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madsinger
09-01-2005, 10:34 AM | Post #153714 |
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Here is a big fat collection of portfolios, with their August 2005 returns, 2005 YTD returns, total since Dec. 31, 1998 (6 years, 8 months), CAGR (Compound Annual Growth Rate) since Dec. 31, 1998, total since Dec. 31, 2000 (4 years, 8 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 #43381
-Brad.
Total CAGR Total CAGR
Aug YTD since since since since
2005 2005 1999 1999 2001 2001
VFINX -0.90% 1.87% 9.32% 1.35% -0.71% -0.15%
s&d 0.15% 5.15% 69.22% 8.21% 40.56% 7.57%
newsletter G -0.09% 6.50% 105.37% 11.40% 25.14% 4.92%
3 fund 0.66% 3.75% 31.64% 4.21% 18.12% 3.63%
LS G -0.10% 3.22% 27.08% 3.66% 14.55% 2.95%
coffeehouse 0.04% 4.35% 64.53% 7.76% 41.65% 7.75%
Wellington 0.88% 4.33% 56.59% 6.96% 35.85% 6.79%
STAR 0.68% 4.35% 53.86% 6.68% 29.43% 5.68%
newsletter CG 0.00% 5.10% 68.53% 8.14% 23.50% 4.63%
LS MG 0.17% 3.10% 32.70% 4.34% 19.53% 3.90%
Wellesley 0.78% 3.52% 52.81% 6.57% 37.22% 7.02%
newsletter Inc 0.00% 4.00% 34.49% 4.55% 26.82% 5.22%
LS CG 0.33% 2.66% 35.95% 4.71% 22.23% 4.40%
madsinger 0.08% 5.11%
Originally posted in thread: 43928
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