Welcome! Please Log In
Go
Essentials Popular Topics Favorite Forums & Blogs Join Discuss to setup a list of your favorite forums/blogs.
Discuss > Single Post
madsinger monthly report
madsinger 03-01-2005, 12:28 PM | Post #138825 | 
0  
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
View Complete Thread
Reply Quote
  • Favorites
  • Flag
  • Contact
  •  
    © Copyright 2017 Morningstar, Inc. All rights reserved. Please read our Terms of Use and Privacy Policy.