from the peak. Assuming nothing goes wrong in the last few days that […]
Cash portion of my asset is growing beyond what I feel is necessary (2 years worth liquid funds to maintain AVI family life-style). With US-market tops being breached consistently without any signs of slow-down, investment opportunities in the US markets is increasingly getting harder to come by. As such, I am starting to look into […]
This weeks post again got delayed. This time my excuse, work-travel! I am attending the annual NeurIPS (NIPS as it was called in the old days) conference in beautiful Vancouver (see image below). It is hard to fathom how fast and how much this conference has grown.. from a measley 200 people back in the […]
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