“What gets measured, gets managed.” - Peter Drucker
1. Year Goal Hit Rate
Year Goal Hit Rate improved by +4.8% from 14.4% in Q1 2009 to 19.2% in Q1 2010.
(In 2003, I set some bullish progressive year goals from 2003 to 2011.
2010 Year Goal is 74.9% of 2009 Total Salary including all CPF contributions. Quite a big goal!)
2. Active Investing Performance
Since 1 Nov 08
1. ROC from 3.1% to 34.3% (I don't use stop loss so no negative ROC. Never blindly use no stop loss)
2. Holding Days from 1 to 329 days (some sins committed in 2008 were cleaned up so longer days)
3. Mean ROC: 11.2%
4. Median ROC: 8.5%
5. STDev: 7.8%
6. Mean Holding Days: 60
Going forward, the days of high double digit ROC are likely to be over. I will be happy to get high single digit ROC.
3. Finding Back The Stolen Wealth By The 2008 Greater Bear
Portfolio has recovered 142.1% from its low in 2009 while STI has recovered 98.2%.
Portfolio is -11.5% away from its Peak in Oct 07 while STI is -25.3%.
Portfolio improved by +2.8% from -14.3% in Q4 2009 to -11.5% in Q1 2010
Net Profit = Realized + Unrealized profits
Total capital available for investing includes those idle cash waiting to be invested.
4. H1 2010 Forecast
H1 2010 is expected to be better due to higher declared dividends from Keppel and Semb Corp.
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