Read? Q1 2013 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: H1 2013 Result

Achieved 12.5% 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 Jun 2013.

Since one year ago: +2.1%
Since 1 Nov 2008: +6.7%
Since 1 Jan 2003: +10.9%
Since 1 Jan 2000: +9.8%

Riding the market cycles of Bull and Bear

 

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 …