Measure, Measure, Measure (3)

Peter Drucker once said, “What gets measured, gets managed.”



Read? Do you have one minute to update your portfolio?

One more guy came to ask me for the sample CAGR worksheet for his own portfolio tracking and performance measurement.

CAGR is still one of the best and effective way to measure and track our investment performance as it tracks the Returns over the investment period i.e. Returns per unit of time and we know that we can't be too conservative on our investment. We also need to protect our investment against potential losses and at the same time not too fearful of the market and also be mindful that holding too much cash for too long will have big impact to our CAGR.