Practical approach to sustainable wealth
It is the time of the year when I do an annual review of how AVI family performed financially. The progress report on years past can be seen under– 2019, 2020, 2021, 2022. Here is the summary report on how we did on various personal finance metrics that I like to track (as percent 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 […]
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 […]
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} […]
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 […]
Note: I began writing this article last weekend, but for some reasons could not finish it. A few updates since, Gamestop stonk seems to have fizzled; markets seem to have re bounced back very nicely from the 3 % decline of prior week and it looks very likely that Biden 1.9 Trillion dollar bill will […]
I am glad its been a short-trading week! As noted in my last post, I went short on Tesla (ticker:TSLA) and the timing as it always seems to be the case with this bull of a stock was all wrong, again! More on that later, lets begin with the topic of the day, net-worth update […]
Powered by WordPress Applied Value Investor 2024 | All Rights Reserved.