Year In Review – 2019 Net Worth

The final post in 2020 Year in Review series, is my net worth. Like last year, I took stock of my investments and asset allocation. As a reminder to the readers, the idea is not to know how much I am worth, but mainly to understand my asset allocation. Even so, it is fun to check out the net worth, so here it goes. Since I have retired, I don’ t have PF anymore. I took out all my PF investments and moved them to debt funds because I am liable to pay taxes on the interest earned on PF after retirement. … Continue reading “Year In Review – 2019 Net Worth”

Year In Review – 2018 Net Worth

The final chapter in the Year in Review series, is reviewing my net worth. At the end of every year, in addition to reviewing my returns and expenses, I also take stock of my net worth. It is an exercise not to check how much I am worth, but more to get an understanding of my asset allocation, and see if it is converging towards my planned allocation. Lets take a look at the constituents of my net worth first. There, all the usual suspects such as equity, fixed income and real estate. In addition, I have been tracking PF … Continue reading “Year In Review – 2018 Net Worth”