As from April 2013 my Journey in Investing is to create Retirement Income for Life till 85 years old in 2041 for two persons over market cycles of Bull and Bear.

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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

Wednesday, 26 October 2011

How are you measuring up with your investment return? (3)

Read? How are you measuring up with your investment return? (2)

Read? CAGR vs. Average Annual Return: Why Your Advisor Is Quoting the Wrong Number

I have been seriously recording my transactions; tracking and measuring my portfolio performance since Jan 2000.

My portfolio XIRR (CAGR) since Jan 2000 and Nov 2008

XIRR since Jan 2000 as on Tuesday (25 Oct 2011) market closing = 9.9%
Historical XIRR since Jan 2000: Lowest on 27 Oct 2008 at 3.0% and highest on 11 Oct 2007 at 23.5%

XIRR since Nov 2008 as on Tuesday (25 Oct 2011) market closing = 12.6%

Historical XIRR since Nov 2008: Lowest on 4 Oct 2011 at 10.6% and highest on 2 Feb 2011 at 22.7%

I learned two important points for sustaining XIRR:

  1. Don't lose too much money on losing stocks.
  2. Can't let cash rotting in the bank for too long.

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