Friday, 25 March 2011

How are you measuring up with your investment return?

Here are some top investment guru's annualized returns


  1. Peter Lynch, he posted a 29.2% average annual return over 13 years
  2. Warren Buffett, from 1965-2005,over 40 years has produced an annual average return of 21.5%
  3. Anthony Bolton, his Special Situations the fund achieved an average annual return of 19.5% over 28 years
  4. Bill Miller, Portfolio Manager of Legg Mason Value Trust (LMVTX). Since inception, his fund has earned 15.25% average annual total returns over 15 years

If considering time and return, I would rank in the order

  1. Warren Buffet - 21.5%
  2. Anthony Bolton - 19.5%
  3. Peter Lych - 29.2%
  4. Bill Miller - 15.25%
I think if we can achieve annualized returns over 10-12%, we can congratulate ourselves to be successful in managing our returns on investment.

So what is your annualized return?

4 comments:

  1. When I started investing in 2006 and learning how to invest and trade (I always wanted to be a trader) I lost about 60% of my portfolio (over time). However, this year it looks like I will be recovering it. Not all of it yet, but a getting up. Currently, for this year I am up 32%. I know, the year is not over yet and many things can change. I am trading options and swing trading. Of course I also have a small portion in long positions and dividend stocks, but majority of the account is in option trading. And still learning.

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  2. From 2006 to 20XX, you have lost over -60% and has now up +32%??? Then CAGR is around 5.7% year-on-year since 2006. Not bad!

    Did you take any trading course and from who?

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  3. Hi Martin,
    I'm interested to learn about option trading. Please advise where did you take the course from?

    Thanks

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  4. One more thing, earlier I was scared to death when trading and shit...ting bricks when placing trades. Obvious after so many years of losing money. Now i feel more confident even though I have losing trades. And I am not still out of the forest, but happy - definitely.

    ReplyDelete