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.

Click to email CW8888 or Email ID : jacobng1@gmail.com



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

Monday, 31 March 2014

Q1 2014 Investment Performance Report



A Goal-based Approach Investing Strategy

Uncle8888 has adopted a Goal-based Approach investing strategy by setting for himself a 10-year progressive Goal Targets to be achieved for each year from 2012 to 2021.



Our investing journey is not Horse Race or Rat Race where we compete against others. It is our Investment Marathon Race where we set our own pace and compete against ourselves to win our own Race.


Year 3: Q1 2014 Result

Achieved 16.6% against 25% of 2021 Goal Target.




























Portfolio XIRR

Track, Measure and Visualise!



Without doing it; how to revise investing strategies and to improve year-on-year investing performance?

 

 
 




 

 

My Portfolio's XIRR includes all investible cash plus the current stocks value at market closing price as on 31 Mar 2014.


Since one year ago: +1.8%
Since 1 Nov 2008: +6.0%
Since 1 Jan 2003: +10.5%
Since 1 Jan 2000: +9.5%




Riding the market cycles of Bull and Bear







You can see the downside of not doing market timing. It is just riding up and down and not going anywhere!






Liquidity and Permanency


We have to maintain Liquidity of Capital (War Chest) for the Next Bear and Permanency of staying Invested for the Next Bull since we can never able to effectively time the market.

After taken back 100% of his Investing Capital and more for his War Chest; it will be like Year 2000 all over again; except 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 in the next Bear!

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 watch "Half Time" actions  since Uncle8888 has only started to blog in 2006.

 

When will Mr Bear come?

 









 




Retirement Income for Life








 
 
 
Tap 1: Survival Money
 
The cash flow from Tap 1 doesn't depend on stock market condition.
 
 
Current: 63.8% Target: 67%

 
Work In Progress ...
 


 
 
 

 















 



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