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!


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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

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Friday, 25 March 2011

How are you measuring up with your investment return?

Here are some top investment guru's annualized returns


  1. Peter Lynch, he posted a 29.2% average annual return over 13 years
  2. Warren Buffett, from 1965-2005,over 40 years has produced an annual average return of 21.5%
  3. Anthony Bolton, his Special Situations the fund achieved an average annual return of 19.5% over 28 years
  4. Bill Miller, Portfolio Manager of Legg Mason Value Trust (LMVTX). Since inception, his fund has earned 15.25% average annual total returns over 15 years

If considering time and return, I would rank in the order

  1. Warren Buffet - 21.5%
  2. Anthony Bolton - 19.5%
  3. Peter Lych - 29.2%
  4. Bill Miller - 15.25%
I think if we can achieve annualized returns over 10-12%, we can congratulate ourselves to be successful in managing our returns on investment.

So what is your annualized return?

4 comments:

  1. When I started investing in 2006 and learning how to invest and trade (I always wanted to be a trader) I lost about 60% of my portfolio (over time). However, this year it looks like I will be recovering it. Not all of it yet, but a getting up. Currently, for this year I am up 32%. I know, the year is not over yet and many things can change. I am trading options and swing trading. Of course I also have a small portion in long positions and dividend stocks, but majority of the account is in option trading. And still learning.

    ReplyDelete
  2. From 2006 to 20XX, you have lost over -60% and has now up +32%??? Then CAGR is around 5.7% year-on-year since 2006. Not bad!

    Did you take any trading course and from who?

    ReplyDelete
  3. Hi Martin,
    I'm interested to learn about option trading. Please advise where did you take the course from?

    Thanks

    ReplyDelete
  4. One more thing, earlier I was scared to death when trading and shit...ting bricks when placing trades. Obvious after so many years of losing money. Now i feel more confident even though I have losing trades. And I am not still out of the forest, but happy - definitely.

    ReplyDelete

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