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madsinger monthly report
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%


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