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 5: Q3 2016 Result for Tap No 3 (Cash Flow from Investment Portfolio)
Achieved 38.5% against 44% 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 2016.
Since one year ago: -2.3%
Since 1 Nov 2008: +1.2%
Since 1 Jan 2003: +7.0%
Since 1 Jan 2000: +6.5% ...