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madsinger monthly report
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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