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madsinger monthly report
madsinger 07-02-2006, 11:02 PM | Post #178708 | 
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Here is a big fat collection of portfolios, with their June 2006 returns, 2006 YTD returns, and annualized returns since 1999, 2001, 2003 and 2005 (7 years and 6 months, 5 years and 6 months, 3 years and 6 months, 1 year and 6 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 #50896

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

VFINX           0.13%   2.64%   1.93%   0.86%  12.92%   4.96%

s&d             0.56%   6.48%   8.70%   8.34%  18.29%  10.52%
newsletter G    0.00%   4.10%  11.33%   5.79%  17.74%  10.38%
3 fund         ‑0.02%   4.31%   4.90%   4.65%  15.26%   8.36%
LS G            0.11%   3.78%   4.24%   3.85%  14.47%   7.15%

coffeehouse     0.73%   3.90%   7.63%   7.58%  13.41%   6.63%
Wellington      0.14%   3.71%   7.01%   6.89%  12.01%   7.07%
STAR           ‑0.03%   1.91%   6.59%   5.72%  12.27%   6.23%
newsletter CG   0.19%   3.50%   8.20%   5.22%  15.19%   8.24%
LS MG           0.14%   2.68%   4.56%   4.26%  11.61%   5.60%

Wellesley       0.58%   2.01%   6.09%   6.30%   6.47%   3.67%
newsletter Inc  0.00%   2.60%   4.68%   5.30%  10.24%   5.89%
LS CG           0.15%   1.95%   4.69%   4.41%   8.74%   4.28%

madsinger       0.15%   6.07%                          10.22%


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