Saturday, 17 March 2018

Counting The Opportunity Cost Of Rotting Cash (2)


Read? Counting The Opportunity Cost Of Rotting Cash

How to count?

One method is to look back at his past investment portfolio performance and achievement.

Best period from 2000 to 2007 (Bull) : 12% CAGR

Worst period from 2000 to 2009 (Bear) : 1.6% CAGR

Current period from 2000 to 2018 : 7% CAGR

Future period from 2000 to 2028 : 7% CAGR

To achieve and maintain 7% CAGR till 2028; Total Return (ROC) on his current War Chest has to be at least 180% over the next 10 years!






















2 comments:

  1. Uncle8888,

    Sure you can!

    As long as invest most of warchest near the bottom.

    If invested in a global stocks ETF from Apr 2009 till today, capital gains of 204% (260% if reinvested dividends).

    Huat ahhh!! 😁

    Spur😆

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