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, 13 June 2012

How do you see your investing or trading success?

Which side do you see for SUCCESS?

Right side or Left side???

Happy in winning pennies but forgetting hidden losses in dollars.

Read? Measuring portfolio performance

To see both sides of SUCCESS in investing or trading, we should track and measure everything in our portfolio.

Portfolio = Current stocks value + Cash available for investing
               = Capital + Realised P/L + Un-Realised P/L


  1. AS long as your original(starting)capital is +, you are making money. What ever equation you want to use.

  2. Should we compute dividends into the equation ?

  3. Hi CW8888,

    Would 5% XIRR qualify as a middling success?

    1. For long-term investing return, I would like to benchmark it against 2 x CPF OA 2.5% rate i.e. 5%

      so XIRR >= 5%. Good liao!


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