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madsinger monthly report
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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