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

Monday 28 March 2011

Have you started using CAGR or XIRR to measure your portfolio performance?

What gets measured, gets managed.” - Peter Drucker


"Insanity: doing the same thing over and over again and expecting different results" - Albert Einstein

Someone said in a private email to me: Thanks for "pushing" people around you to measure their performance and educating us on the 2 mathematical tools, XIRR and CAGR.  I have started to use them in my tracking.

"Keeping detailed records of your stock transaction is NOT measuring your portfolio performance. Better know the difference" - Createwealth8888

Don't just keep detailed records of your stock transactions. You may have to measure and track your portfolio performance closely and diligently so that you can review your performance result and re-strategize when it becomes necessary.

Investing in the stock market is still a game of strategy like Chess - you need to defend and attack as well as Anticipating the market next moves to make a kill; but sometime the anticipated move may not happen then you might get cornered into some difficult positions and then it is time to re-strategize your game again.

Read? XIRR is easy to use

Like one of my readers, have you also start tracking your portfolio performance using XIRR or CAGR after coming here?

Or you are like someone whom I know and he may still think that it is not too useful. There is no real need to diligently measure portfolio performance. Got cash flow coming to the bank can "oredi."

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