30 Jun '17, 12am

Mid Year 2017 Stock Investment Review: Given that the first half of the year is behind us, Heartland Boy thinks it…

Given that the first half of the year is behind us, Heartland Boy thinks it is apt to do a half-time health check on his stock investment portfolio. Previously , Heartland Boy had not accounted for spare cash lying around in his portfolio that had not been utilised. This was a mistake that he had made in computing his stock portfolio returns. Therefore, he has amended the mistakes and updated his past investment performances. The financial metric that is used to evaluate previous performances (Year 2014, 2015 and 2016) is Internal Rate of Return (IRR). For his mid year 2017 stock investment review, the financial metric used to measure portfolio performance is XIRR instead. Here are the investment returns that Heartland Boy has chalked up since he started his investment journey in 2014.

Full article: http://thefinance.sg/2017/06/30/mid-year-2017-stock-inves...

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