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madsinger monthly report
madsinger 08-01-2006, 9:59 AM | Post #180533 | 
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Here is a big fat collection of portfolios, with their July 2006 returns, 2006 YTD returns, and annualized returns since 1999, 2001, 2003 and 2005 (7 years and 7 months, 5 years and 7 months, 3 years and 7 months, 1 year and 7 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 #51672

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

VFINX           0.61%   3.27%   1.99%   0.96%  12.80%   5.10%

s&d             0.74%   7.27%   8.71%   8.35%  18.07%  10.45%
newsletter G    0.10%   4.20%  11.21%   5.72%  17.33%   9.87%
3 fund          0.55%   4.89%   4.92%   4.69%  15.06%   8.28%
LS G            0.38%   4.17%   4.25%   3.86%  14.23%   7.02%

coffeehouse     0.92%   4.86%   7.68%   7.64%  13.37%   6.89%
Wellington      1.64%   5.41%   7.16%   7.09%  12.22%   7.78%
STAR            0.30%   2.22%   6.56%   5.69%  12.06%   6.10%
newsletter CG   0.29%   3.80%   8.15%   5.20%  14.90%   7.99%
LS MG           0.58%   3.28%   4.59%   4.31%  11.50%   5.69%

Wellesley       2.14%   4.19%   6.32%   6.60%   6.94%   4.87%
newsletter Inc  0.39%   3.00%   4.68%   5.29%  10.11%   5.83%
LS CG           0.71%   2.67%   4.73%   4.47%   8.74%   4.51%

madsinger      ‑0.02%   6.05%                           9.64%


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