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madsinger
02-01-2006, 10:14 AM | Post #166575 |
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Here is a big fat collection of portfolios, with their January 2006 returns, 2006 YTD returns, and annualized returns since 1999, 2001, 2003 and 2005 (7 years and 1 month, 5 years and 1 month, 3 years and 1 month, 1 year and 1 month). 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 68/5/3/24 stock/REIT/PM/bond) is included at the end.
Previous data in Conversation #46309
-Brad.
CAGR CAGR CAGR CAGR
Jan YTD since since since since
2006 2006 1999 2001 2003 2005
VFINX 2.65% 2.65% 2.04% 0.93% 14.80% 6.95%
s&d 4.90% 4.90% 9.01% 8.73% 20.42% 13.28%
newsletter G 4.60% 4.60% 12.11% 6.38% 20.56% 15.16%
3 fund 3.79% 3.79% 5.12% 4.94% 17.31% 11.25%
LS G 3.43% 3.43% 4.45% 4.10% 16.45% 9.70%
coffeehouse 3.42% 3.42% 8.03% 8.13% 15.18% 8.83%
Wellington 2.57% 2.57% 7.28% 7.24% 13.33% 8.80%
STAR 2.70% 2.70% 7.11% 6.37% 14.32% 9.51%
newsletter CG 3.70% 3.70% 8.73% 5.70% 17.48% 11.78%
LS MG 2.54% 2.54% 4.81% 4.59% 13.23% 7.71%
Wellesley 0.85% 0.85% 6.29% 6.59% 6.97% 4.02%
newsletter Inc 2.60% 2.60% 4.96% 5.75% 11.70% 8.24%
LS CG 1.74% 1.74% 4.94% 4.74% 9.91% 5.77%
madsinger 5.18% 5.18% 13.53%
Originally posted in thread: 47356
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