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2018 XIRR Performance & Networth Updates (Guest Post)

2018 XIRR Performance & Networth Updates (Guest Post)

This post was originally posted here. The writer is a veteran community member and blogger on InvestingNote, with username known as 3Fs, with more than 1,000+ followers.

Time really flies these days when we are in our mid 30s, pegged by a combination of busy work and heavy loads of watching our children grow as each year past by.

I wanted to wrap things up for the year given that I will be taking a holiday trip to Bali with my family for the next few days until Christmas, and wanted to do a reflection of my equity performance this year before I then wrap things up for 2018 on an overall scale.

I received some good feedbacks last year on how I presented with my performance review, especially clearly positioning my winners and losers so I thought I’d continued with the same format for this year.

Please bear with me as this will be a pretty long post.

Overall Market Thoughts

This was a tough and rough year for investors because this was supposed to be an expansion year where interest rates are going higher because the economy is improving and there wasn’t a clear sign of global slowdown in the economy yet the market experienced some of the highest volatility we’ve seen in many years due to the trade wars and other stuff.

All major indexes including the DJI, S&P, Nasdaq, HKEX, Nikkei, DAX were all down for the year and STI was not spared either.

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TIME WEIGHTED RETURNS VS MONEY WEIGHTED RETURNS (GUEST POST)

TIME WEIGHTED RETURNS VS MONEY WEIGHTED RETURNS (GUEST POST)

This article, Time Weighted Returns Vs Money Weighted Returns was originally posted here. He is a veteran community member on InvestingNote, with username known as ThumbTack Investor.

 

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TIME WEIGHTED RETURNS VS MONEY WEIGHTED RETURNS

I think probably 70% of the people here don’t really calculate their returns.
Certainly not the traders with multiple transactions, cos it is a mammoth task doing so.
The vast majority of the remaining 30% are probably calculating it wrongly (Wrongly, that is, if you are using your ROI and comparing it to active managers)

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New Portfolio Update!

New Portfolio Update!

We’re excited to announce that we’ve just updated an entirely new, sleek and comprehensive portfolio for everyone!

Key features include:

  • dividend tracking
  • comparisons with STI index
  • portfolio composition
  • sector breakdowns
  • all open, closed positions and current holdings
  • importing and exporting via CSV format
  • cash balance
  • currency denomination
  • multiple portfolios

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Note that this is currently only available on website. We will update this to our iphone and android apps very soon. Please bear with us.

Good things must share! Help us spread the word!

Workshop: Build your DIY investing portfolio with 10 Simple Steps

Workshop: Build your DIY investing portfolio with 10 Simple Steps

This latest workshop in our series, is all about helping retail investors focus on key criteria in the stock selection and portfolio allocation process by using a solid checklist.

Serious investing requires the investor to do his homework.

Every piece of homework done needs to follow a structure. Like the great Benjamin Graham and Warren Buffet, great investors always have a plan.

Like the saying goes…”Failing to plan, is planning to fail.”

This is the workshop that teaches you how to plan your portfolio, by first creating the most crucial part of the plan: the checklist.

Whether you’re a totally newbie or an experienced investor, having a solid investing checklist is necessary because it will set the criteria, tone and structure to pick the best stocks and also manage the worse threat faced by investors when it happens – Fear.

In this session, we will share with you how you should build your own portfolio using this 10-step checklist.

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