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madsinger monthly report
madsinger 04-30-2006, 10:40 PM | Post #174203 | 
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Here is a big fat collection of portfolios, with their April 2006 returns, 2006 YTD returns, and annualized returns since 1999, 2001, 2003 and 2005 (7 years and 4 months, 5 years and 4 months, 3 years and 4 months, 1 year and 4 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 #49276

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

VFINX           1.33%   5.57%   2.36%   1.42%  14.58%   7.85%

s&d             1.56%   9.34%   9.30%   9.15%  20.24%  14.15%
newsletter G    2.16%   8.70%  12.26%   6.84%  20.26%  15.43%
3 fund          2.11%   7.60%   5.46%   5.42%  17.17%  12.03%
LS G            1.58%   6.71%   4.74%   4.52%  16.21%  10.36%

coffeehouse     0.35%   5.53%   8.04%   8.14%  14.66%   8.75%
Wellington      1.93%   4.98%   7.36%   7.36%  13.06%   8.97%
STAR            1.18%   4.54%   7.12%   6.41%  13.79%   9.10%
newsletter CG   1.71%   7.00%   8.88%   6.05%  17.17%  12.08%
LS MG           1.15%   4.82%   4.96%   4.80%  12.92%   7.98%

Wellesley       1.09%   2.09%   6.25%   6.52%   6.83%   4.20%
newsletter Inc  0.87%   4.50%   5.05%   5.84%  11.39%   8.13%
LS CG           0.76%   3.23%   4.98%   4.80%   9.61%   5.81%

madsinger       1.60%   9.31%                          14.11%


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