Practical approach to sustainable wealth
The chart below summarizes the investment strategy, contrarian value in quality businesses, that I have been working on for the last five years in my roll-over IRA portfolio. The strategy, as it has evolved over the years, has produced annualized returns of ~18 %, handily beating the S&P 500 index, which over the same period […]
Update to the post: I started writing the post last weekend and almost a week has gone by since and what a week it has been! Some of what I say below may already be history, certainly seems to be the case with markets up 7 % for the week! With this note, here’s what […]
In the first part of this post, I will look into exogenous shock events of the past that seem to offer lessons on how we collectively are responding to the pandemic respiratory ailment that is Covid-19. The later half of the post will focus on the my implementation of the famous Baron Rotschild quote, “Buy […]
Unless you were on Mars last week, it was impossible to not notice the stock market carnage that transpired in the last week, which explains part one of tongue in cheek title for todays blog. The later is an omage to the special day that appears on calendar every 4 years! While stories of gloom […]
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 […]
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 […]
Over the long week-end break, AVI Family took a road-trip along Oregon coastline. Here are some images from the trip. As a consequence, I did not find enough time to compile data for my blog post that I had in mind. I am therefore re-posting (with some modifications as highlighted in italics) a popular blog-post […]
For today’s article, I want to talk about a subject matter that in the recent past has rocked the world of retail brokerage, zero commission trading. On the face of it, paying no commissions for any type of trading activity sounds like a dream come true for retail investors, but is it? I wanted to […]
Earlier this week CNBC posted a news article titled: There’s is a sudden transformation taking place in the stock market and it’s unnerving some investors. The news article was highlighting the market performance for Monday, September 9th, and Tuesday, September 10th, when S&P 500 closed little changed for the session, where as value stocks– those […]
Back in December of 2017, I outlined specifics of my retirement portfolio (RP) (see here). I talked about asset distribution in my active 401K plan and my Rollover IRA plan. For my 401K plan, I chose a simple portfolio strategy based on the concept of Permanent Portfolio, whereas for my Rollover IRA plan, I chose […]
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