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madsinger monthly report
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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