I started serious Investing Journey in Jan 2000 to create wealth through long-term investing and short-term trading; but as from April 2013 my Journey in Investing has changed to create Retirement Income for Life till 85 years old in 2041 for two persons over market cycles of Bull and Bear.

Since 2017 after retiring from full-time job as employee; I am moving towards Investing Nirvana - Freehold Investment Income for Life investing strategy where 100% of investment income from portfolio investment is cashed out to support household expenses i.e. not a single cent of re-investing!

It is 57% (2017 to Aug 2022) to the Land of Investing Nirvana - Freehold Income for Life!


Click to email CW8888 or Email ID : jacobng1@gmail.com



Welcome to Ministry of Wealth!

This blog is authored by an old multi-bagger blue chips stock picker uncle from HDB heartland!

"The market is not your mother. It consists of tough men and women who look for ways to take money away from you instead of pouring milk into your mouth." - Dr. Alexander Elder

"For the things we have to learn before we can do them, we learn by doing them." - Aristotle

It is here where I share with you how I did it! FREE Education in stock market wisdom.

Think Investing as Tug of War - Read more? Click and scroll down



Important Notice and Attention: If you are looking for such ideas; here is the wrong blog to visit.

Value Investing
Dividend/Income Investing
Technical Analysis and Charting
Stock Tips

Wednesday 31 March 2010

Q1 2010 Quarterly Performance Report

"However beautiful the strategy, you should occasionally look at the results." - Winston Churchill

What gets measured, gets managed.” - Peter Drucker

1. Year Goal Hit Rate
 
Year Goal Hit Rate improved by +4.8% from 14.4% in  Q1 2009 to 19.2% in Q1 2010.
 
(In 2003, I set some bullish progressive year goals from 2003 to 2011.
2010 Year Goal is 74.9% of 2009 Total Salary including all CPF contributions. Quite a big goal!)

 
2. Active Investing Performance

Since 1 Nov 08

1. ROC from 3.1% to 34.3% (I don't use stop loss so no negative ROC. Never blindly use no stop loss)
2. Holding Days from 1 to 329 days (some sins committed in 2008 were cleaned up so longer days)
3. Mean ROC: 11.2%
4. Median ROC: 8.5%
5. STDev: 7.8%
6. Mean Holding Days: 60

Going forward, the days of high double digit ROC are likely to be over. I will be happy to get high single digit ROC.

3. Finding Back The Stolen Wealth By The 2008 Greater Bear

Portfolio has recovered 142.1% from its low in 2009 while STI has recovered 98.2%.
Portfolio is -11.5% away from its Peak in Oct 07 while STI is -25.3%.
Portfolio improved by +2.8% from -14.3% in Q4 2009 to -11.5% in Q1 2010


Net Profit = Realized + Unrealized profits
Total capital available for investing includes those idle cash waiting to be invested.


4. H1 2010 Forecast

H1 2010 is expected to be better due to higher declared dividends from Keppel and Semb Corp.


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