whats your target return for your investment portfolio

[snapiti]

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/

 

[Basil]

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.

[Mos]

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.

[Left Field]

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%.

[Waltzing]

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...

[Dolcile]

I mostly invest in a global index fund - so I'm happy with the market return.   

[KW]

15% for me.  At least for when I am fully invested in the market.

[Basil]

Discovery fund target is also 15%.