9M 2015 Investment Performance Report

Read? H1 2015 Investment Performance Report

A Goal-based Approach Investing StrategyUncle8888 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.  No! It is our investment Marathon Race where we set our own pace and compete against ourselves to win our own race.


Year 4: 9M 2015 Result for Tap No 3 (Cash Flow from Investment Portfolio)

Achieved 32.9% against 34% of 2021 Goal Targets.

Investment Portfolio XIRR

Track, Measure and Visualize!

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

Investment Portfolio's XIRR includes all investable cash plus the current stocks value at market closing price as on 30 Sep 2015.

Since one year ago: -12.4%
Since 1 Nov 2008: -1.9%
Since 1 Jan 2003: +7.8%
Since 1 Jan 2000: +7.3%

The reality of riding market cycles of Bull and Bear

This reality cannot be anyhow extrapolated in any form of theoretical knowledge including the most popular form of compounding interests - the Eight Wonder of the World.

No. You can't!

Embracing Three Taps Solutions to Retirement Income For Life Model






Uncle8888's Wealth's Formula:

Wealth = Asset Value + Cash Flow

Where Sustainable Cash Flow = Tap 1 + Tap 2 + Tap 3

and volatile market pricing of Asset Value becoming less significant.

Since Tap No 3 is enough to supply the liquidity needs; Tap No 1 will remain shut.

Uncle8888's Tap 1 can sustain up to 2037 covering 81.2% of yearly household expenses without his investment income using asset-down strategy when it becomes necessary to do so.

Now, he will have a peace of mind of passing over this asset to his spouse, an investing idiot.
 

 

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