Q1 2010 Quarterly Performance Report

"However beautiful the strategy, you should occasionally look at the results." - Winston Churchill

“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.