As every investor, my portfolio is performing quite well. I want to note a few things about my medium term goals.
My savings were shown in a previous post (see here). Following should be the value of my portfolio by the year end, assuming different rates of return compounded annually. Note that I have not included my savings for the year 2013 to my overall calculations here.
|Rate of return (in %)||Value (CHF)||Gain (CHF)|
Given that my portfolio is up CHF 9,500 I don’t think I can achieve more than CHF 26,000 by the end of this year. I have also stopped buying and have continued to lighten up some of my risky holdings. This puts further contraint on my portfolio given the underlying appreciation of stocks in general.
I expect recovery in MT, E.On, BAC, SAN and CAF. A 30% appreciation overall is certainly achievable. This will add around 6000 to my portfolio. So, if I do not find any new opportunities and the market continues to run wild then I am looking at more like 10% rate of return.
Oct 25, 2013 I am up sfr 25,000 already, which is a 15% annualized rate of return since I started investing. I have been helped amply by luck and the fact that the stocks are becoming more and more expensive. If the crazy run lasts, I might even be looking at a 20% annualized rate of return since I started investing.