Q1 2014 Investment Performance Report

A Goal-based Approach Investing Strategy

Uncle8888 has adopted a Goal-based Approach investing strategy by setting for himself a 10-year progressive Goal Targets to be achieved for each year from 2012 to 2021.


Our investing journey is not Horse Race or Rat Race where we compete against others. It is our Investment Marathon Race where we set our own pace and compete against ourselves to win our own Race.


Year 3: Q1 2014 Result

Achieved 16.6% against 25% of 2021 Goal Target.

Portfolio XIRR

Track, Measure and Visualise!


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

 

 

 

 

 

My Portfolio's XIRR includes all investible cash plus the current stocks value at market closing price as on 31 Mar 2014.


Since one year ago: +1.8%
Since 1 Nov 2008: +6.0%
Since 1 Jan 2003: +10.5%
Since 1 Jan 2000: +9.5%



Riding the market cycles of Bull and Bear

You can see the downside of not doing market timing. It is just riding up and down and not going anywhere!

Liquidity and Permanency

We have to maintain Liquidity of Capital (War Chest) for the Next Bear and Permanency of staying Invested for the Next Bull since we can never able to effectively time the market.

After taken back 100% of his Investing Capital and more for his War Chest; it will be like Year 2000 all over again; except 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 in the next Bear!

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  since Uncle8888 has only started to blog in 2006.

 

When will Mr Bear come?

 

 

Retirement Income for Life

 

 

 

Tap 1: Survival Money

 

The cash flow from Tap 1 doesn't depend on stock market condition.

 

 

Current: 63.8% Target: 67%

 

Work In Progress ...