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madsinger monthly report
madsinger 11-01-2005, 4:30 PM | Post #158720 | 
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Here is a big fat collection of portfolios, with their October 2005 returns, 2005 YTD returns, total since Dec. 31, 1998 (6 years, 10 months), CAGR (Compound Annual Growth Rate) since Dec. 31, 1998, total since Dec. 31, 2000 (4 years, 10 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 #44420

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

VFINX          -1.68%   0.95%    8.33%  1.18%  -1.61%  -0.33%

s&d            -2.52%   4.10%   67.54%  7.84%  39.17%   7.08%
newsletter G   -2.97%   4.70%  101.89% 10.83%  23.03%   4.38%
3 fund         -2.13%   3.20%   30.95%  4.02%  17.50%   3.39%
LS G           -1.98%   2.41%   26.09%  3.45%  13.36%   2.68%

coffeehouse    -2.09%   2.46%   61.56%  7.27%  39.09%   7.07%
Wellington     -1.79%   3.55%   55.42%  6.67%  34.83%   6.38%
STAR           -1.74%   3.11%   52.03%  6.32%  27.89%   5.22%
newsletter CG  -2.26%   3.80%   66.44%  7.74%  21.97%   4.20%
LS MG          -1.63%   2.03%   31.33%  4.07%  18.29%   3.54%

Wellesley      -1.34%   1.88%   50.39%  6.15%  35.05%   6.41%
newsletter Inc -1.91%   2.60%   32.68%  4.23%  25.11%   4.74%
LS CG          -1.17%   1.66%   34.62%  4.45%  21.04%   4.03%

madsinger      -2.32%   4.27%


Originally posted in thread: 44939
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