What this mean is to annualized all your years of investment returns and have them compounded into a return figure. Only then we can truly understand where we stand on our ego memory or actual returns. This will also give us a view on sustainability or a "2008 GFC" can wipes out all our "career gains".
The tracker started on 2007 of sizable portfolio therefore STI Index of that year. For STI Index, the condition is no fresh injection and no re-investment for simplification. At the end of 12.5 years, STI Index returns is 0.5% annualized excluding dividends. Cory Portfolio hits 7.4% annualized and same period across 12.5 years.
Cory
2019-0708
Cory
2019-0708
Your pre-GFC portfolio must have been hot and volatile. After that, u change structure and it stablise significantly.
ReplyDeleteIn 2008 I had koda, mac Q, ouhua ...omg what am I thinking ... lol
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