Normalizing these parameters to common denominator of 100% for STI, war chest, cash-flow, stock value and portfolio value (including cash not invested).
This can help him to visualize these parameters relatively. No free lunch. It is about trade off and opportunities.
1) War chest at inception of investment portfolio on Jan 2000 as 100%
2) Stock value at Oct 2007 as 100%
3) Portfolio value at Oct 2017 as 100%
4) Cash-flow in 2007 as 100%
5) STI at Oct 2007 as 100%