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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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