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madsinger monthly report
madsinger 02-07-2005, 5:21 PM | Post #136890 | 
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Here is a big fat collection of portfolios, with their January 2005 returns, 2004 YTD returns, total since Dec. 31, 1998 (6 years, 1 month), CAGR (Compound Annual Growth Rate) since Dec. 31, 1998, total since Dec. 31, 2000 (4 years, 1 month), CAGR since Dec. 31 2000. I broke them into four categories, roughly corresponding to 100/0, 80/20, 60/40, 40/60 stock/bond portfolios, sorted by Total Return since 2001.

The 3 fund is 50/30/20 Total Stock/Total Int'l/Total Bond. The s&d is 10 each of VFINX, VIVAX, NAESX, VISVX, VGSIX, 25 VGTSX, 5 VINEX, 20 VBMFX. The coffeehouse is a 60/40 described at coffeehouse.com. The Newsletter portfolios are from a newsletter following Vanguard funds. The madsinger portfolio (slice-n-dice, approximately 70/5/3/22 stock/REIT/PM/bond) is included at the end.

Previous data in Conversation #38770

-Brad.

                                 Total   CAGR    Total   CAGR
                Jan     YTD      since   since   since   since
                2005    2005     1999    1999    2001    2001

VFINX          ‑2.45%  ‑2.45%    4.68%  0.75%  ‑4.92%  ‑1.23%

s&d            ‑2.26%  ‑2.26%   57.30%  7.73%  30.66%   6.77%
newsletter G   ‑2.10%  ‑2.10%   88.78% 11.01%  15.04%   3.49%
3 fund         ‑1.71%  ‑1.71%   24.72%  3.70%  11.91%   2.79%
LS G           ‑2.00%  ‑2.00%   20.66%  3.13%   8.76%   2.08%

coffeehouse    ‑1.93%  ‑1.93%   54.11%  7.37%  32.68%   7.17%
Wellington     ‑1.23%  ‑1.23%   48.25%  6.69%  28.61%   6.36%
STAR           ‑1.17%  ‑1.17%   45.72%  6.38%  22.58%   5.11%
newsletter CG  ‑1.90%  ‑1.90%   57.30%  7.73%  15.27%   3.54%
LS MG          ‑1.40%  ‑1.40%   26.91%  4.00%  14.31%   3.33%

Wellesley      ‑0.09%  ‑0.09%   47.48%  6.60%  32.44%   7.12%
newsletter Inc ‑1.20%  ‑1.20%   27.77%  4.11%  20.48%   4.67%
LS CG          ‑0.92%  ‑0.92%   31.21%  4.57%  17.97%   4.13%

madsinger      ‑2.28%  ‑2.28%


Originally posted in thread: 39688
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