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madsinger
05-02-2005, 1:19 PM | Post #143951 |
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Here is a big fat collection of portfolios, with their April 2005 returns, 2005 YTD returns, total since Dec. 31, 1998 (6 years, 4 months), CAGR (Compound Annual Growth Rate) since Dec. 31, 1998, total since Dec. 31, 2000 (4 years, 4 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 #40947
-Brad.
Total CAGR Total CAGR
Apr YTD since since since since
2005 2005 1999 1999 2001 2001
VFINX -1.92% -4.04% 2.98% 0.46% -6.47% -1.53%
s&d -0.97% -2.63% 56.71% 7.35% 30.18% 6.27%
newsletter G -1.91% -2.60% 87.82% 10.46% 14.45% 3.16%
3 fund -1.50% -2.80% 23.34% 3.37% 10.67% 2.37%
LS G -1.72% -3.34% 19.01% 2.79% 7.27% 1.63%
coffeehouse -0.13% -2.35% 53.97% 7.05% 32.56% 6.72%
Wellington -0.63% -1.16% 48.35% 6.43% 28.70% 6.00%
STAR -0.86% -1.92% 44.61% 6.00% 21.65% 4.63%
newsletter CG -1.41% -2.30% 56.66% 7.35% 14.80% 3.24%
LS MG -1.08% -2.46% 25.55% 3.66% 13.08% 2.88%
Wellesley 0.93% 0.66% 48.59% 6.45% 33.43% 6.88%
newsletter Inc -0.60% -1.40% 27.51% 3.91% 20.23% 4.34%
LS CG -0.54% -1.64% 30.25% 4.26% 17.11% 3.71%
madsinger -2.21% -3.93%
Originally posted in thread: 41620
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