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madsinger monthly report
madsinger 07-01-2005, 10:52 AM | Post #148892 | 
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Here is a big fat collection of portfolios, with their June 2005 returns, 2005 YTD returns, total since Dec. 31, 1998 (6 years, 6 months), CAGR (Compound Annual Growth Rate) since Dec. 31, 1998, total since Dec. 31, 2000 (4 years, 6 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 69/5/3/23 stock/REIT/PM/bond) is included at the end.

Previous data in Conversation #42206

-Brad.

                                 Total   CAGR   Total   CAGR
                June    YTD      since   since  since   since
                2005    2005     1999    1999   2001    2001

VFINX           0.13%  -0.87%    6.38%  0.96%  -3.38%  -0.76%

s&d             1.91%   1.43%   63.24%  7.83%  35.59%   7.00%
newsletter G    1.19%   2.30%   97.27% 11.02%  20.21%   4.17%
3 fund          0.90%   0.13%   27.05%  3.75%  14.00%   2.96%
LS G            0.65%  -0.10%   23.00%  3.24%  10.87%   2.32%

coffeehouse     1.80%   1.94%   60.74%  7.57% 

Originally posted in thread: 42787
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