Why the emphasis on daily XIRR calculation, when you have selected companies which have a long future? I am not sure even swing traders check daily XIRR.
And while 30% in a year is not too big of an ask, but one cannot be sure, more so when the journey has just started. In bad times, 10% feels good.
Investing in itself is a long journey, and when such long thematic stories are selected it becomes even longer, so I don’t see the need of checking returns and drawdowns daily. And as each stock is independent, if it falls, the fall can be looked at independently and can be bought if intended.
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