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madsinger
06-01-2005, 9:43 AM | Post #146474 |
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Here is a big fat collection of portfolios, with their May 2005 returns, 2005 YTD returns, total since Dec. 31, 1998 (6 years, 5 months), CAGR (Compound Annual Growth Rate) since Dec. 31, 1998, total since Dec. 31, 2000 (4 years, 5 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 #41620
-Brad.
Total CAGR Total CAGR
May YTD since since since since
2005 2005 1999 1999 2001 2001
VFINX 3.17% -1.00% 6.24% 0.95% -3.51% -0.81%
s&d 2.21% -0.48% 60.17% 7.62% 33.05% 6.68%
newsletter G 3.80% 1.10% 94.95% 10.96% 18.80% 3.98%
3 fund 2.09% -0.77% 25.92% 3.66% 12.99% 2.80%
LS G 2.68% -0.75% 22.20% 3.17% 10.15% 2.21%
coffeehouse 2.54% 0.14% 57.89% 7.38% 35.93% 7.20%
Wellington 1.65% 0.47% 50.80% 6.61% 30.82% 6.27%
STAR 2.61% 0.64% 48.39% 6.34% 24.83% 5.15%
newsletter CG 3.28% 0.90% 61.79% 7.79% 18.56% 3.93%
LS MG 2.61% -0.11% 28.57% 3.99% 15.81% 3.38%
Wellesley 1.07% 1.74% 50.18% 6.54% 34.86% 7.01%
newsletter Inc 2.23% 0.80% 30.35% 4.22% 22.91% 4.78%
LS CG 1.94% 0.27% 32.78% 4.52% 19.38% 4.09%
madsinger 3.28% -0.74%
Originally posted in thread: 42206
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