As from April 2013 my Journey in Investing is to create Retirement Income for Life till 80 years old for two over market cycles of Bull and Bear.

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

Tuesday, 31 December 2013

2013 Full Year Investment Performance Report


Read? Q3 2013 Investment Performance Report

Using Goal-based Investing Approach by setting for myself a 10-year progressive Goal Targets to achieve for each year starting from 2012 to 2021.

Year 2: Full Year 2013 Result

Achieved 14.8% against 16% of 2021 Goal Target.
























Portfolio XIRR


Track, measure and visualise!

Without doing it how to revise investing strategies and improve year-on-year investing performance?



 
 
My Portfolio's XIRR includes all investing cash plus the current stocks value at market closing price as on 31 Dec 2013.

Since one year ago: +4.2%
Since 1 Nov 2008: +6.2%
Since 1 Jan 2003: +10.7%
Since 1 Jan 2000: +9.7%


Riding the market cycles of Bull and Bear
 
Until Uncle8888 can improve his market timing; otherwise he is definitely not going anywhere.


 


Liquidity and Permanency
Liquidity of Capital (War Chest) for the Next Bear and Permanency of staying Invested for the Next Bull as we can't effectively time the market.
Having taken back 100% of Investing Capital as War Chest for the next Bear; it will be 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 round!
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 watch "Half Time" actions as Uncle8888 has only started to blog in 2006.
 
When will Mr Bear come?

 
 
 
Sustaining Retirement Income for Life over future market and economic cycles. A Worry-less Approach!
 
Current: 62% Target: 67%
Work In Progress ...
 
 


 
 


 



 



No comments:

Post a Comment

Related Posts with Thumbnails