Due to the overprinting of currency, i think for the next few inflation as measure by wants and not needs should increase to 6-8% instead of the usual 4-6%
Thus the hurdle rate for all investment classes should be set at min 8% P.A.
To grow the portfolio by min 8% a year is given not because we are good but we are comparing something that is going to devalue by 6-8% a year.
This is a concern, I am pretty sure my portfolio is going to increase in value in the next few years but the question is what can I buy by then given the amount of money I had is the most important question.
This shall not limit me by searching a higher ROI.. given the new sets of challenges that the economy will face in the near future.
