personal finance performance benchmarks

I thought it would be a good idea to share my progress each month towards my personal finance performance targets for 2011. In summary, my targets are as follows:

I want to grow my Net Worth by at least 2% month-on-month and by at least 30% year-on-year. I also want to grow my Financial Independence Portfolio by at least 3% month-on-month and by at least 50% year-on-year.

And how has my performance been in the first month?

Financial Independence Portfolio:

Growth — MoM: 6.35%.        Growth — YTD: 6.35%.        Above target.

MoM FIP

YTD FIP

Note: The YTD chart also shows projected estimates for February, 2011 since I want to illustrate how the two charts will differ.


Net Worth:

Growth — MoM: 3.84%.        Growth — YTD: 3.84%.        Above target.

MoM NW

YTD NW

Note: Again, the YTD chart also shows projected estimates for February, 2011 since I want to illustrate how the two charts will differ.


I think it’s a great start to the year. Plus February already looks promising.

{ 3 comments }