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madsinger monthly report
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%


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