2021 Investment Return Targets

[T3r00]

Life must have goals. So must investing. What is your goal in 2021?

2021 return target

• Beating the index
• 5 - 10%
• 10 - 20%
• 20 - 50%
• Over 50%
• Over 100%
• More

[erkki1]

{“content”:“Good survey, this shows how 2020 has distorted return expectations. For me, at least, expectations have shifted sky-high after a 313% year, and I wouldn’t be surprised if the year turns out to be a big disappointment.\n\nThe target return is a “modest” 100%. This is primarily pursued through active trading and a large number of trades yielding 5-30% returns. It will also require a couple of bigger successes with over 100% return on a significant stake, and I already have a couple of initial candidates for this in my portfolio.\n\nIn addition, I’m trying not to be fully exposed to corrections and to use leverage during them to even benefit from them. Especially for January, I think a good number of risk factors have accumulated that could trigger a correction.”,“target_locale”:“en”}

[HarriL]

Beating the Index x3

[Ruisku]

Swedes up to 50! Seye, EVO, ZignSec, Arocell, PeptonicMedical… Could someone stay under 50? No, they couldn’t, right???

[evolution]

Beating the Helsinki Stock Exchange dividend-inclusive index Ever since I started following Inderes’ analyses and became an active stock nerd, I’ve achieved this every quarter since the beginning of 2018. The probability that this is luck is thus 1/4096, or 0.02%

[Pappa_Tunturi]

My own revenue in 2020 80k€. Can’t set a worse target than this.

% or €, that’s a difficult dilemma

[Markakorva]

Well, if you just change the signs… last year 80 k€ and this year 80 %

[lofiguy]

50-100% with diligent fund pumping.

[anttirs]

I’m planning to beat the index in the next three years by staying as close to 0% as possible, or maybe even a little bit in the positive

[Jarnis]

My goal is to beat the index or achieve an annual return of over 20%, whichever is higher.

This is considerably less than last year’s haul, but I’m a realist – opportunities like the corona dip, where you can buy everything from the discount bin, don’t come every year…

[Meri]

I don’t really have a profit target for 2021. Because profits are determined by the market and how well my investments hit market winners and losers. Of course, I try to get maximum profits from the market. But I guess it’s quite useless to try to define a profit target. Of course, if you like to do that for yourself, then that’s allowed for everyone

[mskomu]

My goal is for the businesses of the companies I own to develop as I expect, meaning they either grow or at least don’t decline, depending on the target. Annual returns are then based on other people’s opinions, and I don’t believe I can influence that.

[KalleH]

Aot is almost a pure fund portfolio with the goal of beating the Nasdaq index. If I don’t win, why wouldn’t I just put everything into a Nasdaq ETF?
Ost is a more active stock portfolio that should beat Redeye’s top picks, partly by following them. If I don’t win, why wouldn’t I just follow it as is?
I picked 20-50% from the list. It’s possible to use leverage. Currently under 4%.

[VPKe]

My goal is exactly 100%. I aim to only buy/hold stocks in my portfolio that I see as having the potential to double in value. They don’t do it every year, but some year I’ll get 400%. As my portfolio grows, I’ve considered whether I should flex my principles and start diversifying reasonably. However, with a portfolio of the current size, I can still operate in even small companies without the price fluctuating, even if I hit it with a bigger sledgehammer. Last year, I fell a little short of my goal, by less than 10%.

[Juippi]

There are such hardcore investors on this forum that my own goals pale in comparison to their numbers. For the shares bought during the March dip, I’m trying to achieve a 10% return on invested capital, but due to the still large cash weighting in my portfolio, the overall return will likely remain around ~5% for the entire portfolio.

[Vokkila]

A return greater than the bank savings account interest rate, i.e., YTD more than +0.1%

[vme93]

In my opinion, a percentage return target is a short-sighted way to set a short-term goal. It’s possible that by the end of 2021, the stock market will be -30% or +20%, and this outcome will certainly have a significant impact on everyone’s final return percentage. In the long run, percentage targets are more relevant, in my opinion.

I personally aim to beat the index, whether it’s a loss or a profit for this year; it would be important to beat the average. Like many others, I don’t dare to project the peak returns of 2020 into future prospects except in a negative light. The risk profile is rising, valuation multiples are soaring, and investors’, especially new ones’, expectations of guaranteed returns are palpable.

100% returns for one or two years are quite realistic, especially with small portfolios, high risk, and low diversification. However, it’s worth understanding that as a goal, that’s enormous. As a small calculation, a 100k portfolio would grow to a billion in just over 13 years and compete for the richest person in the world in about 20 years. To my understanding, there aren’t many investment professionals in the world whose annual return exceeds a 20% average in the long run. This is a reminder to investors who joined during the COVID-19 pandemic.

[viljo]

I put 10-20%, I believe it’s possible, but I’m bracing for a more subdued year for highly valued stocks like Qt, Revenio, and Talenom, among others.

However, enough new growth companies have been acquired that there are good opportunities on that side. Sampo is the only larger position of a bigger company, and I believe there are good chances for it to achieve 10-20%, dividend included or not…
Renewables, well, in principle, I see that for now there is demand and momentum, about 15-20% of the portfolio is there, some with clear paths to growth, some with challenges.

However, I won’t start drastically overhauling the portfolio, even though I do some trading all the time…

A 4% return would already be okay for me.

We’ll continue with the digital strategy + Harvia and renewables, scouting new targets in the 2020 style.

So, if we’re higher than in 2020, then the year is okay! And in the meantime, I’ll generate profit with the company.

[Seinakadun_Keisari]

Since it was asked, I’m quite boldly stating 20-50% as the goal. This will be achieved through active stock picking and trading.

[Geologiopiskelija]

I also added 20-50% on top of last year’s 50%. That could, of course, be phrased as “20-50 percentage points” better than “index” if the indices are in the red at the end of the year.