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H1 2013 Investment Performance Report
A Goal-based Investing Approach
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: Q3 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 investible cash plus the current stocks value at market closing price as on 30 Sep 2013.
Since one year ago: +2.6%
Since 1 Nov 2008: +6.3%
Since 1 Jan 2003: +10.7%
Since 1 Jan 2000: +9.7%
Riding the market cycles of Bull and Bear
Liquidity and Permanency
Liquidity of Capital (War Chest) for the Next Bear and Permanency of staying Invested for the Next Bull as we can't effectively time the market.
Having ...
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