Full Year 2012 Investment Performance Report

Read? Q3 2012 Investment Performance Report

A goal-based investing approach


I use a goal-based investing approach by setting a 10-year goals target to achieve for each year from 2012 to 2021.


Full Year 2012 Result

Achieved 63% of 2012 Goal.

 

 

Portfolio XIRR

Track, measure and visualise - without doing it how to revise investing strategies and improve year-on-year investing performance.

 

 

My portfolio XIRR includes all investible cash plus the current stocks value at market closing price as on 28 Dec 2012.

Since one year ago: 2.6%
Since 1 Nov 2008: +10.2%
Since 1 Jan 2003: +11.5%
Since 1 Jan 2000: +10.2%

From the above multi-years XIRR value, I believe my investing performance is rather consistent.

Riding the market cycles of Bull and Bear


 

 

 

Higher low at market correction was noted and still waiting for the next Bear.

If the Bull continues to charge forward, a new all-time high record breaking can be expected.

 

How is my investing skills contributing to my net worth and towards my financial independence dream?

 

 

 

 

 

 

 

Liquidity and Permanency

 

 

Liquidity of Capital for the Next Bear and Permanency of staying Invested for the Next Bull!

 

 

Having taken back 100% of Investing Capital as War Chest for the next Bear; it is like Year 2000 all over again; but this time Uncle8888 is armed with Master Degree in Stock Market and going for PhD. in Stock Market.

 

It is going to be more exciting!

 

This time, regular readers will be able to watch "Full Time" actions on how investing lessons for PhD course are conducted here. In the last two courses, readers could only manage to watch "Half Time" actions  as Uncle8888 started to blog in 2006.

 

 

Mr. Bear, do come quickly in 2013/2014 for the 1st semester!

 

 

 

 

 

BTW,

 

Someone asked: "One question i wanted to ask you. Is there a reason you upkeeping create wealth blog? Is it an avenue for you to track market progress and put up interesting articles? Just out of curiosity."

 

Answer is  You Will Never Know It May Make A Difference In Someone's Life or Thinking (3)