StockTalk

General Category => NZX => Topic started by: snapiti on Jan 17, 2025, 06:49 AM

Title: whats your target return for your investment portfolio
Post by: snapiti on Jan 17, 2025, 06:49 AM
Currently I have a goal of 8% after tax.....this includes returns from cap gains, divi's, corporate bonds and term deposits.
To achieve this I need good stock selection as I have 25% of my funds in term deposits, risk eversion, and this drags down my average returns.
I may struggle to achieve my goal this year as term deposit rates are falling but I sleep easy with this risk structure.

I think it is interesting to note that Warren Buffet has increased his cash holdings by 30% in the last 12 months , including selling down many of his large holdings, check this chart out.
Warren says not much value out there but his selling says he thinks valuations are stretched
https://companiesmarketcap.com/nzd/berkshire-hathaway/cash-on-hand/

 
Title: Re: whats your target return for your investment portfolio
Post by: Basil on Jan 17, 2025, 06:34 PM
Hi Snapper,

I don't have a target per se.

For what it's worth as some sort of a yardstick for a pure equity portfolio, (not a balanced one with bonds and term deposits like you're running). Infratil state on their website they are aiming for 11-15% returns.

Title: Re: whats your target return for your investment portfolio
Post by: Mos on Jan 17, 2025, 07:04 PM
For equities targeting 10% almost certain and 15% expected. Recognising targeted and achieved are not the same so ok with with 10%+ over the long run.
Title: Re: whats your target return for your investment portfolio
Post by: Left Field on Jan 18, 2025, 07:00 AM
NZX 50 is a useful index to measure your share investments by........ eg use NZX 50 plus (say) 5 to 10% as your goal etc etc.

I use NZX50 plus 20%.
Title: Re: whats your target return for your investment portfolio
Post by: Waltzing on Jan 18, 2025, 07:39 AM
honestly in a world that is now changing and spinning back to the 16th century the old ideas "new  ideas of the 20-21th century may no longer apply."

survive ... is the new goal...
Title: Re: whats your target return for your investment portfolio
Post by: Dolcile on Jan 18, 2025, 07:47 AM
I mostly invest in a global index fund - so I'm happy with the market return.   
Title: Re: whats your target return for your investment portfolio
Post by: KW on Jan 20, 2025, 05:39 PM
15% for me.  At least for when I am fully invested in the market.
Title: Re: whats your target return for your investment portfolio
Post by: Basil on Jan 20, 2025, 07:31 PM
Discovery fund target is also 15%.