Practical approach to sustainable wealth
Let me begin by showing the following chart, Buffet indicator, otherwise the ratio of US total stock market valuation to US GDP, has officially crossed the peak value reached during the dot-com bubble, not withstanding the correction in the stock price of growth oriented stocks in the past week. The rapid rise in the 10 […]
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 […]
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 […]
Its time of the year to ponder on the year bygone and look to the future. In that spirit, in this article, I will dig into my actively managed portfolio of investments and summarize my performance for the year. I will begin with the following chart that compares my performance for the year to those […]
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