Read? Q1 2017 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. No! It is our investment Marathon Race where we set our own pace and compete against ourselves to win our own race.
Year 6: H1 2017 Result for Tap No 3 (Cash Flow from Investment Portfolio)
Achieved 44.2% against 54% of 2021 Goal Targets.
Without Mr. Bear; Cash is not King!
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 Jun 2017.
Since one year ago: +6.5%
Since 1 Nov 2008: +2.0%
Since 1 Jan 2003: +7.1%
Since 1 Jan 2000: +6.7%
The reality of riding market cycles of Bull and Bear
Until we master the Art Of Market Timing to optimize our gains; we will be riding up and down the market cycles without real significant gains.
Building Sustainable Retirement Income For Life Across Future Market Cycles
Real Taps. Real Money!
Tips for newbies/young ones: The bulk of our net worth comes through our saving from our hard earned incomes from our jobs and our investment portfolio will be the Accelerator to become wealthy or reach financial independence earlier when we get it right.
Stop day dreaming from Get Rich Fast scam or 30 minutes a day effort to get rich!
Welcome back Uncle8888!!!
ReplyDeleteSee that you've been happily fishing & mango-ing. Hahaha!!
Well, regarding market timing, no one can get it right 100% of the time. Most important is having a systematic approach, evidence that your method is on the right track with results, and being ready when the next bear comes.
For your case, it's taking profits off volatile assets, having remaining volatile assets that is free-of-cost, and building up big warchest for the inevitable bear.
One thing that puzzles me though --- your yearly targets for Tap 3 --- they're not linear??
E.g. for Year 6 --- instead of 60%, it's 54%??
5% CAGR to keep up with yearly inflation rate ma
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