Portfolio Tracking

Performance

Compounded performance (2011-2016): 6%

Year Value Cash in/Cumul. Gain/Cumul. RoE (%) SLI
2011 37,937 15,948/
53,885
-11,649/
-11,649
-30% -18.9%
2012 42,236 21,125/
75,010
8,860/
-2,789
21% 22.03%
2013 72,221 20,131/
95,141
24,390/
21,601
33.7% 24.58%
2014 116,742 39,770/
134,911
6,520/
28,121
5.6% 9.03%
2015 163,032 29,886/
164,797
-30,827/
-2,706
-18.9% -3.0%
2016 162,091 53,123/
217,920
40,315/
37,609
24.7% -1.32%
2017 255,529  85,222/
303,142
30,822/
68,431
 12.06%  16.97%
2018 371,573  69,456/
372,598
4,963/73,444 1.34% -14.85%
2019 445,992  0.0/
372,598

Retirement Calculation

Return expectation Years to reach retirement
5% 18 years
8% 14 years
10% 12 years
12% 11 years
14% 10 years
20% 8 years

 

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2 thoughts on “Portfolio Tracking

  1. Pingback: Monthly update: Mar 2013 | Absolute performance

  2. Pingback: Monthly update: September 2013 | Absolute performance

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