Read? Q3 2013 Investment Performance Report

Using Goal-based Investing Approach by setting for myself a 10-year progressive Goal Targets to achieve for each year starting from 2012 to 2021.

Year 2: Full Year 2013 Result

Achieved 14.8% against 16% 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’s XIRR includes all investing cash plus the current stocks value at market closing price as on 31 Dec 2013.

Since one year ago: +4.2%
Since 1 Nov 2008: +6.2%
Since 1 Jan 2003: +10.7%
Since 1 Jan 2000: +9.7%

Riding the market cycles of Bull and Bear

Until Uncle8888 can improve his market timing; otherwise he is definitely not going anywhere.

Liquidity and Permanency

Liquidity of Capital (War Chest) for the Next Bear and Permanency of staying Invested