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Tag: Net worth

End of 2024 Financial Status Updates

By [email protected]
|
January 3, 2025
| No Comments
| Musing

It has become a tradition for me in the last days of a given year to take a stock of the year gone by through the lens of AVI family finances. These articles follow a fixed structure– I summarize our family financial journey for the year, make a commentary on the markets –highlighting a theme […]

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2023 end of the year networth update

By [email protected]
|
December 29, 2023
| No Comments
| FIRE, Personal Finance

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 […]

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Net worth update Feb 2022

By [email protected]
|
February 13, 2022
| No Comments
| Value Investing

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 […]

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2021 End of the Year Net Worth Update

By [email protected]
|
December 31, 2021
| No Comments
| Value Investing

 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 […]

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Perspective on Half Glass Full

By [email protected]
|
December 20, 2021
| No Comments
| Value Investing

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 […]

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Net Worth Update Oct 2021

By [email protected]
|
November 17, 2021
| No Comments
| Value Investing

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 […]

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Net Worth End of July 2021

By [email protected]
|
August 8, 2021
| No Comments
| Value Investing

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 […]

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Net Worth End of June 2021

By [email protected]
|
July 5, 2021
| No Comments
| FIRE, Net Worth, Personal Finance

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} […]

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Net worth Update May End 2021

By [email protected]
|
June 2, 2021
| No Comments
| Net Worth

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 […]

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Networth Update–First for the year 2021

By [email protected]
|
February 6, 2021
| No Comments
| FIRE, Net Worth, Personal Finance

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 […]

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Posts pagination

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Recent Posts

  • 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
  • 2022 End of Year Net Worth Update
  • What does chatGPT think of my investment principles?

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

  • 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
  • 2022 End of Year Net Worth Update
  • What does chatGPT think of my investment principles?

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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