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madsinger
03-01-2005, 12:28 PM | Post #138825 |
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Here is a big fat collection of portfolios, with their February 2005 returns, 2005 YTD returns, total since Dec. 31, 1998 (6 years, 2 months), CAGR (Compound Annual Growth Rate) since Dec. 31, 1998, total since Dec. 31, 2000 (4 years, 2 months), 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 #39688
-Brad.
Total CAGR Total CAGR
Feb YTD since since since since
2005 2005 1999 1999 2001 2001
VFINX 2.09% ‑0.41% 6.87% 1.08% ‑2.93% ‑0.71%
s&d 2.51% 0.19% 61.25% 8.06% 33.94% 7.27%
newsletter G 2.55% 0.40% 93.60% 11.31% 17.97% 4.05%
3 fund 2.31% 0.56% 27.59% 4.03% 14.49% 3.30%
LS G 2.19% 0.15% 23.30% 3.46% 11.15% 2.57%
coffeehouse 1.31% ‑0.67% 56.63% 7.55% 34.85% 7.44%
Wellington 2.29% 1.03% 51.64% 6.98% 31.55% 6.80%
STAR 1.46% 0.27% 47.84% 6.55% 24.37% 5.37%
newsletter CG 2.14% 0.20% 60.67% 7.99% 17.74% 4.00%
LS MG 1.53% 0.11% 28.86% 4.20% 16.06% 3.64%
Wellesley 1.25% 1.16% 49.33% 6.72% 34.09% 7.29%
newsletter Inc 1.42% 0.20% 29.58% 4.29% 22.18% 4.93%
LS CG 0.93% 0.00% 32.43% 4.66% 19.06% 4.28%
madsinger 2.62% 0.30%
Originally posted in thread: 40205
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