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madsinger monthly report
madsinger 08-01-2005, 4:53 PM | Post #151226 | 
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Here is a big fat collection of portfolios, with their July 2005 returns, 2005 YTD returns, total since Dec. 31, 1998 (6 years, 7 months), CAGR (Compound Annual Growth Rate) since Dec. 31, 1998, total since Dec. 31, 2000 (4 years, 7 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 #42787

-Brad.
                                 Total   CAGR   Total   CAGR
                July    YTD      since   since  since   since
                2005    2005     1999    1999   2001    2001

VFINX           3.70%   2.80%   10.32%  1.50%   0.19%   0.04%

s&d             3.51%   4.99%   68.96%  8.29%  40.35%   7.68%
newsletter G    4.20%   6.60%  105.56% 11.57%  25.26%   4.71%
3 fund          2.93%   3.07%   30.78%  4.16%  17.35%   3.55%
LS G            3.42%   3.32%   27.21%  3.72%  14.67%   3.03%

coffeehouse     2.32%   4.31%   64.47%  7.85%  41.60%   7.88%
Wellington      2.22%   3.42%   55.23%  6.91%  34.67%   6.71%
STAR            2.07%   3.65%   52.82%  6.65%  28.56%   5.63%
newsletter CG   3.24%   5.10%   68.53%  8.25%  23.50%   4.71%
LS MG           2.42%   2.93%   32.49%  4.37%  19.33%   3.93%

Wellesley       0.09%   2.72%   51.63%  6.53%  36.16%   6.97%
newsletter Inc  2.16%   4.00%   34.49%  4.60%  26.82%   5.32%
LS CG           1.51%   2.32%   35.50%  4.72%  21.82%   4.40%

madsinger       3.76%   5.04%


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