Friday 28 September 2012

Q3 2012 Investment Performance Report



Read? 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.


Q3 2012 Result

Achieved 63% of 2012 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 Sep 2012.

Since one year ago: 3.8%
Since 1 Nov 2008: +10.6%
Since 1 Jan 2003: +12%
Since 1 Jan 2000: +10.7%

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

 

Riding market cycles of Bull and Bear





















If the Bull continues to charge forward, a few more records breaking can be expected.

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

 
 
 
 
 
 


 



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