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madsinger monthly report
madsinger 03-01-2006, 1:30 PM | Post #169136 | 
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Here is a big fat collection of portfolios, with their February 2006 returns, 2006 YTD returns, and annualized returns since 1999, 2001, 2003 and 2005 (7 years and 2 months, 5 years and 2 months, 3 years and 2 months, 1 year and 2 months). 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 #47356

-Brad.
                                CAGR    CAGR    CAGR    CAGR
                Feb     YTD     since   since   since   since
                2006    2006    1999    2001    2003    2005

VFINX           0.25%   2.91%   2.04%   0.96%  14.47%   6.67%

s&d             0.19%   5.10%   8.93%   8.62%  19.90%  12.46%
newsletter G   ‑0.38%   4.20%  11.90%   6.19%  19.82%  13.63%
3 fund         ‑0.15%   3.64%   5.04%   4.83%  16.76%  10.26%
LS G           ‑0.05%   3.38%   4.39%   4.03%  15.97%   8.93%

coffeehouse     0.23%   3.65%   7.97%   8.04%  14.84%   8.38%
Wellington     ‑0.19%   2.37%   7.16%   7.08%  12.89%   7.96%
STAR            0.00%   2.70%   7.03%   6.26%  13.92%   8.80%
newsletter CG  ‑0.39%   3.30%   8.57%   5.53%  16.84%  10.53%
LS MG           0.11%   2.65%   4.77%   4.54%  12.90%   7.24%

Wellesley       0.80%   1.66%   6.33%   6.65%   7.05%   4.44%
newsletter Inc ‑0.29%   2.30%   4.86%   5.59%  11.28%   7.36%
LS CG           0.13%   1.87%   4.90%   4.68%   9.68%   5.46%

madsinger      ‑0.28%   5.18%                          13.53%


Originally posted in thread: 48305
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