Welcome! Please Log In
Go
Essentials Popular Topics Favorite Forums & Blogs Join Discuss to setup a list of your favorite forums/blogs.
Discuss > Single Post
madsinger monthly report
madsinger 04-03-2006, 10:14 PM | Post #171938 | 
0  
Here is a big fat collection of portfolios, with their March 2006 returns, 2006 YTD returns, and annualized returns since 1999, 2001, 2003 and 2005 (7 years and 3 months, 5 years and 3 months, 3 years and 3 months, 1 year and 3 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 #48305

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

VFINX           1.23%   4.18%   2.20%   1.19%  14.51%   7.25%

s&d             2.43%   7.65%   9.18%   8.98%  20.23%  13.75%
newsletter G    2.11%   6.40%  12.08%   6.51%  20.03%  14.57%
3 fund          1.68%   5.38%   5.22%   5.08%  16.89%  11.01%
LS G            1.62%   5.05%   4.57%   4.28%  16.10%   9.71%

coffeehouse     1.45%   5.16%   8.08%   8.20%  14.94%   9.05%
Wellington      0.61%   2.99%   7.16%   7.09%  12.75%   7.93%
STAR            0.60%   3.32%   7.03%   6.28%  13.75%   8.71%
newsletter CG   1.84%   5.20%   8.74%   5.81%  17.03%  11.41%
LS MG           0.95%   3.63%   4.85%   4.65%  12.87%   7.55%

Wellesley      ‑0.66%   0.99%   6.16%   6.40%   6.65%   3.59%
newsletter Inc  1.27%   3.60%   4.98%   5.76%  11.40%   7.94%
LS CG           0.57%   2.45%   4.93%   4.72%   9.61%   5.57%

madsinger       2.57%   7.59%                          13.67%


Originally posted in thread: 49276
View Complete Thread
Reply Quote
  • Favorites
  • Flag
  • Contact
  •  
    © Copyright 2017 Morningstar, Inc. All rights reserved. Please read our Terms of Use and Privacy Policy.