VIIR Portfolio Performance Year-to-Date September 30, 2013

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October 6, 2013

October 1st marked the beginning of the 4th and final quarter for the calendar year. That’s right, three quarters down and one to go…So are you on track to achieve your financial goals this year?

My goal this year was to have the VIIR portfolio beat the CNX Nifty index by at least 5 percentage points. Based on the chart below, I’m on track to hit my target. The VIIR portfolio is outperforming the Nifty by 6 percentage points year-to-date.


Robert Kirby in a famous 30-year study found that an extra return of 1 percentage point above the S&P 500’s 30-year return would have produced 33% more money than the S&P 500 at the end of the period. Small annual return differences, compounded over long periods of time, will result in significant differences in the amount of money you have at the end of the period. There is a huge payoff from selecting an investment manager or strategy that provides value above the index return over the long run.

If you’re not satisfied with your current investment strategy, it’s not too late to make a change. You still have another quarter to go before the year is over. You can test drive the Value Investing India Report for 60 days for free. If you’re not happy, you’ll get a full refund no questions asked. Use the link below to sign-up via Paypal for an annual subscription for only USD 250.

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