Friday, 29 June 2012

H1 2012 Investment Performance Report


A goal-based investing approach


I use a goal-based investing approach by setting a 10-year goals target to achieve for each year from 2012 to 2021.


H1 2012 Result



Achieved 48.8% of 2012 Year Goal.

















Portfolio XIRR


Track, measure and visualise - without doing it how to revise investing strategies and improve year-on-year investing performance.


My portfolio XIRR includes all investible cash plus the current stocks value at market closing price as on 30 Jun 2012.

Since one year ago: -1.1%
Since 1 Nov 2008: +10.2%
Since 1 Jan 2003: +11.5%
Since 1 Jan 2000: +10.3%

From the above multi-years XIRR value, I believe my investing performance is quite consistent.















Riding market cycles of Bull and Bear















How is my investing skills contributing to my net worth and financial independence dream?











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