Read? Full Year 2012 Investment Performance Report
A Goal-based Investing Approach
Using a Goal-based Investing Approach by setting a 10-year progressive Goal Targets to achieve for each year from 2012 to 2021.
Year 2: Q1 2013 Result
Achieved 7.6% of 2021 Goal Target.
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 28 Mar 2013.
Since one year ago: +5.0%
Since 1 Nov 2008: +7.8%
Since 1 Jan 2003: +11.5%
Since 1 Jan 2000: +10.4%
Since one year ago: +5.0%
Since 1 Nov 2008: +7.8%
Since 1 Jan 2003: +11.5%
Since 1 Jan 2000: +10.4%
Liquidity and Permanency
Liquidity of Capital for the Next Bear and Permanency of staying Invested for the Next Bull!
Having taken back 100% of Investing Capital as War Chest for the next Bear; it is like Year 2000 all over again; but this time Uncle8888 is armed with Master Degree in Stock Market and going for PhD. in Stock Market.
It is going to be more exciting!
This time, regular readers will be able to watch "Full Time" actions on how investing lessons for PhD course are conducted here. In the last two courses, readers could only manage to watch "Half Time" actions as Uncle8888 started to blog in 2006.
When will Mr Bear come?
Retirement Income for Life
Current: 59% Target: 67%
Work in progress ...
Posts
No comments:
Post a Comment