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madsinger monthly report
madsinger 10-03-2005, 3:00 PM | Post #156510 | 
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Here is a big fat collection of portfolios, with their September 2005 returns, 2005 YTD returns, total since Dec. 31, 1998 (6 years, 9 months), CAGR (Compound Annual Growth Rate) since Dec. 31, 1998, total since Dec. 31, 2000 (4 years, 9 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 #43928

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

VFINX           0.79%   2.67%   10.18%  1.45%   0.07%   0.01%

s&d             1.56%   6.79%   71.86%  8.35%  42.76%   7.78%
newsletter G    1.31%   7.90%  108.06% 11.47%  26.79%   5.12%
3 fund          1.64%   5.45%   33.80%  4.41%  20.06%   3.92%
LS G            1.22%   4.48%   28.64%  3.80%  15.95%   3.17%

coffeehouse     0.29%   4.65%   65.01%  7.70%  42.06%   7.67%
Wellington      1.06%   5.44%   58.26%  7.04%  37.30%   6.90%
STAR            0.57%   4.94%   54.73%  6.68%  30.16%   5.71%
newsletter CG   1.05%   6.20%   70.29%  8.21%  24.79%   4.77%
LS MG           0.60%   3.72%   33.50%  4.37%  20.25%   3.96%

Wellesley      -0.25%   3.26%   52.43%  6.44%  36.88%   6.83%
newsletter Inc  0.58%   4.60%   35.27%  4.58%  27.55%   5.26%
LS CG           0.19%   2.86%   36.21%  4.59%  22.47%   4.36%

madsinger       1.59%   6.80%


Originally posted in thread: 44420
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