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madsinger
04-01-2005, 11:50 AM | Post #141385 |
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Here is a big fat collection of portfolios, with their March 2005 returns, 2005 YTD returns, total since Dec. 31, 1998 (6 years, 3 months), CAGR (Compound Annual Growth Rate) since Dec. 31, 1998, total since Dec. 31, 2000 (4 years, 3 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 #40205
-Brad.
Total CAGR Total CAGR
Mar YTD since since since since
2005 2005 1999 1999 2001 2001
VFINX ‑1.76% ‑2.16% 4.99% 0.78% ‑4.64% ‑1.11%
s&d ‑1.86% ‑1.67% 58.25% 7.62% 31.45% 6.65%
newsletter G ‑1.10% ‑0.70% 91.48% 10.95% 16.68% 3.70%
3 fund ‑1.86% ‑1.32% 25.21% 3.66% 12.36% 2.78%
LS G ‑1.80% ‑1.65% 21.09% 3.11% 9.15% 2.08%
coffeehouse ‑1.57% ‑2.23% 54.16% 7.17% 32.73% 6.89%
Wellington ‑1.54% ‑0.53% 49.30% 6.62% 29.52% 6.28%
STAR ‑1.34% ‑1.07% 45.86% 6.23% 22.71% 4.93%
newsletter CG ‑1.10% ‑0.90% 58.91% 7.69% 16.45% 3.65%
LS MG ‑1.51% ‑1.40% 26.91% 3.89% 14.31% 3.20%
Wellesley ‑1.41% ‑0.27% 47.22% 6.38% 32.20% 6.79%
newsletter Inc ‑1.00% ‑0.80% 28.29% 4.07% 20.96% 4.58%
LS CG ‑1.11% ‑1.11% 30.96% 4.41% 17.74% 3.92%
madsinger ‑2.03% ‑1.75%
Originally posted in thread: 40947
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